15:58 #Tesla #AI #DATA #Cortex #FSD #Robotaxi #PricePrediction #TSLAvsBTC #Optimus #Insurance
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0:00 Introduction
2:08 Tesla AI Roadmap
3:57 Tesla AI Rolling Out to China and Europe
4:23 FSD Impact on Stock
5:26 1 OEM Software Licenseβ¦. $5BN
6:53 Size Matters! TSLA Insurmountable Lead in Data
7:18 Tesla Size vs YT, IG, Meta
8:02 35% of Startup Investments is AI
8:22 Tesla is Leader in Real-World AI
9:06 3 of the Largest AI Clusters on Earth
10:01 7 Million Fleet Driving 2000 miles per Second
10:24 And MSM ignore Elon as he is a Threat to Them!
11:15 Tesla Robotaxi Running Around Hollywood!
12:03 And I have not even mentioned the BOTS!
12:20 Nor Tesla Insurance
13:35 Analysts Waking Up! Blair – Apple of Energy!
14:01 Monster Megapack Projects Going live
14:50 Georgia does another Half a Billion Dollar Deal
15:18 Biggest Building & Factory on Earth Got Bigger
15:58 JoeTegtmeyer: A Thousand CyberTrucks
16:30 Roland: China Ramping
17:01 Tesla Continues to be Leader in Brand Loyalty
17:49 Tesla Least Likely to be Involved in Fatal Accident
19:01 Cern: Tesla 41% Avg Return Last 14 Years
19:42 IA 2032 Targets 4th July 2024 – Pair Trade of the Decade
21:11 IA 2032 Targets 4th July 2024 – Pair Trade of the Decade
21:43 Time to Get Rid of PEs and PEGs
21:57 FCF Is Everything
22:08 Why FCF?
22:41 The Competition Are Failing Fast
23:12 VW to Close 2 Plants – First Time Ever
23:58 Psst RIVN – VW Will Not Be Able To Pay for This!
24:18 Reminder Why Hybrids are Dumb!
25:02 TSLA on ATR – 81% Gain to ATH
25:30 Elon – Genius of our Generation
26:07 TSLA $310 PT Morgan Stanley
26:25 Wall St Waking Up
26:41 Elon – Genius of our Generation