The next phase of Tesla's growth is in physical AI, says Barclays' Dan Levy

Joining us right now is Dan Lee Barkley's senior US uh autos and mobility analyst. Good morning to you. So much to to think about from that call from sort of the pivot.Uh let's just start there. What what did you think of what you heard. What do you think of this pivot.>> Yeah, thank you. Thank you Andrew and Becky for for having me. Look, um, this pivot has been in in the works and so it's not really much of a of a surprise given everything that's played out over the last year and a half, but we did think ...