TSLA earnings debacle, FSD ticket, Toyota finally waking up? FSGP, more

The earnings, Seth.

Seth, Seth is not-- Since you've stopped investing in Tesla, I think you're not following the earnings-

Not as closely

... as closely.

And I envy you.

Yeah, and I envy you, Seth, 'cause it, it's, it is [chuckles] getting rough sometimes listening to you.

Um, and he was under the weather this week, so I'll give him some, some slack.

But oh my God.

Um, yeah, the earnings, um, if...

I'm gonna pat myself on the back here.

With my preview, I was dead on with my preview of the earnings earlier this week.

I said record revenue, but I have my doubts when it comes to the earnings.

Sure enough, record revenue of twenty-eight billions.

Um, exactly twenty-eight, uh...

Where did I put that? Yeah.

Uh, but, uh, the, um, the revenue of-- No, sorry.

The, the, the earnings per share was quite a big miss.

So, you know, there was a bunch of different consensus, but it was between fifty-three and fifty-five, uh, de-depending on what consensus you look at.

Uh, and it came in at thirty three cents per kilowatt hour, per kilowatt hour, [chuckles] uh, per share.

So i-it's a, it's a big miss, and there's a bunch of reason for that miss.

And all of these reasons doesn't matter that much for Tesla shareholders, 'cause we know Tesla is not really a car company anymore.

It's all about this Optimus robot.

It's all about, uh, Robotaxi.

But that's where things were kinda crazy.

Um, first let, let, let's look at the financials 'cause I think, I think they are interesting.