I've Never Heard Elon Musk so Bullish on Tesla 🤩⚡

It was a legendary Tesla conference call!! Elon Musk sounded insanely focused and dialed in as he explained Tesla is planning to launch an self-driving robotaxi service in Austin in June of THIS YEAR. He also clarified he expects Tesla to launch full self driving in many regions across the US in 2025. Additionally, with Optimus and Cybercab Elon retierates he believes not only that Tesla will be the world's most valuable company ... but more valuable than the world's next 5 largest companies combined. Wow. As crazy as it sounds, it just might be true! What are your thoughts on the call? I left feeling very very bullish, feeling the confidence from Elon and the team. 0:00 Intro 0:44 Elon Opening Remarks 13:29 SAY Retail Questions 22:37 Analyst Questions 25:04 Gali Final Thoughts/Rant My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and nothing in this show is financial advice. Here are my notes from the conference call (note, may not be accurate!!): Tesla Q4 2024 Earnings Call Notes INTRO- ELON OPENING REMARKS -Q4 set record, delivered cars at rate of almost 2M cars/year -Model Y best-selling vehicle of any kind on earth (elon focused and talking quickly) -10Xing on autonomy, not doubling -many investments made this year that will bear immense fruit in the future, for AI -see a path for Tesla to the worlds most valuable company by far, worth more than the next 5 companies combined, difficult but achievable path -overwhelmingly due to autonomous vehicles and autonomous robots -setting up for an epic 2026, and ridiculously good 2027 and 2028 -meeting FSD now is like meeting a toddler -human intuition is linear, we’re seeing exponential progress -#1 recommendation is try it -typical passenger car has 10 hours of use out of 168, when its autonomous, itll be used for 55 hours a week … can deliver packages in the middle of thenight, or supply restaurants, all hours of the day or night. 5X increase in utility -more on self driving, continued improvements in safety numbers, much safer to use FSD -V14 will be another big step from V13 -launched CORTEX training cluster at Giga Austin, big step for FSD, continue to invest in training needs -Optimus training needs are about 10X what’s needed for the car -cost of training is dropping dramatically over time -Optimus has potential to be north of $10T in revenue, can put a lot training compute into that situation, even pumping $500B into it would be a good deal -future very different from the past, incredible inflection point in human history -proof is in the pudding -launching in June this year in Austin, already have cars moving autonomously in Fremont, thousands of cars per day driving, soon in Austin then elsewhere in the world -toe in the water at first to make sure everything is cool, but we have a general solution for autonomy , then put a few more toes,