Dan Ives: “For Tesla, it’s not about deliveries, it’s about AI.”

Future Outlook - The industry anticipates Tesla's market capitalization could reach $2 trillion, driven by advancements in AI, robo taxis, and physical AI [1] - The industry suggests that Tesla's deliveries might experience softness in the near term [1] - The industry believes deliveries will rebound somewhat in the second half of the year [2] Strategic Focus - The industry emphasizes that Tesla's focus extends beyond vehicle deliveries [2] - The industry views Optimus robotics, specifically scaled humanoids, as a significant component of Tesla's future [2] - The industry predicts Tesla will acquire a substantial stake in XAI, subject to a vote expected by November [2]