Episode Summary:
In this episode, Bodie dives into Tesla's Q2 2025 earnings call, offering real-time reactions and analysis. Elon Musk announced the successful launch and expansion of Tesla's Robotaxi service in Austin, with ambitious goals to reach half the U.S. population by year-end—pending regulatory approval. Bodie examines the feasibility of this rollout and critiques Elon’s commentary style during earnings calls. He also explores Tesla’s updates on full self-driving (FSD) capabilities, including growing adoption and plans for unsupervised FSD in certain jurisdictions. Additional highlights include Tesla Energy's record deployments, the Optimus humanoid robot roadmap, financial impacts of tariffs and regulatory changes, and the implications of Elon’s control over Tesla amid AI advancements. Bodie closes with reflections on Ozzy Osbourne and a teaser for an upcoming podcast season.
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