[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.]

![PTrubey Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::990361260.png) Phil Trubey [@PTrubey](/creator/twitter/PTrubey) on x 7632 followers
Created: 2025-07-23 23:09:49 UTC

-------- CFO/Financials  ---------

Oof. Elon: "We could have a few rough quarters coming up, Q4, Q1, Q2 but 2H26 looks great, maybe end of next year."

Next several years, Tesla will transition from pre-autonomy to post-autonomy. "Some teething pains will occur."

Robotaxi should have material impact on Tesla financials by the end of 2026.

BBB will negatively impact all operations including vehicles, energy.

$284M Bitcoin gain in Q1 va $125M loss in Q1.

$9B(!) of capex for rest of 2025.

Tesla will be financing Robotaxi network through a combination of cash and eventually debt financing based on predictable cash flows from network.

Something they didn't address - their aggregate vehicle factories worldwide are only running at XX% of full utilization through 1H25(!). Should be a positive catalyst IF they can sell more vehicles going forward.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948158640835412090/c:line.svg)

**Related Topics**
[bbb](/topic/bbb)
[elon musk](/topic/elon-musk)
[phil](/topic/phil)
[tesla](/topic/tesla)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)
[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)

[Post Link](https://x.com/PTrubey/status/1948158640835412090)