Elon Musk Podcast The latest Tesla investor call was weird
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Apr 27, 2025 The latest Tesla investor call raised eyebrows with a surprising stock surge, despite disappointing margins and vehicle delivery challenges. Discussions included the competitive landscape of the EV market and how fluctuating demand is affecting growth. The hosts examined the gap between current performance and Musk's grand visions, questioning the sustainability of Tesla's ambitious trajectory. Future innovations were also on the table, setting the stage for an intriguing shift in focus towards influential tech figures beyond Musk.
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Stock Soars Despite Weak Results
- Tesla's financial results showed poor margins and a 50,000 vehicle drop in deliveries, yet its stock rose sharply.
- The market values Elon Musk's future promises over the current business performance.
Future Talk Masks Current Challenges
- Elon Musk emphasized future projects like robo-taxis and humanoid robots during the call.
- Current Tesla tech lags behind, with basic robots and unfinished full self-driving software.
Earnings Calls Focus on Future
- Tesla's earnings calls have shifted from product and financial updates to future-oriented storytelling.
- Investor belief hinges more on Musk's vision than on current business metrics or product milestones.