https://3speak.tv/watch?v=taskmaster4450le/vgjhcatr
A final look back at the quarter than just ended.

In this video I discuss the numbers the Chinese government released. It details the wholesale numbers or Tesla out of the Shanghai factory.

https://3speak.tv/watch?v=taskmaster4450le/nhwstqvu
This is a bit different video but is something that i think important as markets crash.

We will dive into what Warren Buffett said about markets along with how we can apply it.

https://3speak.tv/watch?v=taskmaster4450le/xxllgztv
Manufacturing is not easy.

In this video I discuss how making a claim about future production is easy. Prototypes are much easier to build. Scaling is tough especially when supply chains have to be build from scratch.

https://3speak.tv/watch?v=taskmaster4450le/ssptosox
We hear a lot about the automotive industry. This is for good reason since it is a large part of many economies.

In this video I discuss how we are looking at an industry that will dwarf the automotive. This is something that is overlooked by many in the industry.

https://3speak.tv/watch?v=taskmaster4450le/mcltyxke
Tesla Energy is a growing percentage of the overall revnues of Tesla.

In this video I discuss how things could unfold for 2025, a scling year for Tesla in many areas.

https://3speak.tv/watch?v=taskmaster4450le/fnmufvqy
Ford isnt sitting back. The day the tariffs were announced a new ad promoting employee pricing across its line started airing. The company was awaiting for the day to release it.

In this video I discuss how we are seeing what commonly happens. While everyone is looking at the negative impact, companies will get innovation and seek to use it for advantage.

https://3speak.tv/watch?v=taskmaster4450le/tfvoftzf
Tesla has exposure to the tariffs.

In this video I discuss how automotive is fairly protected from the Trump tariffs but there is another area that is not.

https://3speak.tv/watch?v=taskmaster4450le/csvphgcv
The numbers are in and they were worse than expected.

In this video I go through both the vehicle production and deliveries along with energy deployments.

https://3speak.tv/watch?v=taskmaster4450le/hwngtoio
The vehicle delivery numbers will be out tomorrow and they will be down. The conversion to the new model hindered the sales this quarter.

In this video I question whether we can see a record in the energy deployments. This is a major growth center for the company and with 31gWh last year, can we see a 12-15 range this quarter?

https://3speak.tv/watch?v=taskmaster4450le/sydoripb
A mistake was made in the video: the $50K was only the asking for discovery. The total of the lawsuit amouns to ver $1 million.

A civil lawsuit was filed against one of the people arrested for vandalism against a Tesla. This was by the vehicle owner.

In this video I discuss the next wave that we might see.