Gary Black of Future Fund sharply criticizes Tesla's Q2 earnings, calling it a disaster and expressing concern over the company's lack of clear growth strategy. He warns that Tesla’s plan to release a cheaper Model Y may cannibalize sales of higher-end models. Black dismisses Tesla’s robotaxi rollout as mere performative "Kabuki theater," citing safety driver reliance and unfulfilled autonomy claims. He states he will avoid Tesla until the company demonstrates sustainable growth and technological progress.