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Dan Ives: “For Tesla, it’s not about deliveries, it’s about AI.”
Yahoo Finance· 2025-07-25 13:21
I agree that it's not great in terms of near-term fundamentals. Was this a quarter that you're going to frame, you know, on a wall. No.The next few quarters, could it be soft from a delivery perspective. Of course. And Musk hit that.But to me, this is just the beginning. I believe this is a $2 trillion market cap because when I think about the future, it's about AI. It's about robo taxis. It's about physical AI.Optimus robotics is that scales humanoids that's gonna be a huge piece of the Tesla story and the ...