Gene Munster | Source | Managing Partner at Loup Ventures

The number of original content shows outside the U.S., growth of subs outside of the U.S. and pricing increases outside of the U.S. will dominate the Netflix conversation — and it is a big opportunity.

These developments are psychological setbacks for investors looking to gain confidence in Tesla production and underlying demand. But the news does not fundamentally change the company’s long-term opportunity related to EV, renewable energy, autonomy, and ride-sharing.

These developments are psychological setbacks for investors looking to gain confidence in Tesla production and underlying demand, but the news does not fundamentally change the company's long-term opportunity related to EVs, renewable energy, autonomy, and ridesharing.