Tyler Crowe

Tesla reported an adjusted 41 cents per share and beat analyst expectations for vehicle deliveries, revenue, and earnings.

But it did fall short ever so slightly on energy storage deliveries.

Now, there's a lot of ways we could go here because it is Tesla.

It is Elon Musk.

I'm sure we could, if we wanted to, we could do podcasts for the next five days just on the earnings release alone.

But before we get too, too deep into it, I want to ask you guys is like maybe one or two things that stood out to you either in the earnings release or the conference call.

I want to step in here a second and talk about like the scale that we're talking about here.

Just to give one example.

So one of the things that they were talking about was using Intel's new 14A process for some of this TeraFab work.

Intel is building a facility in Ohio, and they believe that the manufacturing costs for the facility itself is somewhere in like $160 billion range.

And this is for one facility.

The idea we're going to like 50x something like this.

The numbers that are going around with this Tesla TeraFab thing are jaw dropping doesn't quite encapsulate it all.

It's more like I live on the 18th floor of an apartment building.

My jaw somehow hit the street.

Yeah.

And here's the thing I found.

So I guess you could say peculiar is the right word to figure out because we talked about these grand ambitious numbers, like the amount of money that it would take to do the things that we're talking about here and the 10 million robots a year and

You know, there's obviously the plans for robo taxis and cyber cab and things like that.

And this is where it like it became peculiar for me was like, you know, they they said they were going to spend 20 billion dollars this year.