Adam Jonas - Morgan Stanley & Co. International

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Last quote by Adam Jonas

If we assume that Waymo can grow to ~1% of global miles driven by 2030 (based on a fleet of ~3mn cars each driving ~65k miles/year) and that Waymo can generate on average ~$1.25 in revenue per mile driven, it implies a ~$70bn Waymo enterprise value. More miles/year and revenue/mile could lead to an enterprise value of ~$140bn.feedback
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NEW May 23 2017 Driverless cars
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Adam Jonas is associated, including Tesla, AMG, and depreciation. Most recently, Adam Jonas has been quoted saying: “There have been numerous developments that suggest to us the continued preparation of an assault by large tech firms on the market for shared, autonomous, electric mobility.” in the article Google sister company and Lyft teaming up on driverless car technology.
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Adam Jonas quotes

Tech firms are hunting for ever more data. Miles = data.feedback

At this time, we ascribe zero value to Tesla shares from this business. We take this view due to the uncertain economic and regulatory forces facing the energy business, particularly the solar business.feedback

We're about to find out where this invested capital is going.feedback

We see the ADAS [advanced driver assistance systems] market growing faster than consensus anticipates, but we also see a more rapid commoditization of the enabling tech and sensitivities around data sharing. We lower our [price target] … on higher R&D costs, lower share and greater competition.feedback

Amongst all major global auto manufacturers, FCA is the closest thing to a pure play on the U.S. light truck/SUV market. They were also inarguably in the most vulnerable position with respect to fuel economy standards which may have a more relaxed cadence/target level under the new administration.feedback

You don't have to be anti-electric to be pro-fossil fuel.feedback

To the extent the new administration prioritizes the creation of valuable, innovative high tech and manufacturing jobs, Tesla stands at the epicenter of that. That Trump would be relying on Musk as an adviser has come as quite a surprise to many people. I don't know what kind of multiplier you put on that, but it's a significant boost to the economy.feedback

The market is moving Tesla's way on EVs.feedback

Today the largest cost for ride-sharing services like Uber is the salary of the driver, followed by vehicle depreciation. Controlling the economics of depreciation mandates that such companies get closer to the used-car transaction.feedback

We expect the Model 3 to live up to the Tesla brand image as a 'no compromise' high-performance car, with a high degree of driving pleasure. We would be very surprised if the performance specs, such as acceleration and handling, are not on par with or superior to high-performance 'M' or 'AMG' versions of the equivalent German premium sedans.feedback

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