In this conversation, Sean Emory, founder and Chief Investment Officer at Avory & Co. discusses the potential of Tesla's full self-driving capabilities and its impact on the market.

He explores the different approaches to autonomous vehicles, comparing Tesla's camera-based approach to Waymo's LiDAR-based approach.

Sean also delves into the market potential of autonomous vehicles, considering the number of vehicles on the road and the cost of autonomous technology.

He raises questions about Tesla's position in the market and the future of hybrid vehicles.

Overall, Sean emphasizes the importance of full self-driving technology and its potential impact on Tesla's valuation.

Chapters

00:00 Introduction and Focus on Tesla
02:18 Comparing Tesla's Camera-Based Approach to Waymo's LiDAR-Based Approach
03:11 The Potential of Camera Technology in Full Self-Driving
04:09 The Role of Simulation in Training Autonomous Vehicle Models
09:54 Sizing Up the Market Potential for Autonomous Vehicles
14:43 Evaluating Tesla's Position and Future in the Market

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