🧵 🚨 Tesla Q2 Earnings: #1 Elon says Robotaxi could serve half the US population by year-end.
Game-changing ambition or Elon being Elon?
$TSLA
🧵 🚨 Tesla Q2 Earnings: #2 We will get approvals for FSD in Most of Europe this year even this qtr. China will be unblocked soon. This is the biggest demand driver for cars.
$TSLA
🧵 🚨 Tesla Q2 Earnings: #3 Production release of FSD/Auto Pilot is several months behind Robotaxi. Step change improvement coming.
$TSLA
🧵 🚨 Tesla Q2 Earnings: #4 Diner got worldwide attention - beacon of hope.
$TSLA
🧵 🚨 Tesla Q2 Earnings: #5 FSD we can 10x the parameter account - very hard to do... u get choked by Memory Bandwidth.
$TSLA
🧵 🚨 Tesla Q2 Earnings: #6 Energy booming despite tariff and SuppChain challenges. Batteries are going to be massive... demand thru the roof.
$TSLA
🧵 🚨 Tesla Q2 Earnings: #7 Optimus design is being optimized. V2.5 now. V3 is an exquisite design. It will be the biggest product ever. Super hard problem to solve. Nothing off the shelf. Car and OP are robots in diff forms. Tesla by far the best in world for RW AI
$TSLA
🧵 🚨 Tesla Q2 Earnings: #8 Google is not good at real-world AI. The best way to predict the future is to make it happen.
🧵 Tesla Q2 Earnings: #9 Optimus version 3 Prototype by end of this year. Volume production in 2026. HUGE 🤖🤖🤖🤖
🧵 Tesla Q2 Earnings: #10 Bitcoin price resulted in $284M in unrealized gains in Q2
🧵 Tesla Q2 Earnings: #11 Robotaxi Expansion - going great so far in Austin. Smooth, safe, plan to continue to 10x current region and testing in a lot of other cities, SF Bay Area next, Florida, Nevada etc also being tested.
🧵 Tesla Q2 Earnings: #12 FSD for personal use timeline... FSD by end of year - unsupervised... not something you want to rush. Several cities in the US. Same hardware in Robotaxi as customer cars.
🧵 Tesla Q2 Earnings: #13 Optimus Factory Tasks - not answering the Q - 5 years will be making 100K a month
🧵 Tesla Q2 Earnings: #14 More Affordable models. Started in June, ramping in NA around the corner. Q3 focus on current models then Q4 more affordable models after tax credit goes away.
🧵 Tesla Q2 Earnings: #15 xAI investment. not the forum for this topic.
🧵 Tesla Q2 Earnings: #16 Tesla design studio - Franz. Exciting future is all.... massive transformation from pre-autonomy to post-autonomy - NEW MASTER PLAN COMING from Elon - will change the world profoundly.
🧵 Tesla Q2 Earnings: #17 Execution will make Tesla the most valuable company.
🧵 Tesla Q2 Earnings: #18 HW3 vs HW4 - get unsupervised out for HW4 first... then think about HW3
🧵 Tesla Q2 Earnings: #19 DOJO 2 operating at scale in 2026 - e.g. 100K H100 equivalents. AI5 is a spectacular chip that will be in volume production by the end of 2026. DOJO3 and AI6 Inference chip - basically the same chip - 2 of them in a car or Optimus and larger like 5 to 12 on a board.
🧵 Tesla Q2 Earnings: #19 Sales pipeline for megapack paired w solar. Also, Storage unlocks grid efficiency... but solar projects will still get built.
🧵 Tesla Q2 Earnings: #20 Cybercab 25c to 30c per mile
🧵 Tesla Q2 Earnings: #21 nobody appreciates how large the scale of demand is for what they make eg, megapacks have INFINITE DEMAND at 31% margin
🧵 Tesla Q2 Earnings: #22 nobody appreciates how powerful the TESLA CHIPS are... they will have to NERF AI 5 chip as it is too good for export restrictions.
🧵 Tesla Q2 Earnings: #23 Optimus will be live at shareholders meeting.
🧵 Tesla Q2 Earnings: #24 Optimus will be live at shareholders meeting.
🧵 Tesla Q2 Earnings: #25 FSD is a personal chauffeur for $3 a day.
🧵 Tesla Q2 Earnings: #26 FSD penetration increased 25%
🧵 Tesla Q2 Earnings: #27 Next year ie 2026 people can buy a car and release it into the robotaxi fleet. This will also help make cars more affordable. People are smashed now from a financial perspective.
🧵 Tesla Q2 Earnings: #28 xAI is ASI, Tesla is AGI.
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