#Tesla #TeslaValuation #Optimus #Megapack #FSD #CyberCab #Robotaxi #EasterEggs
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0:00 Introduction
2:17 The Top 10 Shockers From Tesla Earnings Call
2:41 Scaling & Model 2
3:55 Lean and Mean - 3M Capacity w What They Have
5:25 Robotaxi/CyberCab
6:01 CyberCab App
6:45 Optimus Bot
7:17 Optimus - Bigger Than The Car
7:26 Optimus - More Valuable Than All Else
8:13 Bot / Robotaxi Regulation
9:32 Financials Not That Bad
10:54 Q2 Tailwind
11:52 Smart Car - all Else Dead
12:38 BEVs vs Failed Strategies
13:32 Energy Storage Record - Bigger Than Cars
15:06 Record Megapack Sales & Record Margins
15:36 Megapack Stock Price Valuation
16:15 AI
17:02 FSD Miles Driven
18:18 They Can Process It All Now
18:54 AI Fleet Inference Will Be Largest On Earth
20:38 Tesla Reorg - Not Execs Fleeing
21:17 Tesla - Not A Car Company
21:56 IA Tesla Valuation Needs Serious Updating
22:30 Tesla on ATR