Best Podcast Episodes About Tesla

“Remember Solyndra, Tesla, and Fisker, and one of the companies paid it back. We got paid back with interest from that Obama-era incentive, but we didn't get options or warrants in Tesla. And they could have very easily because, remember, Tesla was on the brink. So a very simple process. Hey, you're a rare earths company. We've got a billion dollars here. You can ask for $10 million to $100 million loan. The states can get involved. If your state, you know, doesn't want …” “Remember Solyndra, Tesla, and Fisker, and one of the companies paid it back. We got paid back with interest from that Obama-era incentive, but we didn't get options or warrants in Tesla. And they could have very easily because, remember, Tesla was on the brink. So a very simple process. Hey, you're a rare earths company. We've got a billion dollars here. You can ask for $10 million to $100 million loan. The states can get involved. If your state, you know, doesn't want to, you know, damage 100 acres in the middle of the forest and you're Maine or Vermont or California and you're precious about it or it's like very dense, by all means, opt out. But if you're Texas, Nevada, you know, Utah and you want this commerce and you want this tax, that's the way to do it. is just give a loan and then give upside. And then …” View more

Ridealong summary

States should have the choice to opt in or out of AI regulations, creating a competitive landscape that benefits innovation and commerce. This model allows states like Texas and Nevada to attract tech companies while states like California can prioritize preservation. The result? A diverse approach to AI that reflects local values and economic goals.

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This Week in Startups · Venture Roundtable: SpaceX IPO, AI's PR Crisis, and the Defense Tech Bubble | E2270 · Apr 01, 2026

“… is John McNeil. He wrote a new book called The Algorithm. And this guy's resume will blow your mind, okay? Like, you were the president of SpaceX. Tesla. Tesla. Yeah. Tesla. Yeah. But you were also at SpaceX. I was at SpaceX every Friday because that's where our design center is, down in Hawthorne. Oh, so you didn't work? Okay, so it says here, even on the title of the book, I'm going to read your bio. Normally, I don't. Normally, I read the bio afterwards, and then I input it. But let's just do this together, shall we? Okay, let's see here. The CEO and co-founder of, well, your new company is …” “Guys, this guy's name is John McNeil. He wrote a new book called The Algorithm. And this guy's resume will blow your mind, okay? Like, you were the president of SpaceX. Tesla. Tesla. Yeah. Tesla. Yeah. But you were also at SpaceX. I was at SpaceX every Friday because that's where our design center is, down in Hawthorne. Oh, so you didn't work? Okay, so it says here, even on the title of the book, I'm going to read your bio. Normally, I don't. Normally, I read the bio afterwards, and then I input it. But let's just do this together, shall we? Okay, let's see here. The CEO and co-founder of, well, your new company is called DVX Ventures, former president of Tesla and COO of Lyft, and current board member of GM, Lululemon, CrossFit, and Stash, and a company called Asurian. Okay. Yeah. But also, that's just like the little bit of it. You were also a consultant at Bain. Yeah. You exited your own six companies. You had six companies that you already exited. Yeah. …” View more

Ridealong summary

John McNeill, a former president of Tesla, had to beg his way into Bain & Company as one of the first non-Ivy League hires. His unique background, including coding trading algorithms while working his way through college, set him apart and paved the way for his incredible entrepreneurial journey. This story highlights how determination and skill can break barriers in high-stakes environments.

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Habits and Hustle · Episode 541: Jon McNeill: Why “Less” and “Simple” are the Smartest Growth Strategies · Mar 31, 2026

“… in history? Earlier this year, Musk merged XAI into SpaceX, which had already absorbed the social media platform X, which begs the question, will Tesla be the next Musk property to join the SpaceX conglomerate? Lots of questions here. Here to help us break it down, we are joined by John McNeil, CEO of DVX Ventures, former Tesla president, GM board member, and author of the new book, The Algorithm. John, good to see you. I'm going to get right into this here. You just published a book called The Algorithm. It's basically about how Elon built both Tesla and SpaceX. And now SpaceX could be going …” “information the company aims to file its ipo prospectus imminently it's reportedly targeting a valuation of 1.75 trillion dollars and hopes to raise 75 billion dollars in the offering that would make it the largest IPO in history? Earlier this year, Musk merged XAI into SpaceX, which had already absorbed the social media platform X, which begs the question, will Tesla be the next Musk property to join the SpaceX conglomerate? Lots of questions here. Here to help us break it down, we are joined by John McNeil, CEO of DVX Ventures, former Tesla president, GM board member, and author of the new book, The Algorithm. John, good to see you. I'm going to get right into this here. You just published a book called The Algorithm. It's basically about how Elon built both Tesla and SpaceX. And now SpaceX could be going public. It could be the largest IPO in history. As someone who has worked with Elon and someone who's written about this company, what do you make of this company now going public? The basis of the approach in the algorithm is simplicity, and that's Elon's organizing principle is simplicity. So I think there might be three reasons why Tesla may …” View more

