Episode
Tesla Twenty Four May 03, 2026 With Elise
- Published
- May 4, 2026
- Duration seconds
- 424
- Processing state
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- https://rss.com/podcasts/teslatwentyfour/2791048
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Summary
Elise hosts the May 3, 2026 edition of Tesla Twenty Four, diving into Tesla's massive $25B+ capex hike for AI, robotics, and chips amid Q1 results. The episode covers 10B FSD miles, Cybercab production start, Optimus Gen 3 timelines, and Elon Musk's bold X posts on $10T valuation and petawatt energy. Packed with data-driven insights on Tesla's shift to AI/robotics dominance. Key Topics Covered: Tesla's 2026 capex jumps 25% to $25B+ for AI infra, robotics, and chip production, signaling multi-year cash burn. 10 billion miles on FSD Supervised, Cybercab production underway, unsupervised fleets in Texas. Optimus Gen 3 production starts late July 2026 at Fremont, Giga Texas factory for 2027 volume. Spring 2026 update: Hey Grok integration, enhanced Pet Mode, FSD app stats. Tesla Semi ramps up with Megachargers; Elon's X posts on 10B miles, $10T ambition, space-energy links. Key Stories: Elon Musk's "10B" reply to FSD milestone and "$10T or bust" post highlight trillion-dollar robotaxi/Optimus potential. Cybercab hits production with zero incidents in Austin/Dallas expansions; Europe regulatory wins. Optimus deploys in Tesla factories first, eyeing external customers in 2027 amid supply chain challenges. Listen if you own TSLA stock or believe in Tesla's AI/robotics revolution—these investments could unlock trillions in value despite short-term risks. Tesla news, Elon Musk updates, FSD 10 billion miles, Cybercab production, Optimus Gen 3, Tesla capex 2026, robotaxi Texas, Tesla Semi, xAI Grok car integration, TSLA stock Subscribe to Tesla Twenty Four for daily deep dives into Tesla, Elon Musk, autonomy, robotics, and more!