Disruption Analyst: Only Tesla and ____ Will Survive! WallStreet Nick Colas on Future of OEMs, Tesla

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Nobody else on wall street talks anything like this, but Nick Colas of Datatrek Research isn’t like anyone else on wall street. In 2013 he was the first on wall street to cover bitcoin, and while most wall street analysts won’t recognize disruption if it hit them in the face, Nick Colas opened Datatrek to FOCUS on disruption
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Tesla’s Magnets: https://youtu.be/LYrr3ZiF1cY

Previous CTO/Bot videos:
▶️TESLABOT is a DONE DEAL! Tesla will WIN AGI! – AI CTO sees Tesla’s road ahead: https://youtu.be/tabp-OS0vBA
▶️THE LARGEST COMPANY EVER! – AI CTO sees Tesla’s future after AI Day 2021: https://youtu.be/BMIL_xENEfg
▶️TeslaBot, FSD, Tesla AI, AGI, DOJO, DSM, Elon Musk and more – AI CTO Q&A on Your Tesla Questions: https://youtu.be/Kr1fOp_HEzg
▶️Entire playlist – Tesla is CHOAM; TeslaBot is a Done Deal – AI Unicorn CTO Discusses Tesla’s future: https://www.youtube.com/playlist?list=PLAF7NUfarSgqedMpwGAOZ4aEtFNkw5PCa

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Playlists and Videos:
▶️Project Highland and Tesla’s next-Gen cars: https://t.ly/rAIZ
▶️Elon’s AGILE Takeover of Twitter | Experts don’t get AGILE! – https://youtu.be/2LhD7xtZYu4
▶️Tesla Agile Series: EXTREME Innovation at BREAKNECK Speed – https://t.ly/f_8_
▶️Viral miniseries: How GM Sold America – https://t.ly/z7X7
▶️Investing Series: https://t.ly/7lMe
▶️The Hidden Tesla ETF – https://youtu.be/BYOwbIOV9pc
▶️Gordon Johnson, the Real Story – https://youtu.be/cBqh3WqYon8
▶️Tesla’s Secret Army – https://youtu.be/6HyJDno7Mf0
▶️Tesla vs Apple Ecosystem – https://youtu.be/CaL6S2z90A8

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Sections:
00:00 – Start
01:34 – Let’s talk Tesla
02:38 – Why Valuation is High
04:02 – Joe Justice in Japan
05:35 – Can OEMs Adapt?
06:43 – Structural Advantages
08:22 – Porter Analysis
09:14 – DEAD vs ALIVE
13:11 – Value Investors Don’t Get It
13:48 – Production is Hard
16:44 – DOjo and Data Centers
19:37 – Elon and Sam Altman