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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 …
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 …
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…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Gali است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.