Elise hosts the April 27, 2026 edition of Tesla Twenty Four, unpacking Tesla's bold shift from EVs to AI, robotics, and autonomy. Key highlights include the SEC filing to register 304 million shares from Elon Musk's landmark 2018 compensation package and the official start of Cybercab robotaxi production at Giga Texas. The episode dives into earnings insights, with Q1 profits up 17% and capex surging to $25B+ for AI infrastructure.

• Tesla's SEC filing for Elon Musk's 2018 comp package: 304M shares worth tens of billions, tying incentives to autonomy, Optimus, and energy breakthroughs.
• Cybercab production begins: Steering-wheel-free robotaxi in early ramp at Giga Texas, targeting 5x higher output rates.
• Q1 2026 earnings: $477M profits, sales rebound in APAC/NA/EMEA, unsupervised FSD exp ...