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      • ShayBoloorShayBoloor
        ·10-23

        TSLA： What's the ER Show?

        1.TSLA Q3 EARNINGS• Sales $28.1B vs Est. $26.4B• EPS $0.50 vs Est. $0.54• Gross Margin 18% vs Est. 17%• Operating Income $1.62B vs Est. $1.65B2.Elon Musk basically turned the $Tesla Motors(TSLA)$ earnings call into a manifesto for control, chips & embodied AI.He made it clear that he wants voting power locked in before scaling what he calls a “robot army.” That’s the subtext behind the November 6th vote.On the product side Tesla positioning itself as both an AI compute company & a manufacturing company. The A5 chip, built with $Taiwan Semiconductor Manufacturing(TSM)$ & Samsung, is designed to be at least 2x more efficient and up to 10x cheaper per dollar than competitors, giving Tesla control
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        TSLA： What's the ER Show?
      • ShayBoloorShayBoloor
        ·10-23

        TSLA： What's the ER Show?

        1.TSLA Q3 EARNINGS• Sales $28.1B vs Est. $26.4B• EPS $0.50 vs Est. $0.54• Gross Margin 18% vs Est. 17%• Operating Income $1.62B vs Est. $1.65B2.Elon Musk basically turned the $Tesla Motors(TSLA)$ earnings call into a manifesto for control, chips & embodied AI.He made it clear that he wants voting power locked in before scaling what he calls a “robot army.” That’s the subtext behind the November 6th vote.On the product side Tesla positioning itself as both an AI compute company & a manufacturing company. The A5 chip, built with $Taiwan Semiconductor Manufacturing(TSM)$ & Samsung, is designed to be at least 2x more efficient and up to 10x cheaper per dollar than competitors, giving Tesla control
        1.04KComment
        Report
        TSLA： What's the ER Show?