In this episode of the podcast, the hosts delve into Tesla’s recent Q3 earnings, revealing a mixed performance. While automotive revenue saw a slight increase, there was a significant boost in energy generation and storage. They analyze the progress of Tesla's Full Self-Driving technology, balancing its advancements with the hurdles to achieving full autonomy. The discussion also highlights the impressive growth of Tesla's energy division and the intriguing, yet complicated, development of the Optimus robot. To conclude, the episode examines Peloton's strategic shift through its partnership with Costco, considering how this collaboration could reshape its market strategy and expand its brand beyond just discounted fitness solutions.
