Part 2/11:
Optimism prevailed during the call, with Tesla management indicating that Q2 is expected to outperform Q1 in vehicle deliveries. After recent challenges with production and logistics disruptions, Elon Musk articulated confidence that these are largely one-time issues. Crucially, Tesla's leadership expects to deliver more cars in 2024 than in 2023, contradicting fears of flat or declining growth.
While some critics focus solely on vehicle sales, the co-stream discussion emphasized these figures as part of a broader narrative: Tesla is not shrinking; rather, it is aggressively scaling across multiple domains. This includes energy storage, battery manufacturing, and most notably, its AI and software ecosystem—areas that could redefine the company's revenue streams.