Robots? Roadsters? Another flamethrower?
Transcript:
Caroline Woods: All right. And just finally Tesla a name that you’re kind of cool on right now. Not sure if you saw over the weekend. They’ve been teasing something happening 10/7 tomorrow. What do you think we’ll hear from Tesla?’
Daniel Newman: Yeah I don’t know. I’ve seen some notes about Archer that they’re doing something in the A flying drone, something in that space. There’s been some rumors flying around. Fintwit is a very efficient way to hear these kinds of things. You know, Tesla, I think they could be the rails for physical AI, for robotics. That’s the most interesting thing is like the autonomy is kind of cool, but the EV business is kind of flatlined in some way. It hasn’t grown as much. But as you see, there’s so much commitment in that stock that even without the fundamentals there. I mean, the earnings lag exponentially behind the rest of the mag seven. But there’s a buyer. They can always catch a bid. Like even when they go down, it just feels that momentum is there. Humanoids robotics. Autonomy that’s the Tesla play. I think it’s going to be something that’s going to take them in that direction for sure.
Caroline Woods: All right. Yeah I’ve also seen some rumors maybe that finally the lower cost EV that could, you know, hit mass market the Roadster. We’ll have to see tomorrow.
Daniel Newman: Roadster a Roadster.
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