Pre-Earnings Tesla Predictions

Brian Wang and Randy Kirk recorded this discussion four days before the Q1 earnings call on Tuesday April 23. We predicted several aspects of the earnings call but also post earnings developments.

This was recorded at the same time as the reaction video to the insightful BG2 Pod that Brad Gerstner and Bill Gurley made.

I had identified that Brad and Bill had demolished the case for that Tesla would shift to exclusively operating their own robotaxis. There were people saying that Tesla would stop making cars for purchase by the general public.

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