Hosts: Marcus Chen & Zara Okafor

In this episode:

• Today we're breaking down Tesla's bombshell admission about FSD hardware limitations, and digging into their Q1 earnings that sent mixed signals to in...

• Marcus, let's start with what might be the biggest admission in Tesla's history. After years of promises, Musk finally acknowledged that millions of T...

• The numbers here are staggering, Zara. We're talking about roughly 4 million HW3-equipped vehicles that Musk now admits can't achieve unsupervised Ful...

• And here's where it gets interesting—Musk's solution involves these proposed urban 'microfactories' for retrofits. It's an acknowledgment that the com...

• Let's dig into the numbers on potential liability here. If we assume even 30% of those 4 million owners paid the full $15,000 for FSD, that's $18 bill...

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