[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Shanu Mathew @ShanuMathew93 on x 10.4K followers
Created: 2025-07-24 00:56:14 UTC
TSLA call highlights imo. It is interesting how TSLA calls are uniquely about future end markets, products, TAMs, production ramps vs. current financials (or future for that matters) than most other large companies of it's size. The ecosystem picture (if realized) is a cool vision of the future.
-Tesla aims to cover half the U.S. population with autonomous ride-hailing by end of 2025, pending regulatory approvals
-Tesla plans to 10x the parameter count in their Full Self-Driving ("FSD") neural networks
-Tesla sees massive untapped potential in battery storage - could more than double U.S. energy output by running power plants 24/7; Record energy deployment and profits in Q2 despite supply chain headwinds
-Tesla claims highest "intelligence density" in AI - focusing on performance per gigabyte rather than raw parameter counts
-Optimus X design finalized with prototypes expected this year, production ramp next year; Ambitious goal of X million humanoid robots annually within X years
-$7,500 EV tax credit elimination hits end of Q3, creating supply constraints and delivery delays; Regulatory credit sales to other automakers will decline, reducing revenue
-$300M quarterly tariff impact already hitting P&L, with full effects coming in future quarters
-Achieved highest-ever gross profit in energy storage despite lower deployment volumes
-AI/data center demand driving rapid growth in industrial storage segment
-Megapack sales diversified beyond solar projects, reducing policy risk exposure
-Purpose-built robotaxi could achieve sub-$0.30 per mile operating costs
-xAI focuses on massive terabyte-scale models, Tesla on smaller real-world AI applications
XXXXX engagements
Related Topics imo tesla stocks consumer cyclical stocks bitcoin treasuries