Elise hosts the April 23, 2026 edition of Tesla Twenty Four, diving deep into Tesla's transformative Q1 2026 earnings report that showcases a bold pivot to AI, autonomy, and robotics. With revenue up 16% to $22.4B, strong cash flow, and plans for $25B+ in CapEx, Tesla signals its evolution beyond cars into a robotics powerhouse. Key highlights include Optimus factory ramps, unsupervised robotaxi expansions, and debates on whether this high-stakes bet will pay off amid modest vehicle growth.

• Tesla Q1 2026 earnings: $22.4B revenue, 41¢ non-GAAP EPS, 19.2% auto margins, $1.4B FCF
• Production at 408K vehicles, deliveries at 358K, inventory at 27 days
• $25B+ CapEx for AI infrastructure, compute, robotics, and manufacturing
• Optimus humanoid robot: Fremont factory Q2 start, 1M/year goa ...