00:00 Speaker a
On a Tesla revenue call, Elon Musk hints at a master plan, his next master plan he's working on. Well, Master Plan Number 2, if you come back, they will be dropped on April 5, 2023, the day after my birthday. That's how I remember it. Well, I'll talk a lot about the green economy. I think his next master plan will lean on robots and AI. How do you see Tesla here? Is that still the first car manufacturer? Or is it an AI play that should be placed on the same pedestal as anvidia?
00:49 Speaker b
Yes, you just mentioned a big issue here with AI. Looking at the ratings, investors don't know exactly how to rate it. Is it an EV maker? Is it more than that? Well, I think we are in the transition phase. So, at this point it's a very important stage for Tesla. The problem is, it's not just EV play anymore, but it's already not a robot taxi robot company. So I'm struggling here. There's a bit of caution, especially with Tesla. Yeah, there are a lot of broken promises, right? Many giant UM promises, but then delays the launch, and it doesn't make much of a reality. So I think we need to be a little careful here. And so we can become buyers here, we really need food, we need to see the food on the ground, and first we need to see some awareness.
02:35 Speaker a
Ali, um, last night's revenue call, I was looking for something that suggested that revenue estimates had bottomed out at Tesla this year and next year. We've tracked it a lot. This can be tracked on Yahoo Finance Platform. You can find these numbers by going to the Teslaticar page and clicking on Analysis. But they have been on a really low trend over the past year. I didn't get it from this revenue call. It was unknown to me. Was the automotive business at the bottom? Well, is Elon really going to be a part of Robotaxis? If he were to, this would be a very expensive effort.
03:42 Speaker c
Yeah, Tesla seems like a company stuck between what it is, what it is, what it is, it's pure EV play and what it really wants. But it's definitely far below, and when we can see these rollouts become more aggressive, we still have a vague timeline, and in the end, it will be a profitable part of the business. The EV side of Tesla's business, it's bread and butter. That's what makes them money. And sales are slower in the US in Europe. There is a lot of competition in that respect. So I understand why investors are irritated. And now, with Trump's one big beautiful bill, it is going to remove those EV tax credits. This makes Tesla's business on demand and heavy. It also affects the energy side of the business as these solar tax credits are removed. And that was something that executives also spoke on the phone. So, there seem to be many hurdles here for companies that are coming towards the future. Now the Tesla Bulls are, they are still bullish and they are banking about its future, potential, and that future for Tesla. But when will my patience begin to fade for investors? We've already seen it. But here, before we start looking at stock rebounds, we need to be a little more clear about the timeline, profits.
