Elise hosts this edition of Tesla Twenty Four on May 5, 2026, diving into Tesla's high-volume Semi truck production launch, raised 2026 capex to $25B+, robotaxi expansions, and top customer loyalty stats. From the first Semi rolling off the line to 10 billion FSD miles driven, the episode balances breakthroughs with challenges like scaling and regulations. Listeners get clear facts on how these moves position Tesla in trucking, AI, and autonomy.

• Tesla Semi high-volume production starts with Semi-as-a-service plans
• 2026 capex guidance raised to $25B for AI, robotics, Dojo, and chips
• Record unsupervised robotaxi growth (+7 units) and 10B supervised FSD miles
• All 2026 Model Y/3 built for full self-driving; Model Y dominates California sales
• Tesla leads US with 61.1% repea ...