The mindset of a long term $TSLA investor

As $TSLA shoots down -9% from Wall Street focusing on the softening car business, I'm focused on the next chapter of Tesla. I rode a Tesla Robotaxi first hand and from what I listened to on the Q2 2025 earnings call, I am bullish on Tesla Robotaxis. Here are the most important things that Tesla management stated about it. Once you understand & interpret, you'll see why this company is undervalued even at $1 trillion. • “So we have had a very exciting quarter. We were able to successfully launch a robotaxi, providing our first drives with no one in the driver's seat, with paying customers in Austin." - Elon Musk • "As some may have noted, we have already expanded our service area in Austin. It's bigger and longer, and it's going to get even bigger and longer." - Elon Musk • "We are expecting to greatly increase the service area to well in excess of what competitors are doing, hopefully in a week or two." - Elon Musk • "We are getting the regulatory permission to launch in the Bay Area, Nevada, Arizona, Florida, and a number of other places." - Elon Musk • "I think we will probably have autonomous ride-hailing in probably half the population of the US by the end of the year. That's at least our goal, subject to regulatory approvals." - Elon Musk • "I think we will technically be able to do it. Assuming we have regulatory approvals, it's probably addressing half the population of the US by the end of the year." - Elon Musk • "We are being very cautious. We do not want to take any chances, so we are going to go cautiously. But the service areas and the number of vehicles in operation will increase at a hyper-exponential rate." - Elon Musk • “Next year, but confidently next year, people would be able to add or subtract their car to the Tesla fleet." - Elon Musk • “Robotaxi economics could reach sub-thirty cent per mile potential over time, especially for purpose-built vehicles such as the CyberCab." - Elon Musk • “Robotaxis in Austin have exceeded 7,000 miles with no notable safety-critical interventions as of Q2 2025.” - Ashok Elluswamy • “All new vehicles delivered from North American factories can autonomously drive from the assembly line to the loading docks, with customer-direct autonomous delivery envisioned in select geographies by year-end.” - Ashok Elluswamy • “Efforts to refine the Robotaxi offering in Austin are not location-specific, allowing for quick scaling to other cities with marginal investment.” - Tesla Q2 2025 Shareholder Deck • “Tesla achieved the world's first autonomous delivery to a customer with a new production Model Y, which drove itself approximately 30 minutes from the factory across town to its new owner's home, including on highways.” - Tesla Q2 2025 Shareholder Deck • “The purpose-built Robotaxi product, Cybercab, is scheduled for volume production starting in 2026.” - Tesla Q2 2025 Shareholder Deck “Tesla launched the Robotaxi mobile app, leveraging existing Tesla app features to provide a seamless customer experience, including requesting a ride, tracking vehicle location, preset cabin temperature, unlocking the car with a phone, accessing entertainment, and securely paying for the ride using a payment profile.” - Tesla Q2 2025 Shareholder Deck

The bathroom at Tesla Diner makes it look like I’m about to take a shit on mars today

“Tesla is by far the best in real world AI” - Elon Musk

“Our efforts to refine the Robotaxi offering in Austin are not location-specific and will allow us to scale to other cities quickly with marginal investment.” - Tesla Q2 2025 earnings deck

The Tesla ecosystem

The Tesla Diner reminds me that the future is worth getting excited about. This was my first time arriving and I couldn’t even find the words except ‘wow…’ This is exactly what I imagined the future to be. Charging my Tesla, grabbing a burger and drink, and watching a movie, all in one futuristic place, surrounded by the products and people I love. And Tesla just made it real.

xAI is just getting started. Grok is going to be the most intelligent AI in the world by far. $1 trillion company valuation in the making. No question.

This fool is about to eat his own words… Tesla is going to be so far ahead in Robotaxis that they won’t be able to see who’s in second place with a telescope. Dan clearly doesn’t understand technology.

I drove 6 hrs to eat, charge, and chill at the Tesla Diner that just opened. My family is ecstatic right now.