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Pressure Points: Tesla 4Q'25 Earnings
The fact that Tesla is disclosing FSD subscriptions is all you need to know about its progress. That progress makes Robotaxi expansion a reality.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
The fact that Tesla is disclosing FSD subscriptions is all you need to know about its progress. That progress makes Robotaxi expansion a reality.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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