Ridealong summary

There's a strong possibility that Tesla could merge with SpaceX, especially with SpaceX's impending IPO potentially making it the largest in history. This merger could simplify operations and align AI resources crucial for both companies' future innovations. With Elon Musk's frustrations over Tesla's cap table, this move might also address his ownership concerns.

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Prof G Markets · Big Tech Is Now Advising the White House — What Could Go Wrong? · Mar 31, 2026

“… dies. Musk responded the next morning at 3.52 a.m. He confronted Brockman with a proposal that recalled Pichai's pitch. OpenAI should spin into Tesla. Initially, OpenAI's team could accelerate Tesla's development of autonomous vehicles. Next, it could use the profits from self-driving cars to fund its AGI moonshot. Tesla is the only path that could even hope to hold a candle to Google Musk declared Even then the probability of being a counterweight to Google is small it just isn zero Back in 2014 Musk had Skyped Hasebis from a closet in LA proposing that Tesla or SpaceX should absorb …” “… Right? All seven co-founders. Oh, true, true, true. That's what you're referring to. Got it. Anyways, from the book, pushing back against Musk's obsession with the race against Google and DeepMind, Brockman added, it doesn't matter who wins if everyone dies. Musk responded the next morning at 3.52 a.m. He confronted Brockman with a proposal that recalled Pichai's pitch. OpenAI should spin into Tesla. Initially, OpenAI's team could accelerate Tesla's development of autonomous vehicles. Next, it could use the profits from self-driving cars to fund its AGI moonshot. Tesla is the only path that could even hope to hold a candle to Google Musk declared Even then the probability of being a counterweight to Google is small it just isn zero Back in 2014 Musk had Skyped Hasebis from a closet in LA proposing that Tesla or SpaceX should absorb DeepMind. Almost exactly four years later, the new version of this proposal played into Altman's hands. It proved Musk's power hunger. With little difficulty, Altman now persuaded Brockman and Suskever to take his side. Together, the three told Musk that OpenAI would not attach itself to Tesla. At an all-hands meeting on the top floor of a converted truck …” View more

Ridealong summary

Elon Musk once proposed that OpenAI should merge with Tesla to accelerate the development of autonomous vehicles and fund artificial general intelligence (AGI). This came after a failed attempt to absorb DeepMind, revealing Musk's ongoing obsession with competing against Google. The proposal was rejected, leading Musk to storm out of an OpenAI meeting, declaring the need for speed in AI development.

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TBPN · AI Is Coming for Your Memes, Axios NPM Package Compromised, Claude Code Source Code Leak | Alex Pruden, Qasar Younis, Sebastian Mallaby, Forrest Heath, Dino Mavrookas, Will Ahmed, Jannick Malling, Ryan Daniels, Chris Yu · Mar 31, 2026

“… a major thing when they bring that technology overseas. Current top-tier public charging is 400 kilowatts. Networks like Ionity, Fastned, and even Tesla's V4s. BYD's chargers, even if they start them off at 1,000 kilowatts, megawatt charging. It's a three-fold increase on anything else that we've got. Even on a 280kVA transformer, you can put those in the ground. So let's finish off. The March event demonstrated the breadth of in-house operations, the cell chemistry, the pack design, the vehicle platforms now running at 1,000 volts. the megawatt charging, the on-site energy storage, even LiDAR …” “… The actual connector from Phoenix Contact will do a boost mode to 1,000 kilowatts. It's rated at 800 kilowatts continuous, but after five minutes, I mean, how much heat are you generating? So the elimination of the two-gun workaround is a major thing when they bring that technology overseas. Current top-tier public charging is 400 kilowatts. Networks like Ionity, Fastned, and even Tesla's V4s. BYD's chargers, even if they start them off at 1,000 kilowatts, megawatt charging. It's a three-fold increase on anything else that we've got. Even on a 280kVA transformer, you can put those in the ground. So let's finish off. The March event demonstrated the breadth of in-house operations, the cell chemistry, the pack design, the vehicle platforms now running at 1,000 volts. the megawatt charging, the on-site energy storage, even LiDAR and ADAS. BYD's station-within-a-station model, where they have battery storage on-site, is the most strategically important announcement, I believe, because they can go to existing charging sites where they have chargers in the ground, maybe with a smaller grid connection, and build a standalone station that's ready to plug and play. If the 97% in …” View more

