In this episode of The Brainstorm, join Nick Grous, Tasha Keeney, and Brett Winton as they dive into Tesla's latest earnings, the future of Robotaxis, and the challenges of humanoid robots. Explore insights on Tesla's production ramp, AI advancements, and the potential for full autonomy.

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

Key Points From This Episode:

• Tesla's recent earnings call highlighted increased confidence in their Robotaxi service and plans to scale production rapidly.
• Elon Musk expressed optimism about achieving unsupervised full self-driving capabilities soon, aiming for 3 million vehicles annually within two years.
• The discussion explored the complexity of humanoid robots, estimating the problem to be 200,000 times more challenging than Robotaxis.
• Tesla's strategy involves leveraging AI compute power and Robotaxi cash flow to advance humanoid robot development.
• Regulatory hurdles remain a significant factor in the rollout of full autonomy and Robotaxi services across different states.

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