Tesla's Q2 earnings and delivery beat reinforce my ops moat thesis, despite EPS miss.

Tesla's Q2 earnings and delivery beat reinforce my ops moat thesis, despite EPS miss. Legacy media noise on FSD and Autopilot is expected, but Tesla's execution focus and tech pipeline, including Optimus and supercharger utilization, shine through. I observed a 10%+ delivery estimate crush and record revenue, which I believe validates Musk's vision.