
$Tesla(TSLA.US) 4Q consensus adj eps is $0.44. My estimate is $0.42 but the actual number doesn’t matter unless it’s way below or way above consensus. What’s important is Elon’s comments on when safety monitors will be removed from the company’s robotaxis in Austin and the Bay Area, and how quickly $Tesla(TSLA.US) expects to scale up unsupervised autonomous ride hailing to other areas.
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