Tesla's Bull Thesis is Stronger than Ever #TSLA

Merch https://www.farzadmesbahi.com/merch
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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.

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Timestamps:
00:00:00 Introduction
00:08:10 Model 3 losing EV Credit & Highland
00:24:39 Ford
00:27:00 Tesla & financing
00:29:18 Deutsche Bank liquidity financing
00:29:50 All included service
00:33:10 Ross Gerber
00:37:09 Ford GM
00:48:49 BMW / engineer vs finance
00:55:30 Ford vs Tesla (450)
00:55:46 Tesla profitability
00:57:49 EVS in China
01:02:15 Tesla Europe
1:07:00 Q&A