**Hey, it's April 23, 2026.**

Tesla just posted its Q1 numbers and the profit picture is a lot stronger than many expected, giving them real runway to push harder into AI, robotics, and the next wave of autonomy. The stock reaction was muted though, as the big capital spending plans and a tiny revenue miss left some traders wanting more clarity on the returns. ...

AI Disclosure: This podcast is curated by Patrick but uses AI-generated voice synthesis (ElevenLabs) for audio production.