Ridealong summary

BYD's new charging technology could redefine electric vehicle refueling, boasting speeds up to 1,000 kilowatts—three times faster than current leaders. With a strategic plan to roll out 20,000 stations in China and thousands more overseas, they aim to establish a benchmark that no other major car manufacturer can currently match. This ambitious expansion hinges on overcoming regulatory hurdles and securing optimal charging site partnerships.

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EV News Daily - Technology and Business of EVs · BONUS: BYD Tech Day – The Impossible Dream · Mar 14, 2026

“… deepfake that's happening underneath. Elon Colossus shares, Elon has spent a decade trying to control an AI lab. He tried to absorb deep mind into Tesla in 2014 and open AI in 2018. When that failed, an intern spoke up. It did not end well. Okay, let's read through this. He also tried to control XAI to some degree. Doesn't he control XAI? Well, he controls it, but at what cost? Right? All seven co-founders? Oh, true. True, true. That's what you're referring to. Got it. Anyways, from the book, Pushing Back Against Musk's Obsession with the Race Against Google and DeepMind, Brockman added, it …” “… fingers. They'll be like, yeah, three fingers. This is fine, right? I satisfy the task. You got to say, no, put the three fingers in front of your face. because if you put the three fingers in front of your face, the AI gets confused and it breaks the deepfake that's happening underneath. Elon Colossus shares, Elon has spent a decade trying to control an AI lab. He tried to absorb deep mind into Tesla in 2014 and open AI in 2018. When that failed, an intern spoke up. It did not end well. Okay, let's read through this. He also tried to control XAI to some degree. Doesn't he control XAI? Well, he controls it, but at what cost? Right? All seven co-founders? Oh, true. True, true. That's what you're referring to. Got it. Anyways, from the book, Pushing Back Against Musk's Obsession with the Race Against Google and DeepMind, Brockman added, it doesn't matter who wins if everyone dies. Musk responded the next morning at 3.52 a.m. He confronted Brockman with a proposal that recalled Pichai's pitch. OpenAI should spin into Tesla. Initially, OpenAI's team could accelerate Tesla's development of autonomous vehicles. Next, it could use the profits from self-driving cars to fund its AGI moonshot. …” View more

Ridealong summary

To protect yourself from deepfake scams, ask suspicious Zoom callers to hold up three fingers in front of their face. This simple trick exposes the limitations of AI-generated images, revealing if the person is a deepfake. It's a crucial tip for navigating the rising threat of AI deception in financial scams.

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TBPN · AI Is Coming for Your Memes, Crypto’s Quantum Clock, Axios Hack| Diet TBPN · Apr 01, 2026

“… been a car executive, right? You had been an entrepreneur. Up until that point, you had started and sold something like six startups before joining Tesla. Yeah, yeah. I'm curious, you know, how was that experience different from what it was going to be like at Tesla? You're going into a company. You're working for Musk. How is that different? I've been a CEO through those six companies. So I hadn't like supported it in myself in a long time. And so I had to learn to be a subordinate. And that was really in support of a CEO. And so all the times that I was asking teams to do unreasonable things …” “But first, let's just kind of get into your mindset as you joined the company because you had not been a car executive, right? You had been an entrepreneur. Up until that point, you had started and sold something like six startups before joining Tesla. Yeah, yeah. I'm curious, you know, how was that experience different from what it was going to be like at Tesla? You're going into a company. You're working for Musk. How is that different? I've been a CEO through those six companies. So I hadn't like supported it in myself in a long time. And so I had to learn to be a subordinate. And that was really in support of a CEO. And so all the times that I was asking teams to do unreasonable things for me as a CEO, the payback was almost sudden and instant as I stepped into that job. and I think you know Musk hires orthogonally in the sense that he doesn't hire people from the industry because he wants fresh thinking that is not weighed down by by old constructs the head of supply chain came from Apple the head of the head of battery cell …” View more

Ridealong summary

Tesla faced a near-fatal setback when their highly automated Model 3 production line failed, leading to a crisis where they almost ran out of cash. The solution came when executives decided to revert to manual assembly, proving the lesson that automation should come after mastering the basics. This pivotal moment not only saved the company but reshaped their approach to manufacturing.

