HyperChange

Tesla Q2 2024 Earnings Analysis đŸ€“đŸ“Š


Listen Later

Tesla's earnings are hot off the press! Revenue of $25.5B (+2.3%) and profits of $1.6B. On the earnings call CEO Elon Musk stressed the importance of FSD, and how its set to transform Tesla's business. He confirmed the Robotaxi unveiling will be on 10/10, and provided an update on Optimus, saying it will begin Version 1 production in 2025, and Version 2 production to outside customers in 2026. Overall the call was a little boring. We are in a quiet/chill period for Tesla until 2025 when the cheaper model & robotaxi launch. I think a big catalyst may be brewing with another OEM licensing Tesla's FSD. What are your thoughts on the quarter??

Charts / Tesla financial data from Main Street Data: https://mainstreetdata.com/tsla0:00 Tesla Q2 2024 Financial Results
3:52 Tesla Energy going CRAZY
6:32 Conference Call Notes
7:13 Tesla’s $860B Valuation
11:52 New Cheap Tesla coming in 2025
13:18 First Robotaxi Ride?
14:23 Optimus Robot AHEAD OF SCHEDULE
15:18 Tesla NEEDS To Invest in XAI
17:33 Huge catalyst for Tesla stock brewing
18:55 What’s Next for Tesla Stock

...more
View all episodesView all episodes
Download on the App Store

HyperChangeBy hyperchange

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

98 ratings


More shows like HyperChange

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,281 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,043 Listeners

Ride the Lightning: Tesla and EV Podcast by Ryan McCaffrey

Ride the Lightning: Tesla and EV Podcast

950 Listeners

Odd Lots by Bloomberg

Odd Lots

1,828 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,440 Listeners

FYI - For Your Innovation by ARK Invest

FYI - For Your Innovation

386 Listeners

Electrek by 9to5Mac

Electrek

510 Listeners

EV News Daily - Technology and Business of EVs by Martyn Lee

EV News Daily - Technology and Business of EVs

464 Listeners

Dave Lee on Investing by Dave Lee on Investing

Dave Lee on Investing

142 Listeners

Dumb Money Live by Dumb Money

Dumb Money Live

119 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,263 Listeners

Joe Lonsdale: American Optimist by Joe Lonsdale

Joe Lonsdale: American Optimist

173 Listeners

Catalyst with Shayle Kann by Latitude Media

Catalyst with Shayle Kann

262 Listeners

Elon, Inc. by Bloomberg

Elon, Inc.

149 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

463 Listeners