Program and guests
An ARK Invest call program hosted by the ARK team (including Cathie Wood, Tasha Keeney, Brett Winton and others), with guests Alex Potter of Piper Sandler, Pierre Ferragu of New Street, Aaron Bernett of Mach 33, and Sean Maguire of Sequoia. Original English title: The Call After The Calls: SpaceX And Tesla. This article covers only the core views on SpaceX and Tesla.
Key takeaways
- Musk says SpaceX revenue will reach 1 trillion dollars in 2028 2:40
- Wall Street consensus is only 200 billion–220 billion dollars, “probably off by 5 times,” “ridiculous” 3:22
- The model needs to be “broken down to the last screw” 3:56
- Once companies start reconciling their figures with one another, severe underestimation will be eliminated 57:30
- Tesla valuation model updated, with a price target of 4400 dollars 59:04
Background and notes
Subtitle coverage note: The video subtitles comprise 2318 timestamped segments, covering 0:00–1:34:56 across the full video. The views and timestamps in this article are relayed from the original subtitles; each timestamp marks the start of the corresponding spoken segment.