TESLA INVESTORS: GET READY NOW - WHAT WAS MISSED IN THE RECORD Q3 REPORT

EV Channels Review

This video provides an in-depth analysis of Tesla's record Q3 earnings report, focusing heavily on the advancements and future potential of its Full Self-Driving (FSD) technology. The reviewer highlights significant improvements in FSD's miles per intervention (MPI) data, with projections of a 1000x improvement by year-end and further gains with version 13. While acknowledging Elon Musk's typically optimistic FSD forecasts, the reviewer notes the increased compute power dedicated to training as a key driver of these advancements. The discussion extends to the Cybertruck, which has achieved gross margin profitability, and the potential for volume production in 2026. The video also touches on the development of more affordable Tesla models, suggesting they may be variants of existing Model 3/Y rather than entirely new platforms, with a target price under $30,000 after incentives. Financials reveal strong automotive gross margins, even after adjusting for deferred revenue, and record operating margins, indicating Tesla's robust financial health and efficient cost management. The reviewer concludes that Tesla is well-positioned for future growth, outperforming legacy automakers due to its focus on AI and software.