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Why Tesla’s delivery numbers shouldn’t be a concern
The Street
Follow
yesterday
Tesla reported it’s second straight year-over-year drop.
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🥇
Sports
Transcript
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00:00
So I think that the market is telling you that these numbers represent what the company Tesla was, now what's becoming.
00:06
It's not an EV company anymore, so clearly these numbers, it was a slight miss, but it was better than feared,
00:11
because I think the lowest estimates were around $350,000.
00:14
They came at $384,000. The street wanted $389,000.
00:17
So I think that it was better than feared, and I think that having an effect on what the company was
00:23
is pretty minimal for what it's trying to become, because it's trying to become the operating system of physical AI
00:29
through humanoids, through autonomy. If that vision comes to a reality,
00:34
we're not going to worry about a couple hundred thousand delivery numbers anymore.
00:37
It's going to be something about the early disruptors of this multi-trillion dollar TAM.
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