If only a Waymo had been there, it could have <checks notes> … stopped in the middle of the interstate waiting for a support rep in The Philippines to figure out what to do next.

Some of you think I cannot underscore at all, but I actually wrote a Model Y jingle as underscore for this animated Tesla Retained Earnings chart! 😇 Tesla can have it for free if they would like to make a TV commercial with it.

Next time:

For those unacquainted with the gambling parlance Elon used to end the earnings call:

Tesla just reported Non-GAAP Earnings of $1.7B, beating the Wall Street earnings estimate but missing my forecast of $3.2B. Every quarter, I post a waterfall chart showing the differences by P&L account line item that walk you from my forecast to the actual earnings Tesla reported. My forecast was only high $0.7B at the Gross Margin line with all of that explained by the Services & Other Gross Margin miss. The remainder is more than explained by: $0.7B Other Income/(Expense) possibly related to SpaceX investment or bitcoin (we'll have to wait for the 10-Q) $0.5B higher R&D

Earnings forecast! Get your hot, fresh Tesla earnings forecast here! (90 cents Non-GAAP diluted earnings per share) 🤓 $TSLA

If SpaceX were to offer a 33% premium to acquire Tesla today, in an all stock “merger of equals” deal: $TSLA $SPCX

IN THE NEWS TWO YEARS AGO (If you get your news from Zack Nelson) “[Cybercab] is *less* likely to exist than Roadster”

If you’re not listening to the audio 👆🎸🔊, you’re missing out on all the fun! Here’s a link to a version with great caraoke captions: youtu.be/iCqdt8UGElM?si=aMsW…