Part 12/15:
Larry expressed a wish for Elon Musk to address battery chemistry, Product timelines, and strategic direction during Tesla’s annual shareholder meeting. He hopes for insights on vehicle production plans, energy storage innovations, and whether Tesla’s core focus remains on vehicle manufacturing or broader mobility and energy solutions.
The discussion also veered into potential new vehicle models, with Larry suggesting that Tesla could develop a broader range of vehicles, akin to Honda’s Civic and Accord, to capture different market segments. He emphasized that clarity on Tesla’s vehicle strategy and TAM expansion would be invaluable for investors.