Elise hosts the May 1, 2026 edition of Tesla Twenty Four, diving into the day's top Tesla developments. The episode spotlights the historic rollout of the first Tesla Semi from its high-volume production line at Gigafactory Nevada, alongside Tesla's massive capex increase to over $25 billion for AI, robotics, and new factories. Listeners get balanced insights on Q1 earnings, Semi's potential, and Tesla's shift toward an AI powerhouse.

• Tesla Semi high-volume production launch at Giga Nevada after years of delays
• First Semi off the line with deliveries slated for later 2026
• Q1 2026 earnings: $22.4B revenue, $500M GAAP net income, healthy $1.4B FCF
• Capex jumps to $25B+ for AI infrastructure, Optimus robots, Cybercab, and Megapack
• Semi's advantages in efficiency, emissions ...