There was so much packed into investor day that it needs Cliff's Notes. This video re-frame's investor in terms of themes and provides context, insights, and discusses the implications.

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Timeline
00:00 Intro
00:59 Investor Day Themes
02:49 Why Hope Matters
04:22 It's All About Raw Materials
07:33 The Spice Must Flow
11:05 The End of Legacy Auto
13:50 Technical Domination
15:16 Tesla Culture
16:45 Summary

Intro Music by Dyalla: Homer Said