I Saw Tesla’s Flying Roadster In Person w/ Emmet Peppers

Emmet Peppers and I just left Tesla’s Roadster event in Waco, Texas. Seeing that demo in person was mind-blowing. But what can customers actually buy—and what does this tell us about Tesla’s future? On the drive back to Austin, we talk through the Roadster, a possible Tesla–SpaceX merger, Cybercab, and what could get Tesla’s business growing again. We also debate Cybertruck demand and whether Tesla should have done more to educate people about its vehicles. Then we get into Optimus and AI. I explain why I think a truly useful household robot is harder than most people expect, what Tesla still needs to solve, and why the smartest AI models could capture much more of the market than people realize. Emmet pushes back on several of these ideas, including AI valuations and whether businesses really need the best models. Lots to unpack. Curious what you guys think—what impressed you most about the Roadster demo, and what questions do you still have? Guest: Emmet Peppers Recorded on the drive from Waco to Austin after the Roadster event. 00:00 Leaving the Roadster event with Emmet Peppers 00:44 First reactions to the flying Roadster 02:44 The demo vs. the car customers can buy 07:24 Safety concerns and the limits of the demo 10:56 Tesla stock and a possible SpaceX merger 15:12 What would drive Tesla’s next phase of growth? 19:40 Tesla’s last manual car—and a driverless lineup? 25:16 Emmet’s Founders Roadster and the new design 27:20 What the event was like in person 30:36 Engineering breakthroughs or overengineering? 33:15 Cybertruck demand and the advertising debate 39:45 Could Optimus be Tesla’s next big event? 43:51 Why useful household robots are so difficult 52:12 My Optimus timeline and the missing intelligence piece 57:47 Why AI hardware could change the experience 1:07:55 Can the leading AI companies become too hard to catch? 1:10:25 Are we in an AI bubble? 1:17:51 The smartest AI vs. cheaper, good-enough models 1:23:03 Wrap-up and our next conversation Social 🐦 X: https://x.com/davelee 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me. 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 #Tesla #TSLA #Stocks

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