Tesla to Mars #37 - From Earnings Disaster to Elon’s Master Plan – @tesla Boldest Pivot Yet
Update: 2025-05-15
Description
In this post-earnings episode, the Tesla to Mars crew dives deep into Tesla's Q1 2025 results and the broader implications of their strategy. From a "worst quarter in years" to still generating nearly a billion in cash—how is @tesla maintaining discipline under pressure?
We unpack why the earnings call was framed as a “company update,” debate whether Elon’s leadership style is damaging the brand or building resilience, and highlight some overlooked nuggets about Optimus, Cybertruck demand, and manufacturing breakthroughs.
This one’s packed with insights, laughs, and an unusual amount of talk about reset buttons (yes, again). Strap in.
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