Learning Notebook - David Rostcheck
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00:00 Introduction 00:06 Elon's mood 00:43 Supply constrains 02:30 Elon's bullishness on Full Self Driving 04:42 Margin implications 05:37 Cooling and heating for homes 06:25 The red-headed step child 07:47 All new products in 2023 onwards 09:02 The Tesla Bot 12:28 Tesla is officially an AI company 14:22 Let's think about it all together 17:54 Wrap up
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