ÜBER DIESE EPISODE
One of the biggest pieces of news on Tesla's conference call was an update on Optimus. Tesla is building a 1M unit per year factory in Fremont, California that is set to start production in July or August of this year. They are also building a 10M unit production line in Austin that is set to begin production next summer! Things are heating up! They are keeping the prototypes secret because of copy cats, but one thing is forsure Optimus is making crazy progress and will be coming soon. The big reveal when production starts is going to be crazy.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla this is not financial advice.
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WEITERE EPISODEN IN DIESEM PODCAST
Tesla Q1 2026 earnings are hot off the press, and the biggest announcement wasn't in the results but on the conference call. Elon Musk and Tesla are now upping CAPEX guidance to $25B in 2026! That's right, they want to spend $25BILLION this year on investments on AI and robotics. This means they wi…
Going live for the release of Tesla’s Q1 2026 Shareholder Letter as the company reports earnings today! Updating investors on financials, Robotaxi, Optimus, Cybercab and more! $TSLA investors join in!
Tesla's Cybercab has officially started production. This comes just as the Robotaxi business has expanded to Houston and Dallas (including unsupervised). Tesla's Robotaxi business did ~1M paid miles in Q1, doubling from Q4 25, and looks like it's about to go exponential as new cities ramp and vehic…
SpaceX announced a $10B partnership with Cursor AI, and a $60B option to buy the company outright. This caught a ton of people by surprise (including myself) when it was announced. But upon further investigation, this could end up bring a brilliant move. SpaceX / XAI gets to use the excess compute …
My conversation with Jon, who takes the role of confused British guy of the week (joking). He emailed me about coming on the show, and wow, he crushed it helping scheme on everything Terafab, from Intel's relationship with Tesla to the AI bubble. This was a great chat. Let me know your thoughts in …
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