Tesla’s $1.5B Cash Flow Win and the Future of Optimus

Tesla surprised Wall Street with about $1.5 billion in positive free cash flow in the third quarter, against FactSet consensus for an outflow of a little over $4 billion. Morningstar senior equity analyst Seth Goldstein breaks down the report: automotive revenue fell against a tough comparison, but Full Self-Driving reached more than 75% of new vehicle deliveries in North America and added over 250,000 subscriptions. He also explains how Cybercab fits into Tesla's robotaxi expansion, what the Optimus ramp means, how a merger with SpaceX could work after Elon Musk said both companies have formed special committees to study one, and when the ne (Source: Yahoo Finance | Region: New York, USA)