Part 2/9:
Dan Ies begins by acknowledging that despite Tesla's push into autonomous and robotic technologies, cars remain the primary revenue driver for the company, accounting for roughly three-quarters of its income. However, he sees this as just the beginning of Tesla's transformational journey.
Demand stabilization, particularly in China, signals positive momentum for Tesla's automotive segment. Margins are improving, and Ies suggests that the company's true growth potential lies in the autonomous robotics—specifically, the robotaxi network and AI roadmap.
He predicts a "golden chapter" for Tesla, with the potential to significantly outperform expectations over the next 12 to 18 months, especially as autonomous and robotic applications become more mainstream.