This is a very good panel discussion by some of the heavy hitters in the Tesla analysis space. Sandy Munro worked as a senior design engineer for Ford and now has a company that tears down various automobiles to the tiny parts to analyze them.
Granted they probably own a lot of TSLA stock, so they have an incentive to be bullish.
The short version of this discussion in that Tesla laid out a lot of technical details and technical road map plans that most wall street analysts do not understand. There was an immediate negative reaction to the conference on the street due to lack of any stunning new product announcement but these guys explain that Tesla laid out a very credible plan to cut their production costs by 50% in the next generation and to produce a vehicle that would be very desirable to the parts of the world not currently buying a lot of Tesla cars because they can't afford them.
Tesla showed their plan to completely redesign the way a car is manufactured. They announced a fifth Giga Factory in Mexico that will use this new process and manufacture the next generation vehicle. They showed a slide with their vehicle types with two types covered by a tarp. One looked suspiciously like a delivery van and the other looked like a smaller car, probably SUV type.
These guys were really impressed with the 4680 battery operation in TX.
The feeling was that while the legacy automakers are struggling to catch up with Tesla, Tesla just laid out a plan to take a huge leap forward before the others can even catch up with the current Tesla products.