Morningstar's Goldstein on Tesla Earnings

The video discusses Tesla's record profitability and production challenges, highlighting the company's ability to scale up despite supply chain issues and rising raw material costs. It analyzes Tesla's automotive gross margin, which is expected to improve due to new manufacturing technologies. The video also covers Tesla's market position, noting that while the company has a bright future, it may not reach its ambitious vehicle delivery targets soon. Additionally, the potential for Tesla to integrate upstream into lithium mining is explored, along with the implications for profit margins. Finally, the video discusses Tesla's robotaxi project and the competitive landscape it faces.

What is the speaker's view on Tesla's potential to integrate upstream into lithium production?

What are the expectations regarding the robotaxi and its impact on Tesla's market position?