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Bold Names · The Five Step “Algorithm” Driving Tesla’s Success · Mar 27, 2026

“… way of doing things. And so as we were engaging or as I was engaging with those companies and as we were building infrastructure in that space at Tesla, what became very apparent is that the industry is massively software deficient. And a lot of the challenges that come up when you're trying to build this infrastructure is the coordination layer, the orchestration layer. How do you manage a large, complex refinery with a talent pool that is shrinking? How do you manage large, complex mining operations, again, with a talent pool that's shrinking? And what we've landed on is that you have to go …” “And that way of doing things, companies like that, they're large and conservative, really gets set in that way of doing things. And so as we were engaging or as I was engaging with those companies and as we were building infrastructure in that space at Tesla, what became very apparent is that the industry is massively software deficient. And a lot of the challenges that come up when you're trying to build this infrastructure is the coordination layer, the orchestration layer. How do you manage a large, complex refinery with a talent pool that is shrinking? How do you manage large, complex mining operations, again, with a talent pool that's shrinking? And what we've landed on is that you have to go full bore, kind of like leveraging the advances in autonomy in automotive and humanoid robots to go and apply that to refineries and to mining operations. So there's so much mythology around Tesla and SpaceX culture. maybe forgetting the buzzwords, what is the single most important thing that you learned at SpaceX or Tesla that you now apply every …” View more

Ridealong summary

Flat organizational structures are key to speeding up decision-making in tech startups. Leaders at companies like Tesla and SpaceX emphasize the importance of quick information flow and high conviction leadership to enhance production cycles. This approach not only empowers junior engineers but also mitigates risks associated with major decisions.

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The a16z Show · The SpaceX and Tesla Playbook for Hard Tech Startups · Mar 27, 2026

“… So example of that is we're trying to sell $100,000 things online. Nobody had done that before, sight unseen. And it took 64 clicks to buy Tesla. And 44 of those clicks were in the auto loan and auto lease documents. And it turns out an auto loan document is 12 pages of paragraph after paragraph after paragraph of how the bank's going to basically kill you if you don't pay. And so I asked the lawyers, can you come back to me and tell me how many of these paragraphs are a requirement of law or regulation? They came back not much longer, not much time later, and they said, none. And I …” “… simplify. So the first one is you question every requirement you're given. Is it a requirement of physics Is it a requirement of safety Is it a requirement of law And if you can answer yes to those questions then you got to consider deleting that requirement So example of that is we're trying to sell $100,000 things online. Nobody had done that before, sight unseen. And it took 64 clicks to buy Tesla. And 44 of those clicks were in the auto loan and auto lease documents. And it turns out an auto loan document is 12 pages of paragraph after paragraph after paragraph of how the bank's going to basically kill you if you don't pay. And so I asked the lawyers, can you come back to me and tell me how many of these paragraphs are a requirement of law or regulation? They came back not much longer, not much time later, and they said, none. And I said, what do you mean? They said, none. All of this stuff, all these paragraphs were inserted by well-meaning corporate lawyers who are trying to save their company's necks, and none of this is a requirement of law. And I said, so literally I could get down to a one page or maybe a one paragraph loan that said, here's how much the car is. Here's how …” View more

Ridealong summary

Tesla revolutionized decision-making by questioning every requirement, leading to significant simplifications. For example, they reduced a 64-click online car purchase process down to just four sentences by eliminating unnecessary legal jargon. This approach not only streamlined operations but also boosted sales of their $100,000 vehicles.

