Discussion on Elon Musk's recent earnings call where he teased the next generation of vehicles, speculating on their features and timeline. Mention of competitive pricing, great features, and Musk's focus on growth and staying ahead of the competition.
(00:21) Asit Sharma and Deidre Woollard discuss:
- The promise of Tesla’s next-generation vehicles.
- If Tesla’s energy business is finally ready for prime time.
- How ServiceNow’s AI push is paying off.
(18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.
Companies discussed: TSLA, BYD, NOW, CNSWF
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Host: Deidre Woollard
Guests: Asit Sharma, Mary Long, Tom King
Producers: Mary Long, Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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