X @Herbert Ong
Market Trends and Business Performance - Tesla achieved record second-quarter vehicle deliveries [1] - Tesla experienced strong market demand for Full Self-Driving (FSD) [1] Industry Dynamics and Strategic Expansion - Robotaxi operations are expanding on a weekly basis with a focus on safety and scaling [1] - Optimus humanoid robots are transitioning into the production phase [1] - Artificial intelligence compute infrastructure is scaling rapidly [1] - New Terafab chip plans are introduced to accelerate the future of autonomy and secure AI chip supply [1]