https://www.youtube.com/watch?v=8MfR1x5mE58

There was so much packed into investor day that it needs Cliff's Notes.  This video re-frame's investor in terms of themes and provides context, insights, and discusses the implications.   

Timeline
00:00 Intro
00:59 Investor Day Themes
02:49 Why Hope Matters
04:22 It's All About Raw Materials
07:33 The Spice Must Flow
11:05 The End of Legacy Auto
13:50 Technical Domination
15:16 Tesla Culture
16:45 Summary