Part 11/13:
The conversation briefly touches on Tesla Semi trucks. Goldberg expects slow ramp-up, predicting that reaching 10,000 units annually will take several years. Meanwhile, the long-term vision remains expansive; the eventual mass deployment of humanoid robots, such as Tesla's Optimus, could transform and vastly expand Tesla’s energy and manufacturing footprint.
Final Reflections: Embracing a Long-Term Perspective
In closing, Goldberg highlights that the dominant narrative in markets is shifting. Companies like Stripe, SpaceX, and Tesla are valuing longer time horizons, often delaying public offerings, asserting that innovation thrives when firms are less constrained by quarterly pressures. This transition is an opportunity for investors willing to think beyond immediate results.