Herbert Ong(@herbertong):🚨 Tesla just delivered one of its biggest updates yet! Record Q2 deliveries. Strong FSD demand. Robotaxi expanding week after week. Optimus moving into production. AI compute scaling fast. And new Terafab chip plans to speed up the future of autonomy. This wasn't just an earnings update. It was Tesla showing how all of its businesses are coming together. 00:00 Record Quarter Highlights 00:14 FSD Driving Demand 00:53 Energy Growth and CapEx 02:25 Robotaxi Safety and Scaling 03:57 Optimus Vision and Challenges 06:45 Humanlike Dexterity Goals 07:21 Terafab and AI Chip Supply 09:00 Digital Optimus with SpaceX 10:38 Megapod Distributed Compute $TSLA @elonmusk

2026.07.23 00:44

🚨 Tesla just delivered one of its biggest updates yet! Record Q2 deliveries. Strong FSD demand. Robotaxi expanding week after week. Optimus moving into production. AI compute scaling fast. And new Terafab chip plans to speed up the future of autonomy. This wasn't just an earnings update. It was Tesla showing how all of its businesses are coming together. 00:00 Record Quarter Highlights 00:14 FSD Driving Demand 00:53 Energy Growth and CapEx 02:25 Robotaxi Safety and Scaling 03:57 Optimus Vision and Challenges 06:45 Humanlike Dexterity Goals 07:21 Terafab and AI Chip Supply 09:00 Digital Optimus with SpaceX 10:38 Megapod Distributed Compute $TSLA @elonmusk