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00:00 Introduction
0:54 Potential FSD Partnerships
4:42 Dumb Car vs Smart Car (Autonomous Vehicle)
10:00 How likely is this to be real (or just a rumor)?
13:37 Comparison to flip phones
18:34 Next 2 Years Will Be Nuts
27:50 Q4 Surprises
36:00 xAI and TESLA
38:27 Doge
49:54 Robotaxi to disrupt?
51:26 Will their be a smaller Cybertruck for the European market?
53:21 Electric Skateboards
54:30 AI
54:44 Buying SpaceX
55:22 What scares you about Tesla and what fundamentals would have to change for you to reconsider holding Tesla?
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