The Tesla Q2 2023 Earnings call was one of the more bullish earnings calls of the past few years. We received updates on 4680 progress & Tesla's emerging revenue streams.

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Timeline
00:00 Introduction
01:00 Robotaxis, Dojo, Superchargers, Megapacks, Optimus
07:31 Factory Shutdowns // M3P Battery Packs?
08:37 Drew’s Comments on the 4680
14:29 4680 and 2170 Cells Compared
16:00 Thoughts on Tesla’s Progress
16:37 Gen 2 Cell Implications for Tesla’s Vehicles
21:32 Summary

Intro Music by Dyalla: Homer Said