After the US stock market opened on April 26, US Eastern time.$Tesla, Inc. (TSLA.US) $The first quarter of 2021 results report: Q1 revenue of US $10.389 billion, up 74% year on year; GAAP gross profit margin of 21.3%, an increase of 70 basis points; non-GAAP net profit of US $1.05 billion, up 363% year on year.

It is noted that Tesla, Inc. has made a profit for seven consecutive quarters.

However, the company's shares fell more than 3% in after-hours trading because first-quarter revenue only slightly exceeded Bloomberg's expectations.

To thisTasha Keeney, an autopilot technology analyst at ARK, expressed his views in an interview.The analyst had expected Tesla, Inc. 's share price to reach $3000 by 2025 and $4000 in a bull market.

Tesla, Inc. is at least three years ahead of his competitors, and the automobile industry will meet the wave of mergers and acquisitions in the next 10 years.

"What excites me most are Tesla, Inc. 's development opportunities and autopilot."Tasha said at the beginning," from the recent announcement, we can see that Tesla, Inc. does plan to release the city's fully autonomous driving (FSD) Beta version to customers as soon as possible. At the same time, Tesla, Inc. also mentioned their new vision system and said that radar technology will be phased out in the future, which is faster than expected. "

Tasha believes that if you treat each car as a robot, then Tesla, Inc. 's deployment in the world is the largest. When each car is collecting information for Tesla, Inc., it has also become a huge advantage of the company.

She said:

With the commercialization of self-driving cars, Tesla, Inc., who has the advantages of scale and data, is the number one player in the industry. Of course, Tesla, Inc. also faces competition from many enterprises, such as General Motors Co, Toyota and so on, but these companies also have many problems to be solved. In this industry, not all enterprises can be successful.

In fact, I think the shift in autopilot and electrification will drive a major wave of mergers and acquisitions in the auto industry over the next decade.

When asked about Tesla, Inc. 's efficient use of funds and how to reduce vehicle manufacturing costs, Tasha explained that our analyst Sam has modeled according to Wright's law, describing a downward trend in the cost of electric vehicles, that is, each doubling of battery production reduces battery costs by 28%.

As we all know, batteries are the largest cost component of electric vehicles. Tasha added:

Tesla, Inc. plans to produce 25000 cars in the next few years, which will push electric cars to achieve price parity with fuel vehicles (Price Parity) as battery costs fall, which will also have a huge impact on demand. Now, the cost of owning a bullet train is lower than that of owning a fuel car.

However, Tasha does not believe that Tesla, Inc. can occupy more than 20 per cent of the market share in each segment of the auto industry, mainly considering the participation of traditional car companies, such as GM and Volkswagen. But she saidAt present, in terms of price and overall performance, Tesla, Inc. is still in the leading position in the industry, at least three years ahead of his competitors.

Like Cathie Wood, the head of ARK, Tasha believesIf you want to invest in innovation, you need to focus on five years, and now the volatility of Tesla, Inc. 's share price is a good time to help investors know more about what they are investing in.