$TSLA has never been a conventional company! (Patreon)

BOMBSHELL FOR ME LAST NITE FROM THE EARNINGS CALL

Elon on Optimus:  

• Bot has the potential to far exceed anything else of Tesla combined 
• By far the most sophisticated humanoid robot developed anywhere in the world
• Good chance of shipping some number of Optimus in 2025. (WHAT???? 2027 was my target)
• He was in Optimus lab late last night  
• He will  make sure it's safe, impossible for any centralized control to upload malware 
• He will be a robot that can do generalized tasks 
• It uses the same training/inference as in the cars for FSD

Shout out to Mr Bonvivant and the Kobeissi Letter - I could not have said it better myself. 

FROM KOBEISSI

“The beauty of Tesla, $TSLA, is that it has never been a conventional company.

Tesla does not operate like a traditional company with quarterly results tailored to what Wall Street wants.

Rather, Tesla has been and will continue to be a story about innovation and @elonmusk’s vision.

The company has some of the brightest engineers in the world who sometimes may not align with Wall Street’s definition of a “perfect” company.

Without Tesla, most people wouldn’t know what an EV is and car market innovation would be minimal.

While the recent move lower in $TSLA could have more room to run, one lesson has always prevailed:

Betting against Tesla has never worked in the long-run.”

https://x.com/kobeissiletter/status/1750521076717629896?s=46&t=-Z_j_9pL3gvOZtGDE-DaEg

FROM GURGAVIN

LATER TODAY HANS

Hans is on at noon PT to discuss how far ahead they actually are. 

The bombshell that hit me on the call last nite was "WE WILL SHIP OPTIMUS BOT NEXT YEAR"

MY PLANS

I am not buying yet, bags are more or less packed, even though i packed a little early. I still have margin to buy but right now sitting pat.