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The duo acknowledged the current battery constraints that Tesla faces. The report citing 16 GWh of production capacity was viewed as a disappointment, yet both remained optimistic about advancements in battery production that could ramp up energy generation significantly in the coming years.
Transparency and Insights from the Call
Brian also touched upon the unprecedented transparency in Tesla's earnings calls. The company seemingly has a clear roadmap for what lies ahead—spelled out with achievable milestones that could excite investors and analysts alike. Many of the questions that have historically plagued Tesla were reportedly addressed head-on during the call, leaving little room for speculation.