The call has started and Musk has maybe the most jittery energy I can recall on one of these earnings calls. In the span of a few minutes he:
- Gleefully criticized the script he was reading from — it said Tesla was “doubling down” on autonomy, but Musk said he thinks Tesla is “10X-ing” autonomy.
- Said he sees a path for Tesla becoming not only the most valuable company in the world, but also more valuable than the next five companies combined.
- Said Tesla is in for an “epic” 2026 as well as a “ridiculously good” 2027 and 2028, where he thinks the company will go “ballistic” (all non-GAAP terms, I’m assuming).
- Admitted to crying wolf “several times” but continued: “I’m telling you, there’s a damn wolf … It’s a self-driving wolf.
