Part 9/16:
When it comes to earnings, Goldstein’s focus isn’t on traditional metrics—he dismisses gross automotive margins as a less relevant indicator at this stage. Instead, he emphasizes the importance of testing progress and timelines. Specifically, he is keenly interested in Tesla’s plans for transitioning from safety-driver-involved testing to true driverless operation.
He highlights that current software—when used with supervision—can be observed by anyone today, especially in places like Austin or California. Enthusiasts and skeptics alike can watch Tesla’s FSD system in action through videos or even experience it firsthand. This transparency, combined with Tesla’s data collection, is critical to understanding where the technology really stands in the journey toward full autonomy.