Tesla says FSD demand is strong and energy is becoming key to AI data centers
JOBhakdi · x · 2026-07-23
- A Gali-style note summarizes Tesla’s Q2 2026 earnings call.
- Elon Musk said Q2 deliveries were a record, and that in markets where FSD is approved, the take-rate is very high — with some buyers reportedly purchasing cars mainly for FSD.
- Musk also framed Tesla’s energy business as growing rapidly and important for AI/data centers.
- He said Tesla is making a large CAPEX push, expects the investments to pay off, and that Cybercab production has started while Optimus is also progressing.
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