Part 2/8:
A significant transition is taking place within Tesla’s operational strategy. The conversation starts with the assertion that Tesla’s serious investors are no longer fixated on unit volumes of production, shifting their focus instead to groundbreaking concepts like robotaxis and Optimus. This discussion hints at the potential for a future where each vehicle sold could transform into revenue-generating assets through full self-driving (FSD) subscriptions—hinting at margins that could far exceed previous standards.