Just dropping it here, I don't do X/🐦. You said what many of us 💎hands hodlers, with all-in for the original mission would've said to Elon, but he'd never even see it. But you did the right thing, he noticed. Btw, you were the few influencer who made me a believer of Tesla (CNBC appearance) 🙇 🙏

Yo, I saw your post towards Elon, long time subscriber. Unsubbing from this channel now because of what you said. You're honestly politically uneducated enough to believe that "Democrats are weaponizing the DoJ" when Donald Trump literally wanted his attorney general Bill Barr, The head of his department of Justice, to be his literal personal attorney? Are you kidding me dude? When Trump and project 2025, and Ivan Raiklin, who is going to be Trump's Secretary of Retribution if he wins the White House, are currently calling for the department of Justice to be directly controlled by the president? You want to spread fascist lies about Democrats weaponizing the department of Justice as Republicans literally talk about HOW THEY PLAN TO WEAPONIZE THE DEPARTMENT OF JUSTICE? Oh and yes you read that right - Trump plans on having a SECRETARY OF RETRIBUTION. Who has already spoken about how certain people will be rounded up for trees in the minute Trump is made president. Totally not fascist though huh? You.. And anti Americans like you...I have no words for you. You have no home or place in this nation. I will give you the benefit of the doubt and just assume that you know ABSOLUTELY NOTHING about US politics, because the alternative is that you are actively and purposely spreading fascist and totalitarian, authoritarian lies and propaganda, which makes you the direct enemy of all patriotic Americans.

Yo, I saw your post towards Elon, long time subscriber. Unsubbing from this channel now because of what you said. You're honestly politically uneducated enough to believe that "Democrats are weaponizing the DoJ" when Donald Trump literally wanted his attorney general Bill Barr, The head of his department of Justice, to be his literal personal attorney? Are you kidding me dude? When Trump and project 2025, and Ivan Raiklin, who is going to be Trump's Secretary of Retribution if he wins the White House, are currently calling for the department of Justice to be directly controlled by the president? You want to spread fascist lies about Democrats weaponizing the department of Justice as Republicans literally talk about HOW THEY PLAN TO WEAPONIZE THE DEPARTMENT OF JUSTICE? Oh and yes you read that right - Trump plans on having a SECRETARY OF RETRIBUTION. Who has already spoken about how certain people will be rounded up for trees in the minute Trump is made president. Totally not fascist though huh? You.. And anti Americans like you...I have no words for you. You have no home or place in this nation. I will give you the benefit of the doubt and just assume that you know ABSOLUTELY NOTHING about US politics, because the alternative is that you are actively and purposely spreading fascist and totalitarian, authoritarian lies and propaganda, which makes you the direct enemy of all patriotic Americans.

Yo, I saw your post towards Elon, long time subscriber. Unsubbing from this channel now because of what you said. You're honestly politically uneducated enough to believe that "Democrats are weaponizing the DoJ" when Donald Trump literally wanted his attorney general Bill Barr, The head of his department of Justice, to be his literal personal attorney? Are you kidding me dude? When Trump and project 2025, and Ivan Raiklin, who is going to be Trump's Secretary of Retribution if he wins the White House, are currently calling for the department of Justice to be directly controlled by the president? You want to spread fascist lies about Democrats weaponizing the department of Justice as Republicans literally talk about HOW THEY PLAN TO WEAPONIZE THE DEPARTMENT OF JUSTICE? Oh and yes you read that right - Trump plans on having a SECRETARY OF RETRIBUTION. Who has already spoken about how certain people will be rounded up for trees in the minute Trump is made president. Totally not fascist though huh? You.. And anti Americans like you...I have no words for you. You have no home or place in this nation. I will give you the benefit of the doubt and just assume that you know ABSOLUTELY NOTHING about US politics, because the alternative is that you are actively and purposely spreading fascist and totalitarian, authoritarian lies and propaganda, which makes you the direct enemy of all patriotic Americans.

Xai is famously open sourcing everything though, so TSLA will benefit from their work to the extent it applies to Tesla products/services/operations anyways. Also, if there's any capabilities that Tesla needs, they should do it in house like they do for everything from seats to inference chips. I could see licencing agreement for xAI to be used in Tesla and/or with Tesla services though.

Admire Elon’s talent, love my Tesla and Tesla’s innovations. Hated Elon’s constant rant on X, disappointed with his endorsement of the conviction felon, sex offender and climate denier. Wonder about Elon’s own integrity. Feel really bummed these days.

Thank you Gali for telling Elon to cool it. I am so disappointed with Elon lately, canceled my Cybertruck, don’t want the attention. I admire his talent but not his insecurity.

“pinching pennies” while paying elon billions in bonuses 😂😂😂

Looks like a video full of cope

where are the consumers ? 😮🧐😅

I've been an investor in Tesla because I strongly believe in the company. I've always believed in the stock, but now I don't know whether to re-distribute my $70k portfolio and put some money in Nvidia. Very optimistic for H2. What do you think?

I've been an investor in Tesla because I strongly believe in the company. I've always believed in the stock, but now I don't know whether to re-distribute my $70k portfolio and put some money in Nvidia. Very optimistic for H2. What do you think?

