Here’s my long-form conversation with Alex Voigt, an engineer, author and blogger. TSLA shareholder since 2014, he is now dedicating his time to teach the world about Tesla and the German auto industry.
Here’s the video:
Here’s the audio:
Download the podcast episode in your favorite player
Show notes:
► Follow Alex on Patreon: https://www.patreon.com/AlexVoigt/
► Follow Alex on Twitter: https://twitter.com/alex_avoigt
► The Innovator’s Dilemma: https://www.amazon.com/dp/1633691780
► Tesla Anti-Handbook Handbook: http://www.ceconline.com/PDF/Tesla-Anti-Handbook-Handbook.pdf
Continue watching:
► 4 Years At Tesla: Company Culture, Elon Musk, TSLA Stock, FSD (Former Employee Farzad Mesbahi): https://youtu.be/8AEol4qxnO4
► 100 Baggers: How to turn $1 into $100 (with a single investment): https://youtu.be/9JiS3DGPEGs
0:00 Intro
1:41 Volkswagen & Herbert Diess (The Full Story)
20:42 How will Volkswagen transition to electric vehicles under CEO Oliver Blume?
33:20 EU ban to sell new fossil fuel cars from 2035
37:56 Is VW competitive globally?
43:45 German auto industry
53:00 Tesla Giga Berlin and Tesla’s unfair advantage
1:00:35 Suppliers
1:02:39 Profit breakdown of German auto industry
1:05:58 VW vs. Porsche (battery cells)
1:09:55 Consumers will decide
1:10:20 Battery supply for German auto industry
1:12:35 Founder led vs. manager led companies
1:15:35 Solid state batteries
1:17:07 Talent & company culture
1:27:08 Software culture & innovator’s dilemma
1:32:57 Herbert Diess: Tragic figure
1:38:34 Autonomous driving (vs. Tesla FSD)
1:53:50 Political sentiment towards Tesla in Germany
2:00:53 Has Alex Voigt ever considered working for Tesla?
2:02:51 Relationship between Alex Voigt and German car industry
2:04:22 Biggest risks for Tesla
2:08:12 Why Alex Voigt is all-in on TSLA stock
2:16:22 Buying TSLA stock with margin
2:20:57 TSLA stock valuation
2:27:08 Short attack on Tesla stock
2:30:00 Hedging strategy
2:31:55 Demand for Tesla vehicles
2:40:18 Biggest competitors for Tesla
2:43:15 Interacting with Elon Musk on Twitter
2:50:42 Citizen journalism, social media & monetization
3:05:50 Tesla Stock manipulation & FUD
3:08:25 The Tesla experience
3:12:14 Tesla customers becoming shareholders
3:17:21 The importance of retail investors & Tesla Motors Club
3:21:42 Tesla is a mission driven movement
3:25:23 Twitter & moral compass
3:29:04 Bitcoin & crypto
3:32:30 Philanthropy & financial freedom
3:35:48 A regular day for Alex Voigt
3:39:35 Meaning of life
► Listen to my videos in your favorite podcast player: https://anchor.fm/remouherek
► Follow me on Twitter: https://twitter.com/remouherek
