Part 2/16:
One of the key topics focused on upcoming Tesla earnings and Elon Musk’s communication style. Rather than fixating on specific figures, the conversation emphasizes understanding Musk’s rhythm—the general pace and trajectory of Tesla's new ventures over the next 12 to 18 months.
Larry Goldberg, an experienced investor, articulates a desire to learn whether Tesla plans to roll out robo-taxis, energy mega-packs, and new vehicle models according to a consistent schedule—quarterly or seasonal milestones—rather than exact dates. He stresses the importance of a benchmarkable roadmap to gauge progress against targets, especially in a landscape fraught with overly aggressive expectations and skepticism.