Hello and welcome to the Thursday May 2nd

edition of Tesla Daily on official Tesla Podcast. My name is Rob Maower. Today we are talking about the After watching Tesla's autonomy day, there wasn't a ton of new information in this video.

However, I think the biggest point to me was that it just reemphasized Musk's confidence in their progress towards full self-driving.

One of the concerns that I had going into Tesla's autonomous investor day was that

Tesla was using that opportunity to hopefully shift the narrative a little bit from simply looking at vehicle

production and vehicle deliveries. Obviously the autonomous investor day was

scheduled just a couple of days before the Q1 earnings release which we know ended up being pretty tough.

So the timing of the event definitely gives the appearance of an attempt to shift that focus

onto something hopefully a little bit more positive for Tesla and that being their progress

in autonomous driving development, which if that were the case I wouldn't necessarily fault Tesla

for doing that.

We talk a lot on this podcast about the importance of the narrative as it relates to

Tesla's stock price or even just the general perception of the company.

So clearly I do think it's important for opportunity for something to come across clearly as an attempt to control the narrative rather

than an authentic showing of an actual positive underlying element of the business.

I think heading into the autonomous investor day, the timing of that event made it easy to

question whether that would be more of the former or more of the latter.

Thankfully after watching the autonomous investor day in its entirety and I think even after watching the autonomous investor day in its entirety,

and I think even after watching this interview

with Lex Friedman, that is further cemented my opinion,

that it is more of the latter.

The latter, again, being a showcasing of actual positive underlying progress in the business.

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