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Tesla's comp package vote is Thursday and I think the stock's about to hit all-time highs if it passes. This has been the biggest overhang and once it's gone people are going to price in what's actually coming.

Gali joins me to break down why this moment matters so much for Tesla shareholders. We get into the Optimus V3 timeline, whether the humanoid robot can actually scale by 2030, and why Tesla's approach is so different from companies like Neo that are just using off-the-shelf parts. The bridge from demo to real functionality is massive and most people don't realize how long that takes.

We also talk about the 3 million vehicle run rate Tesla's targeting in 24 months, what earnings are going to look like before Optimus hits scale, and whether the market's just going to give Tesla a crazy PE because everyone knows where this is heading. FSD took years to get where it is now. The robot's going to need that same kind of iteration.

#Tesla #TeslaStock #Optimus #HumanoidRobot #ElonMusk #TeslaCompPackage #Robotaxi #FSD #AI #TeslaNews

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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

If you like this content I would greatly appreciate your likes and shares!

#elonmusk #tesla #tsla #investing #teslanews #teslamodely #teslamodel3 #teslamodels #teslacybertruck #teslastock

Tesla's Future: Robotic Revolution and AI's Impact on Society | Deep Dive

In this episode, we dive deep into the future of Tesla, particularly focusing on CEO Elon Musk's influence on the company and the impending AI and robotic revolution. We discuss Tesla's stock predictions, the potential impact of humanoid robots like Optimus, and the wider implications of AI technology on our daily lives and society. From the feasibility and timeline of deploying humanoid robots in the workplace and at home, to the economic and social upheaval these advancements may cause, we cover it all. Additionally, we speculate on how Tesla's innovations might shape the world and how society can adapt to these rapid changes. Join us for an insightful and engaging conversation about the future of Tesla and the AI-driven world.

00:00 Introduction: Tesla and Elon Musk's Leadership
00:18 The Rapid Growth of AI and Robotics
00:37 Tesla's Stock Predictions and Compensation Plans
02:14 The Future of Tesla's Optimus Robot
04:54 Market Reactions and AI Developments
06:22 Challenges and Innovations in Robotics
12:17 Tesla's Robotaxi Network and Future Plans
40:53 Weather and Business Challenges
41:23 Uncertainty in Robax's Future
42:50 Tesla Shareholder Meeting Excitement
44:02 The Unique Tesla Shareholder Community
48:03 Elon's Vision for Mars Colonization
49:18 AI and the Future of Work
52:30 The Role of AI in Society
57:27 The Potential of AI in Business
01:13:38 The Human Experience in the AI Age
01:16:03 Final Thoughts and Farewell