The next phase of Teslas growth is in physical AI, says Barclays Dan Levy

Dan Levy, Barclays senior U.S. autos and mobility analyst, joins 'Squawk Box' to discuss Tesla's quarterly earnings results, the company's pivot towards autonomous taxis and 'Optimus' robots, growth outlook, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g

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