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TBPN · Arm Pumps CPUs, Social Media Addiction, Data Center Ban | Eric Goldman, Nima Jalali, Jon McNeill, Karri Saarinen, Dimi Kellari, Mikey Shulman, Aida Baradari, Zack Kanter, Nik Milanović, Zach Perret · Mar 26, 2026

“… like expanding the probe. And then the other news that came out today is that there is a family of a Wisconsin couple who died last year after their Tesla caught fire or actually suing Tesla because they say that they were unable to, there were actually five people in that car, and they say they were unable to escape because the door handles got stuck or didn't work. The lawsuit claims Tesla's door design trapped the couple inside the burning car. The family is seeking to hold Tesla accountable for allegedly designing vehicles that make survivable crashes fatal. That's horrible. It's like, looks …” “… the news this morning is that the NHTSA the US regulator put out a letter that said that they have gotten even more complaints from consumers about the store handle issues since they first announced their probe a few weeks ago So they're basically like expanding the probe. And then the other news that came out today is that there is a family of a Wisconsin couple who died last year after their Tesla caught fire or actually suing Tesla because they say that they were unable to, there were actually five people in that car, and they say they were unable to escape because the door handles got stuck or didn't work. The lawsuit claims Tesla's door design trapped the couple inside the burning car. The family is seeking to hold Tesla accountable for allegedly designing vehicles that make survivable crashes fatal. That's horrible. It's like, looks cool, But yeah, you can get trapped in it, you know, if your car is on fire. Maybe not worth the cool design to not be able to open your door. Yeah, and I think there's a sort of interesting balance.” View more

Ridealong summary

Tesla faces serious scrutiny after a tragic incident where a couple died in a fire because they couldn't escape their car due to malfunctioning door handles. This has led to a lawsuit claiming that Tesla's design makes survivable crashes fatal, highlighting the ongoing debate about safety versus aesthetics in automotive design. As regulators in the U.S. expand their investigation, the implications for Tesla's future could be significant.

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TechStuff · No Such Thing: Why Do Tesla Door Handles Suck? · Mar 04, 2026

“… are so strong that they could be run by a bunch of monkeys because one day they probably will be. Well, I was thinking more like obviously Elon and Tesla is going to relentlessly innovate. It a great point by the way and it true especially in the age of agentic AI Yeah I mean look I think though that just up leveling a bit I think you are right that the key question is moats because I do think that there are still strong moats in a lot of different kinds of businesses And a lot of them are very subtle. Like you said, some are network effects. Some of them are the difficulty of producing physical …” “… moats for businesses, brands, network effects, and the management team. Those come into play here as well, yeah? I don't know if I would consider a management team to be a moat. I mean, it's like Warren Buffett says that you want businesses that are so strong that they could be run by a bunch of monkeys because one day they probably will be. Well, I was thinking more like obviously Elon and Tesla is going to relentlessly innovate. It a great point by the way and it true especially in the age of agentic AI Yeah I mean look I think though that just up leveling a bit I think you are right that the key question is moats because I do think that there are still strong moats in a lot of different kinds of businesses And a lot of them are very subtle. Like you said, some are network effects. Some of them are the difficulty of producing physical products, things like that. So there's a lot of different types of moats out there. And that is the key question as we enter a world of let's call it digital abundance. yeah the network effect of apple's ecosystem and they have hardware right and they've been just on that path of making their own silicon that's incredibly defensive and they have …” View more

Ridealong summary

Brands like Apple and Tesla may soon lose their pricing power as cheaper, superior alternatives flood the market. With AI-driven efficiencies and a focus on value, consumers are prioritizing functionality over brand loyalty. This shift could redefine what it means to be competitive in the digital age.

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All-In with Chamath, Jason, Sacks & Friedberg · Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits · Mar 27, 2026

“I won the pre-show game of who can pick 13 of 16 Sweet 16 teams correctly, so I'm up first. And my winner of the weekend is Tesla because though it's disinterested in selling cars these days, it is interested in selling semis. The company plans to deliver between 5,000 and 15,000 semi-trucks by year's end. This has been a long time coming. Tesla first announced the all-electric semi nearly a decade ago. But then Elon got distracted by robots and cybercabs and the project quietly collected dust. But maybe it was worth the wait because truckers who have gotten a chance to …” “I won the pre-show game of who can pick 13 of 16 Sweet 16 teams correctly, so I'm up first. And my winner of the weekend is Tesla because though it's disinterested in selling cars these days, it is interested in selling semis. The company plans to deliver between 5,000 and 15,000 semi-trucks by year's end. This has been a long time coming. Tesla first announced the all-electric semi nearly a decade ago. But then Elon got distracted by robots and cybercabs and the project quietly collected dust. But maybe it was worth the wait because truckers who have gotten a chance to test drive it love it. They called out the centered driving position, faster charging, and longer range as positives. Dakota Shearer, a trucker for IMC Logistics, told the Wall Street Journal that he got stuck on a tight bend his first time out in the truck while towing a 40-foot trailer. Normally, that meant hopping out of the cab multiple times to …” View more

Ridealong summary

Tesla's all-electric semi-truck is finally set for delivery, promising a revolutionary shift in the trucking industry. With a longer range and faster charging than competitors, truckers are excited about its benefits, including reduced stress and improved safety. As diesel prices soar, many trucking companies are looking to electric vehicles for cost savings, making Tesla's semi a timely solution.

