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Tesla Is Now An AI Company
Manage episode 496376297 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Tesla reported it's Q2 2025 earnings last night and the stock is down almost 9% today. There was a ton of useful information in the conference call, but I felt like Elon's vibe was off. He hasn't been paid since 2018, and because of that his ownership in Tesla is much lower than it should be. I'm worried this is holding back the potential for an XAI merger and is a material risk to Tesla. Now the company is betting everything on AI and Robotics ... Elon expects the vehicle business to stay flat (or be weak) for the next ~4 quarters, then Robotaxi will begin to ramp. Targets for Optimus are 100K units/month by the year 2030. What were your thoughts on the shareholder letter and conference call?0:00 Intro0:32 Tesla Q2 Financial Results2:46 Conference Call3:32 Tesla needs to Pay Elon5:43 Will Tesla invest in XAI?7:07 Why is Tesla stock down today?8:08 Optimus Progress (V3)8:45 New Masterplan for Tesla …9:06 Critical Moment for Tesla
367 episodes
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Manage episode 496376297 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Tesla reported it's Q2 2025 earnings last night and the stock is down almost 9% today. There was a ton of useful information in the conference call, but I felt like Elon's vibe was off. He hasn't been paid since 2018, and because of that his ownership in Tesla is much lower than it should be. I'm worried this is holding back the potential for an XAI merger and is a material risk to Tesla. Now the company is betting everything on AI and Robotics ... Elon expects the vehicle business to stay flat (or be weak) for the next ~4 quarters, then Robotaxi will begin to ramp. Targets for Optimus are 100K units/month by the year 2030. What were your thoughts on the shareholder letter and conference call?0:00 Intro0:32 Tesla Q2 Financial Results2:46 Conference Call3:32 Tesla needs to Pay Elon5:43 Will Tesla invest in XAI?7:07 Why is Tesla stock down today?8:08 Optimus Progress (V3)8:45 New Masterplan for Tesla …9:06 Critical Moment for Tesla
367 episodes
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Similar to HyperChange
Africa-focused technology, digital and innovation ecosystem insight and commentary.
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continue reading
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continue reading
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continue reading
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…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
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continue reading
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…
continue reading
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