Tesla just dropped their Q2 earnings and the numbers are rough — but is it a short-term dip or the setup for something bigger? In this episode, Kees, Demian & Kenny break it all down: from margin pressure and underperforming Cybertrucks to a massive Robotaxi and Optimus expansion plan.

In episode 47 we cover:

📉 Earnings Breakdown

• Revenue and profit drop significantly
• Cybertruck & Model S/X sales disappoint
• Energy storage segment sees explosive growth

🤖 AI, Robotaxis & Robots

• Elon: Robotaxi coverage expanding to 50% of the U.S.
• Optimus: ramping up to 1 million units?
• FSD adoption still low — and many drivers don’t even know it exists

⚡ Strategic Shifts

• Batteries & energy as the next growth wave
• Cheaper Tesla models in the works
• Will Tesla licensing FSD help accelerate adoption?

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