TMTB: TSLA SAP Conference Call Summaries

TSLA +5%

DOGE Involvement and Time Allocation

“There’s been some blowback for the time that I’ve been spending…with the Department of Government Efficiency, or DOGE…The work…is actually very important for trying to rein in the insane deficit…The large slug of work necessary to get the DOGE team in place…is mostly done…Starting…next month, my time allocation to DOGE will drop significantly…I’ll continue to spend a day or two per week on government matters…Starting next month I’ll be allocating far more of my time to Tesla.”

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Autonomy and Robotaxi

“The team and I are laser focused on bringing Robotaxi to Austin in June…We expect to be selling fully autonomous rides in June in Austin…The vast majority of the Tesla fleet…is capable of being a Robotaxi…Once we can make it work in a few cities in America, we can make it work anywhere in America…I predict that there will be millions of Teslas operating autonomously…in the second half of next year…It will really go exponential from there.”

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Competition vs. Waymo