Part 11/15:
Next week’s earnings call is highly anticipated. While the headline numbers like earnings per share are of interest, Larry’s focus lies in energy demand, production expansion in Shanghai, and the profitability of the robo-taxi project. He emphasized the importance of regulatory and capacity improvements for Shanghai to sustain Tesla's growth.
He would like Tesla to clarify when robo-taxis will become a material contributor to revenue and profit, as well as timelines for Optimus’s positive impact.