Tesla’s Latest Updates Raise Big Questions

Good News and Bad News for Tesla
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Cyberbulls E185

The Bulls:
Herbert Ong @herbertong
Jeff Lutz @thejefflutz
Cern Basher @cernbasher

00:00 Tesla Good and Bad
01:01 Why the Stock Fell
06:05 Inventory Debate
12:35 BYD Reality Check
17:18 FSD 14.3 Hype
20:55 Robotaxi Ramp Signals
27:53 What 14.3 Improves
32:45 Supervised vs Unsupervised
37:21 Scaling Unsupervised Rollouts
40:59 Waymo vs Tesla Ramp
42:35 Elon Timelines and AI
48:13 Bot Factories and Production
55:29 Robotaxi App and UX
58:10 SpaceX IPO Valuation Talk
01:02:29 April Milestones Ahead
01:04:47 Macro Worries and Markets

NOTE: I’m not involved in offering investments and don’t provide advice. But for general informational purposes, I can share the names of independent firms people can research on their own.

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Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.

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