X @Herbert Ong

Most people focused on Tesla's headline numbers.@CernBasher looked at what Elon Musk and Ashok Elluswamy actually said, and found a very different story!His biggest takeaways? Robotaxi may no longer be an autonomy problem but a scaling one, Tesla's biggest bottlenecks are now production and infrastructure, and the company's cautious Robotaxi rollout may be more strategic than it looks.These are the earnings call takeaways that deserve a closer look. 👇$TSLA ...