

Episode 416: Q2 Earnings Call Recap: FSD Transfer, Cybertruck Updates, and More!
Jul 23, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32
Introduction
00:00 • 3min
Nissan Signs on to NACS Coalition
02:36 • 3min
The Design Inspirations for the Cybertruck According to Franz Von Holzhausen
05:24 • 4min
Tesla's Shareholder Letter: Q2-2023
09:28 • 3min
Tesla: The World's Number One Seller in Q2
12:44 • 3min
Tesla Says Just Quote Unquote for the First Cybertruck Deliveries
15:34 • 3min
Tesla's Cybertruck: A New Way to Onboard New Owners
18:11 • 3min
Elon Musk's Earnings Call
21:29 • 3min
Tesla's Doge Training Computer Reduces Cost of Neural Net Training
24:19 • 4min
Tesla's Cybertruck: A New Era in Artificial Intelligence Development
27:51 • 3min
Tesla's Q3 Expectations
30:38 • 4min
The Importance of Software in a Car
34:11 • 5min
Tesla Retail Investor Questions
39:34 • 5min
Tesla's 4680 Battery Sell: A Playbook for the Future
44:13 • 2min
Tesla's One-Time Transfer of FSD
46:16 • 4min
Tesla's Terms and Conditions for Eligible Customers
50:01 • 3min
Tesla's Offer to Buy a Model 3
52:47 • 5min
Tesla's Cybertruck Production Ramp
57:21 • 2min
The Importance of Design in Collision Repair
59:44 • 2min
How Many Tesla Bots Have Been Made So Far?
01:01:30 • 2min
Optimus: A Robotic Arm or Leg for Amputees
01:03:03 • 3min
AI and Project Dojo: What Will You Be Spending on Dojo?
01:06:09 • 2min
How Much Will Custom Silicon Spend on Dojo?
01:08:24 • 3min
The Importance of Video Training
01:11:09 • 2min
The Targeted Timing for a New Version of FSD
01:12:55 • 2min
The Price of FSD
01:14:37 • 2min
Tesla's Earnings Call
01:16:44 • 2min
How to Respond to an Earnings Call on the Tesla Unofficial Podcast
01:19:01 • 2min
Justified: A Revival of a Long Time Favorite Show
01:21:26 • 5min
How to Install a Tesla Solar Car
01:25:59 • 5min
How to Support Me on Patreon
01:30:49 • 3min
The Maximum Plaid and Roadster in Space
01:34:10 • 6min