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Morning Brew Daily · Travelers Face Hours-Long TSA Delays & BTS Makes a Comeback · Mar 23, 2026

“… the functions of entire software companies. Yeah, that initiative, which is also known as Digital Optimus, is basically a joint venture between Tesla and XAI. Right. And they are blending physical automotive hardware with high-level reasoning models to actually perform digital labor. So how does an electric vehicle manufacturer transform its infrastructure into a provider of autonomous white-collar workers? Well, the architecture of this system, it mimics human cognition by using a dual process model. Okay. Dual process meaning two parts. Exactly. It relies on two complementary systems …” “Elon Musk's new project, MacroHard, uses an artificial intelligence system to completely automate and replace the functions of entire software companies. Yeah, that initiative, which is also known as Digital Optimus, is basically a joint venture between Tesla and XAI. Right. And they are blending physical automotive hardware with high-level reasoning models to actually perform digital labor. So how does an electric vehicle manufacturer transform its infrastructure into a provider of autonomous white-collar workers? Well, the architecture of this system, it mimics human cognition by using a dual process model. Okay. Dual process meaning two parts. Exactly. It relies on two complementary systems working together to emulate how a person approaches a complex task. So System 2 is XAI's Grok model. You can think of Grok as the thinking brain. It handles the strategic planning, the high-level reasoning, and the overarching navigation of whatever complex workflow needs to be done. So if you assign the system a massive project, like reconciling a …” View more

Ridealong summary

The entanglement between Tesla and XAI, along with shareholder lawsuits, poses a significant threat to the survival of Musk's AI projects.

The entanglement between Tesla and XAI, along with regulatory scrutiny, poses a significant threat to the survival of their AI projects.

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Elon Musk Podcast · Elon Musk's Company replaces workers with AI · Mar 17, 2026

“Fair point. Tesla utilizes strict software-hardware co-design. Because they control the software entirely, they strip out generic tasks. Tesla's upcoming AI5 chip is projected to operate on just 150 watts while rivaling the performance of a 700-watt server GPU. Wait, hold on. How does a 150-watt chip match the performance of a massive server GPU? You cannot just magically ignore the physics of computing power. It is the difference between a generalist and a …” “Fair point. Tesla utilizes strict software-hardware co-design. Because they control the software entirely, they strip out generic tasks. Tesla's upcoming AI5 chip is projected to operate on just 150 watts while rivaling the performance of a 700-watt server GPU. Wait, hold on. How does a 150-watt chip match the performance of a massive server GPU? You cannot just magically ignore the physics of computing power. It is the difference between a generalist and a specialist. Drive Thor has to be compatible with whatever operating system Mercedes, BYD, or any other manufacturer wants to use. Right. It carries transistors specifically dedicated to rendering high-resolution graphics for the dashboard, running third-party voice assistants, and handling generalized safety redundancies. And AI-5 doesn't do that. No. …” View more

Ridealong summary

Tesla's TeraFab project is crucial for overcoming future supply constraints in specialized AI chips, enabling energy-efficient edge computing for millions of robots.

The massive scale of TeraFab's financial commitment requires serious pause as it challenges the established semiconductor giants and could alter the global tech economy.

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Elon Musk Podcast · Musk's $25 Billion Custom AI Chip Factory · Mar 22, 2026

“Tesla is planning a $20 billion facility called the TerraFab project to manufacture its own 2 nanometer AI chips, aiming to produce up to 200 billion AI and memory chips annually. I mean, the sheer scale of that hardware target, it just requires a complete recalibration of how we view this company. We are looking at an objective of 100,000 wafer starts per month. And a wafer, just for context, is that large, completely pure silicon disk that they, …” “Tesla is planning a $20 billion facility called the TerraFab project to manufacture its own 2 nanometer AI chips, aiming to produce up to 200 billion AI and memory chips annually. I mean, the sheer scale of that hardware target, it just requires a complete recalibration of how we view this company. We are looking at an objective of 100,000 wafer starts per month. And a wafer, just for context, is that large, completely pure silicon disk that they, you know, carve the individual chips out of. Right, exactly. And $100,000 a month means they want to operate at the absolute limits of global volume. It is one single organization attempting to own every conceivable layer of artificial intelligence. Yeah, they want to control the physical silicon beneath the systems, the data processing pipeline, and …” View more

Ridealong summary

Tesla's TeraFab project aims for unprecedented vertical integration in AI chip manufacturing, but faces skepticism due to its lack of semiconductor experience.

