Ed Ludlow

So that's kind of interesting.

But this shareholder deck is about the future where Tesla doesn't sell vehicles as its principal line of business.

It does physical AI through robotics and through robo-taxi.

And as it relates to XAI, there were definitely two schools of thought.

There were the Tesla bulls that basically said, if they invest in XAI, all of this stuff will happen quicker because XAI is so good at the software side of AI.

They're very bullish Tesla shareholders that were like, whoa, this XAI is a company that burns billions of dollars a quarter.

Do you want Tesla to be the entity that's propping that up?

If Tesla's already doing work internally on software.

So this was a really interesting deck.

The quarter's numbers gone, the quarter gone.

I mean, it doesn't really mean anything at this point.

Oh, just why they decided to go ahead, what the more specific rationale was.

So, you know, the concerns were well stated.

The worry that Tesla would be kind of the cash cow to fund the loss-making business.

But they have explained in detail, you know, that there's a plan for them to work both on products and technology sharing.

And that was, you know, those that were more...

Sorry guys, Chelsea have just taken the lead in the 84th minute.

If the bosses are watching, I'm really sorry, but my phone's going ballistic because it means we qualify for the next phase automatically.

Anyway.

You know what your guest was just talking about, though?