Tesla Is Learning From Past Mistakes, Oppenheimer's Rusch Says

The transcript discusses Tesla's share price dynamics, earnings sensitivity, and production cycle. It highlights Tesla's technological advancements in electric vehicles and autonomy, and the potential market disruption they could cause. The discussion also covers risks related to the macro environment, safety regulations, and supply chain management.

What does the speaker mean by 'price discovery' in the context of Tesla?

How has Tesla's technology investment over the years impacted its current position?

What are the potential risks for Tesla as mentioned in the text?