Description
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00:00 Introduction
02:20 Tesla Gap Filled
05:08 How Low Can It Go?
06:32 Defending Tesla
07:17 Shareholder Meeting Photos
09:56 Herbert's Questions at the Shareholder Meeting
12:00 Why Tesla Stock Dropping
15:57 Shareholder Meeting as a Bookend
20:00 Tesla's Spatial Intelligence: TSLA's Exclusive Super Power
23:47 Chip Manufacturing
29:04 James' Thoughts on Robots / NVIDIA
36:28 Political Problem?
39:50 Elon's Popularity
46:55 Middle Class Hollowed Out
50:44 Next Catalyst for Stock Price
57:40 FSD
01:07:13 AI Bubble Bursting Next Few Months
01:13:37 Is Elon Going to Buy Stock Again?
01:15:09 Service as a Service - How can anyone compete?
01:17:00 Any True AI Competitor that can match Tesla?
01:19:37 Alexandra's Proposal