Part 7/11:
The host pointed out Tesla’s resilience, noting that even in traditionally challenging first quarters, Tesla’s growth remains positive—over 35% year-over-year in Q1—contrasting sharply with Johnson’s dire outlook. Additionally, Tesla’s global market share has continued to expand, outperforming competitors like BYD in electric vehicle deliveries, despite challenging conditions in China, Europe, and the U.S.
Johnson, however, focused on “issues” he perceives in Tesla’s battery technology and competition, suggesting that Tesla’s valuation is unjustified given its current challenges. Yet, his arguments largely ignore Tesla’s operational improvements and market dominance, relying instead on negative narratives about its future.