As Tesla car sales faltered, Musk delivered an optimistic pivot: Tesla isn’t a car company.
This is a decent summary of the earnings call. The car sales were down and boring. Elon didn’t like talking about those. Instead, the bulk of the earnings call was on Robotaxis, AI, and Optimus (bipedal robot).
Yes, a throwaway line on Model 2 was also mentioned, but its unclear what the specific plans for that are. Cybertruck and Tesla Semi were also discussed, but not Roadster.
“It’s more of a hedge fund scheme used to fleece retail…”