Hosts: Marcus Chen & Zara Okafor

In this episode:

• Today we're breaking down Tesla's AI pivot as their auto sales crumble, plus the Chinese battery giants' charging speed war.

• Tesla's earnings report today is going to be fascinating. They're pushing hard on this 'we're an AI company' narrative while their California sales dr...

• Let's dig into the numbers here. Tesla's core automotive business is facing serious headwinds — we're seeing inventory pile-ups, price cuts that aren'...

• But here's where it gets interesting — they're not wrong about the AI potential. Full Self-Driving subscriptions are approaching two million users, Ro...

• The math doesn't add up though. FSD revenue at current subscription rates would need to hit eight million users just to offset the automotive revenue ...

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