In this episode of the Tesla Motors Club podcast, Louis and Doug discuss info gleaned from the Q2 earnings call. The hosts analyze the current state of self-driving technology, compare Tesla’s approach to competitors like Waymo, and discuss the implications of massive AI spending versus actual revenue. Other topics include new Tesla Model Y variants, the opening of the Tesla Diner in LA, Optimus, humanoid robots, and more! Recorded July 27, 2025 and still relevant!

Show notes and comments
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Chapters:

00:00 Intro
00:50 Robotaxi Trials in Austin - Initial Impressions
10:56 Uber's Partnership with 3rd Party Robotaxis
16:35 Licensing Tesla's Self-Driving Technology
19:30 AI5 Delays and 10X HW4 Parameters
27:03 XAI Fundraising and the AI Bubble
34:22 Would Tesla buy XAI?
38:34 Vibe Physics
45:28 AI in Space - Technical Challenges
47:58 Model Y Variants
53:27 Tesla Diner Opening in LA
57:45 Optimus Competitors and Humanoid Robot Safety
1:02:15 Outro

Co-hosts-
Louis: @nebusoft
Doug: @doug

Producers-
Daniel: @danny
Doug: @doug

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