Exploring Tesla's narrative shift towards autonomy and robo-taxis, drawing parallels with Amazon's early days, and discussing the company's multi-faceted approach beyond just being a car manufacturer. Insights on Tesla's upcoming lower-priced model, historical pricing strategies, market competition, financial performance, and parallels with Amazon's reinvestment strategy.
Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited.
At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term delivery hiccups, and why Visa’s results are boring – and that’s a-ok.
Companies discussed: TSLA, BA, V
Host: Dylan Lewis
Guests: Jason Moser
Producer: Mary Long
Engineer: Dan Boyd
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