🚨 Tesla Q2 Beat: Larry Goldberg Saw It Coming

🚨 Tesla’s Q2 beat was not a surprise to Larry Goldberg. Recorded before the numbers landed, in this @overthehorizon⁩ conversation, Larry Goldberg argued that Wall Street was too low on Tesla’s Q2 delivery expectations, pointed to improving demand signals in Europe, the United States and California, and said a major beat could change the conversation around Tesla’s momentum. Larry also got into why he thought the market was underestimating Tesla, and what comes next as the focus shifts from delivery numbers to margins, Robotaxi, Cybercab, Optimus and Tesla’s broader AI stack. We also get into Lars Moravy’s comments on the Cybercab production ramp, the Optimus production line at Fremont, Tesla’s use of AI across the company, and why Larry believes the Tesla-SpaceX integration story is still one of the most important long-term questions around Elon Musk’s companies. Key themes in this episode: Tesla’s Q2 delivery beat and why Larry saw it coming Why Wall Street may have underestimated Tesla’s demand recovery What stronger deliveries could mean for margins and earnings Robotaxi expansion and why the rollout may happen in stages Cybercab production, safety testing and the road to scale Grok as a possible intelligent operating system for the car Optimus production lines at Fremont and the return of the humanoid robot story The deeper Tesla-SpaceX integration question Why price discovery and governance still matter for any future Tesla-SpaceX merger This is a conversation about Tesla after the Q2 beat, but also about the much bigger question: is the market still valuing Tesla as a car company just as the AI, autonomy and robotics story starts to accelerate? This conversation is for discussion and analysis only and is not financial advice. #OverTheHorizon #OverTheHorizonPodcast #Tesla #TeslaQ2 #Robotaxi #Cybercab #Optimus