hey guys welcome to connecting the dots the podcast where we follow the breadcrumbs and try to predict where disruptions will take us when i just started this channel i called my first video tesla stocks secret army the video presented an idea which at the time seemed quirky but has since gained ground that as more and more people experienced tesla cars they will start buying and hodling the stock and it showed what should happen to stock prices as a result since the video went public from time to time i saw signs confirming this but when qNUMBER_TOKEN's amazing production numbers came out there was an outpour of tweets that showed that first video is worth revisiting this video will start with the main ideas of the original video i will then show how the ideas aged in the NUMBER_TOKEN months since then finally i'll give my opinion on how it will affect the stock price in the future this video is sponsored by uncensored crypto uncensored crypto is a new docu-series featuring NUMBER_TOKEN industry insiders sharing their predictions for NUMBER_TOKEN and beyond and they're giving away five thousand dollars in bitcoin to one lucky viewer and another NUMBER_TOKEN NUMBER_TOKEN in alt coins for people who take part in the world premiere fun and games for a free pass to the uncensored crypto video series premiere click the link in the comments below if you haven't done that already please subscribe to the channel and smash the like button to support it it really helps the channel you can also support the channel on URL_TOKEN connectynodots for as little as one buck a month so i can keep creating content for you guys and send you my exclusive patreon only newsletter there's a link in the description now buckle up and get ready because we'll talk investing and disruption and disruption is never boring before everything grab your popcorn guys and let's watch the main parts of my first video if you haven't watched it yet you'll need this to understand the rest but your time is valuable so if you've already watched it and want to head straight to the update there are time stamps in the comments below tesla spacex the boring company and other companies driving technological disruptions however since tesla stock just reached twenty three hundred dollars before performing a stock split i'd like to open the series by talking about one aspect that's currently going under the radar but is driving tesla's share price through the roof i call it tesla stocks secret army before we dig in let's clarify the connection between price and value we'll need this distinction later on price is what you pay for something but value is what you get from it suppose i go out and buy a slightly used tesla model ylr a base model y starts at fifty thousand dollars and this car is slightly used but also has some options so to make things easy let's say that the value of that car is fifty thousand dollars tesla is supply constrained and can't make enough model wise for the world so let's say there's a four week waiting period for a new why but i want it now so i drive up to see the car and there are other prospective buyers there we all want the car so we make our bids until i finally buy it for sixty thousand dollars and happily drive away so what happened here i paid sixty thousand dollars and this is the price of the car but the value of the car remains at fifty thousand dollars on the other hand if i paid forty thousand dollars
START_SPONSOR_TOKEN is sponsored by uncensored crypto uncensored crypto is a new docu-series featuring NUMBER_TOKEN industry insiders sharing their predictions for NUMBER_TOKEN and beyond and they're giving away five thousand dollars in bitcoin to one lucky viewer and another NUMBER_TOKEN NUMBER_TOKEN in alt coins for people who take part in the world premiere fun and games for a free pass to the uncensored crypto video series premiere click the link in the comments below if you haven't done that already please subscribe to the channel and smash the like button to support it it really helps the channel you can also support the channel on URL_TOKEN connectynodots for as little as one buck a month so i can keep creating content for you guys and send you my exclusive patreon only newsletter there's a link in the description now buckle up and get ready because we'll talk investing and disruption and disruption is never boring END_SPONSOR_TOKEN