Tesla released the 2nd quarter numbers for their deliveries.
In this video I discuss the aspect of Tesla that I am most excited about. The number of cars delivered didnt concern me. What I like was 9.4 GW of energy delivered. This is something that I talked about for a couple years and it is starting to materialize.
There was more than 100% growth Q-o-Q along with a near 200% YoY. Over the next couple years, I figure the growth will be huge in this sector of the business something evidence by the enormous TAM.
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