Tesla Twenty Four May 03, 2026 With Elise
Tesla Twenty Four - Nightly 24-Hour Recap of the Latest Tesl... por Elise Andrews
Notas del episodio
Elise hosts the May 3, 2026 edition of Tesla Twenty Four, diving into Tesla's massive $25B+ capex hike for AI, robotics, and chips amid Q1 results. The episode covers 10B FSD miles, Cybercab production start, Optimus Gen 3 timelines, and Elon Musk's bold X posts on $10T valuation and petawatt energy. Packed with data-driven insights on Tesla's shift to AI/robotics dominance.
Key Topics Covered:- Tesla's 2026 capex jumps 25% to $25B+ for AI infra, robotics, and chip production, signaling multi-year cash burn.
- 10 billion miles on FSD Supervised, Cybercab production underway, unsupervised fleets in Texas.
- Optimus Gen 3 production starts late July 2026 at Fremont, Giga Texas factory for 2027 volume.
- Spring 2026 update: Hey Grok integration, enhanced Pet Mode, FSD app stats.
- Tesla Semi ramps up ...