Good summary.
This was a boring earnings with no big proclamations.
Consumer-owned L4 autonomy is far away. No one is close to deploying this in the US - certainly not Tesla.
The best evidence is not one Tesla consumer vehicle has the hardware (or software) that is capable of L4 autonomy.
Tesla says:
We have driven more than 380,000 miles of unsupervised Robotaxi, now across six cities in two different states.
Well, then only 27.5 million miles to go to statistically demonstrate safety.
Have a read on this thread:
March of 9s and all that.
It’s a slog.
SpaceX to the rescue, unless it blows up.