Tesla Whiners: Earnings call wasn't optimistic
The Q3 Call:
- Vaibhav: We will take over transportation of any kind on Earth.
- Elon: Optimus will be the biggest product on Earth. There will be more humanoid robots on Earth than humans.
- Elon: Terafab will be the most valuable building in the world.
- Elon: Autonomous miles are scaling so fast it “looks like a rocket going to orbit”; Austin Cybercab fleet grew 10x in ~1 month.
- Sold out of Megapacks for all of 2027 amid extreme data-center demand.