😂 those that'd suck elon off can't even afford to buy his shit. Smdh

The Semi doesn't get attention but could be like Energy and be stable income and revenue growth. If the Gen 3 4680 is as ready-for-prime-time as it appears, it will power Semi's. The first Semi fleet was probably built just to get Semi FSD data. Are FSD Semi's around the corner?

Damn, $0.80 at the time of this video and now less than a penny. Oooooof!!

Met market*

Net market cinnamon roll? Queen or west seattle

Gali , this is my favorite show you do! Sic!

It's a ridiculous cash grab from Elon. He's letting Tesla pay for his side hustle. He should have developed it within Tesla to begin with.

Great video and insight, Gali. I tend to agree with you on all major points. We should be cautious of becoming overly enthusiastic IMO, but there is also the danger of opportunity cost by being overly skeptical or timid. I think the opportunity here is the tendency of the market to be a bit short sighted - Mr Market doesn’t know how to price such potential step changes in value. Like Musk has said, Tesla should not be valued very highly if it cannot solve autonomy. But if it can, then it will be worth trillions.

Harvestet one today 😅 hot🔥 realy that much scoville lol did not know that

I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Dianne Sarah Olson

X ai should be a division of Tesla

Xai didn’t have to be outside of Tesla, it could have been a wholly owned subsidiary with it’s own share structure , allowing new employees the ground floor opportunity they wanted. Tesla share holders are now paying a high price for this oversight.

I'm glad that someone has invested in and revitalized hydrofoil technology it has lingered in my mind since I was 7 watching watching Thunderball with the Discovalente. But the better solution is computer aided Ground Effect flying Boat like Widget Works an electric version.

101 on how to waste time

Always love your analysis Gali. Do you have numbers on what the Semi and Cybertruck ramps will add to revenue? Those two plus Shanghai eneegy storage coming online next year should be a pretty significant bump right?

This didn't age well..

Don't overread the market 's mind, this market can overvalue a stock for long until some events happens and all bubble dream awaken. One example today is DXCM

Rivian is also cash poor and needed to raise funds in order to have the financial backing to build their plant in Georgia.

Good work G! It works out to be about $1.47 per share. Let's do it!

Weren't you on the board of directors of FUV, the shards and remnants of which are lying scattered on the floor of investment history? Why should I listen to you now?

$179? Now $14 on eBay.

I bought in before the Model 3 was a thing and sold when Tesla hit a trillion valuation. The software dev side of me loves the company and its ambitions, but the investor side of me knew that $1t was insanely over priced. I don’t believe FSD is close to release, EV demand is way down and consumers can barely afford Tesla vehicles let alone the price of FSD included. Licensing FSD to other companies is a major win for profits. Even if FSD is completed and approved, nobody can afford it and not everyone trusts Tesla. Getting FSD into commercial vehicles and other brands is the first step to a FSD future and I would buy back in for it

11:55 Sorry but i think most get this wrong. I don’t think Tesla will unveil/release a new cheap 25k vehicle in 2025, but just cheaper versions of the Model 3/Y. Why is that: 1. They literally say in the earnings deck that the cost savings of the new vehicles are lower than expected. 2. They also say it will be produced on the same platform, so it can’t be a completely new car but must be quite similar to the 3/Y. 3. The max capacity with these new vehicle(s) is 3 million in total with all models. If it would be a 25k-30k vehicle, it would sell like crazy, +5 million including S, X, 3, Y and Cybertruck. 4. Elon said he does not want to osbourne. So the vehicle won’t be much different from the current 3/Y, but it will just be cheaper to buy them. The osbourne effect would be much lower if the vehicle is a different segment. And the reveal is less then 1 year away. So i‘m quite sure that they just make slightly cheaper/more affordable 3/Y vehicles, maybe selling for 30-35k instead of 40k+ (figures without tax credit or savings).

Were the Cybertruck sales figures split out as a separate item or are they still bundled in with S/X/Semi sales?

When the stock market price goes down, the stock market strengthens, but the main reason for the stock price decrease is the increase of stock members, increasing government debt, lack of fair market value, not following the principle of procurement, increasing management and service costs, not properly preparing plans and policies, and not saving properly. Therefore, the solution is to sell your high-value shares late, lower than the previous price, and then the company will keep the previous position.

None of the words you've said in this short clip make sense. Elon has been using Tesla like a cash cow, milking it for himself and convincing us that we'll get a sprinkle if we're lucky

🤣 the comments saying gali is high is the funniest thing because dude is chilling so tough

Only benefit that I can see is that it may accelerate the development of grok which can be used in the cars and Optimus. But seems like Xai is developing that well enough anyway. Other than adding to the narrative that Tesla is an AI company I don’t see much benefit. Open to learning more of the potential benefits though.

Ah yes the electric boat boy is back

It's a violation of the principle of vertical integration, or it shows the limit of vertical integration in Tesla.

Come try out FSD in the midwest here in Pittsburgh, it's a completely different story. I almost always have more than 1 intervention per ride.

Looks like an S-curve. There is a possibility that Elon has alienated many who buy electric vehicles.

Can someone contextualize HW5 being equivalent to an NVIDIA B200?

👍👍

Analyst Gene Munster says no Robotaxi until late '26 or early '27

Should not.

If tesla does not sell a cheaper smaller car soon, I will buy aptera

I’d only agree if the xAI financials make sense. For all we know, they’re underwater and Elon uses Tesla’s 5B to get them out of water, if that’s the case, no. I need to know the financials up front