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Start free trialTesla has initiated the rollout of a new Supercharging feature and is expanding battery production operations at Giga Berlin. The episode also touches on broader industry trends, including a recent EV milestone reached by BMW.
Ron Baron, a long-time investor in Tesla and SpaceX, joins the program for an exclusive interview to discuss his continued conviction in Elon Musk. The episode also covers news regarding eBay's rejection of a bid from GameStop, a cohort of U.S. CEOs traveling to Beijing with President Trump, and an update on the conflict in Iran.
This episode provides updates from Tesla's Q1 2026 earnings call, including plans to upgrade Hardware 3 vehicles for FSD customers. Additionally, the show discusses the expected timeline for the v14 "Lite" software release and provides information regarding the next-generation Roadster reveal.
Clay Finck analyzes Tesla's evolution from a niche EV startup to a trillion-dollar company, examining its growth, vertical integration, and software-driven model. The discussion covers competitive pressures from BYD and legacy automakers, the potential of the company's energy and battery segments, and the long-term impact of AI, robotics, and autonomy on its valuation.
Elon Musk joins the All-In podcast to discuss free speech, his proposal for a government efficiency agency, and the future of AI. The episode also includes updates on SpaceX, critiques of Boeing's corporate culture, and commentary on regulatory environments.
Lex Fridman interviews Elon Musk and the Neuralink team regarding the company’s brain-computer interface technology and the first human implant. The conversation explores the future of Neuralink, the potential for digital telepathy, developments at xAI and Tesla's Optimus, and Musk's personal philosophy on problem-solving, history, and the future of humanity.
An early investor and friend of Elon Musk discusses his experience backing Tesla and SpaceX in their infancy. He reflects on the process of identifying world-changing talent and his approach to evaluating risk and intuition during the companies' foundational years.
The Operator's Manual examines Tesla's 2022 production crisis at its Berlin Gigafactory, where operational failures regarding robotic calibration, supplier specifications, and premature production ramping resulted in a $3.2 billion market cap loss. The hosts analyze these root causes and contrast Tesla’s 'move fast and break things' manufacturing ethos with Toyota’s jidoka quality control principles.
This episode addresses the gap between Tesla’s corporate projections for unsupervised Full Self-Driving (FSD) and current operational realities, including an NHTSA investigation into low-visibility performance. It highlights logistical challenges facing regional Robotaxi pilots in Texas, skepticism from European regulators, and concerns regarding the methodology behind Tesla's safety statistics.
This episode provides commentary on the Tesla Roadster and Tesla Truck, exploring their potential impact on the broader automotive industry.
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