We need to talk about what Elon just said
Автор: Farzad
Загружено: 2026-01-29
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Tesla's Bold AI Future: Key Insights from Q4 2025 Earnings Call
Dive into Tesla's Q4 2025 earnings call recap, revealing groundbreaking shifts in Tesla's strategic focus towards AI. Discover how Tesla's Full Self-Driving (FSD) subscriptions are transforming its business model and contributing to its staggering revenue. Learn about the discontinuation of the Model S and Model X to make way for humanoid robots and the upcoming Cyber Cab, a driverless vehicle platform. Understand Tesla's commitment to a $20 billion investment in capital expenditures for its ambitious AI projects, including the integration with X.ai and the development of AI-optimized chips to secure its supply chain amid potential geopolitical risks. Don't miss the launch of the book 'Abundance or Collapse,' highlighting the AI transition and its societal impacts.
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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.
My stock holdings are ~90% Tesla, ~10% Lemonade.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.
If you like this content I would greatly appreciate your likes and shares!
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