Elise hosts the April 26, 2026 edition of Tesla Twenty Four, diving into Tesla's pivotal Q1 2026 earnings report that showcased strong revenue growth and margin expansion amid bold bets on AI and robotics. Highlights include raised capex guidance to over $25B for Cybercab, Optimus, and more, a muted market reaction, updates on the next-gen Roadster debut, and SpaceX's IPO filing details. The episode unpacks the transformation from EV maker to AI powerhouse and what it means for investors.

• Tesla Q1 2026 earnings: $22.4B revenue (+16% YoY), 21.1% gross margins, 358K deliveries, 8.8 GWh energy storage
• Raised 2026 capex to >$25B for AI, robotics (Optimus, Cybercab), chips, Semi, Megapack 3
• Next-gen Roadster update: potential debut in late May/early June with extreme performance specs ...