"Elon Musk discusses Tesla's future prospects in the global automotive market and SpaceX's efforts to drastically lower the cost of space delivery."
States the descriptions that accompanies this video.
The Tesla-specific info is all contained within the opening 12 minutes or so, then the discussion turns mostly to SpaceX.
For some background on the Export-Import Bank conference that happened last month, refer to the graphic below.
Export Import Bank Conference Details
Hat tip to Boris!