Business Insider’s Matthew DeBord sat down with Morgan Stanley auto and mobility analyst Adam Jonas for Episode 3 of The Bottom Line with Henry Blodget.
Jonas has long been bullish on Tesla, but he’s never been an unqualified bull. And from his point of view, Tesla could ultimately be more valuable as a transportation company than as a carmaker.
Adam fills us in on:
- What he expects for the Tesla Model 3 compared to what the company is planning
- How other automotive companies view Tesla
- How real he thinks Tesla’s vision for the future of cars is
- If we should take Tesla seriously as a player in the transportation industry