Tesla Q2 2021 Earnings Call
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Tesla's first profitable quarter without regulatory credit income. Musk discussed the global chip shortage impact, Bitcoin sale (Tesla sold 75% of its BTC holdings), and AI Day preparations. He updated timelines on Cybertruck, Semi, and Roadster, acknowledging all were delayed. The AI Day preview he gave — humanoid robots, Dojo supercomputer — began generating significant investor and media interest ahead of the August event.
Topics
Memorable moments
Confirms Tesla sold ~75% of its Bitcoin holdings, netting ~$101M profit: 'It was a question of flexibility of cash. We are open to increasing Bitcoin holdings in the future.'
Previews AI Day as featuring a 'Tesla Bot' — humanoid robot announcement — for the first time, months before the August reveal.
Acknowledges all major upcoming product timelines are delayed due to chip shortages and COVID: 'Supply chain is the constraint, not demand or engineering.'
