Hosts: Marcus Chen & Zara Okafor

In this episode:

• Today we're unpacking Tesla's massive twenty-five billion dollar capex bombshell, their stunning Hardware 3 admission, and a mysterious two billion do...

• Alright, let's start with that eye-popping twenty-five billion dollar capital expenditure announcement. Marcus, Tesla just announced they're boosting ...

• The numbers here are staggering. To put this in perspective, Tesla's entire capex for twenty twenty-five was seven point eight billion. They're essent...

• Here's where it gets interesting though. This isn't just about building more factories. Tesla's betting that AI and robotics will be their primary pro...

• Let's dig into the numbers. Of that twenty-five billion, roughly forty percent is earmarked for compute infrastructure—we're talking massive GPU clust...

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