Tesla's attempt to own the entire AI ecosystem, including unproven 2-nanometer chip factories, raises questions about the impact on the global economy and the feasibility of such ambitious projects.

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Elon Musk Podcast · Musk says Tesla's mega AI chip fab project to launch in seven days · Mar 22, 2026

“of its value since peaking back in 2024. Let's wrap the show with a fun fact. Tesla semi-trucks are about to hit the road. Finally. After years of delays, Tesla will be delivering its electric semi-trucks this summer and apparently truckers seem to love this thing. The Wall Street Journal talked to some drivers who tested some pilot models, and they were raving about it. Now, besides the fact that this truck is electric, there are some other key design changes. For one, drivers sit in the center of the cab, kind of like a F1 …” “of its value since peaking back in 2024. Let's wrap the show with a fun fact. Tesla semi-trucks are about to hit the road. Finally. After years of delays, Tesla will be delivering its electric semi-trucks this summer and apparently truckers seem to love this thing. The Wall Street Journal talked to some drivers who tested some pilot models, and they were raving about it. Now, besides the fact that this truck is electric, there are some other key design changes. For one, drivers sit in the center of the cab, kind of like a F1 car, and there are screens on both sides showing everything around the truck. So that basically eliminates blind spots, which is a pretty big deal. Also, being electric makes these trucks easier to drive compared to a diesel truck. On top of that, electric trucks have way fewer moving parts, so maintenance costs should drop significantly. The semi …” View more

Ridealong summary

Tesla's electric semi-trucks are set to revolutionize trucking with their unique design and impressive capabilities. Drivers will enjoy a central cab position with screens eliminating blind spots, making it easier to drive than traditional diesel trucks. With a price tag of $300,000 and a range of 500 miles on a single charge, Tesla aims to deliver up to 15,000 trucks this year, paving the way for future autonomous driving.

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The Rundown · Amazon Working on AI Smartphone, Super Micro Founder Charged for Smuggling Nvidia Chips · Mar 20, 2026

“… costs are going up tying it to upgrades in safety driving control intelligent features quality and manufacturing complexity Even so, the gap to the Tesla Model 3 is still 5,600 RMB. In China's EV market, final retail prices often come in below the pre-sale figure. It's a really common market strategy. Your pre-sale price is one. When the vehicle arrives, you bring it in at a lower price. Everyone raves. It's a nice little bonus, and everyone pays the lower price. And so those that got in early get a nice little feel-good bump and save themselves some money. Very common strategy and tactic. …” “… Pro and Max trims. Pre-sale prices run from 230,000 yuan. Xiaomi opened pre-sales in January with a starting price of effectively about 33,500 US equivalent. That 6 up on the old model Le Jeune said the retail prices will rise because production costs are going up tying it to upgrades in safety driving control intelligent features quality and manufacturing complexity Even so, the gap to the Tesla Model 3 is still 5,600 RMB. In China's EV market, final retail prices often come in below the pre-sale figure. It's a really common market strategy. Your pre-sale price is one. When the vehicle arrives, you bring it in at a lower price. Everyone raves. It's a nice little bonus, and everyone pays the lower price. And so those that got in early get a nice little feel-good bump and save themselves some money. Very common strategy and tactic. That'll happen here again. That matters because the SU-7 is in the heart of China's premium EV sedan segment. It's up against Tesla, NIO, Zika. in that kind of 33,000 to 44,000 US equivalent price bracket.” View more

Ridealong summary

Xiaomi has accelerated the launch of its updated SU7 electric sedan to March, with mass deliveries set to begin soon. The company aims to produce 16,000 units this month, competing directly with Tesla and other premium EVs in China, while also employing a strategic pricing tactic that could lower retail prices below pre-sale figures. This approach not only boosts early customer satisfaction but also positions Xiaomi strongly in the competitive EV market.

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EV News Daily - Technology and Business of EVs · CHINA: NEV Exports Surge, Xiaomi Brings New SU7 Forward and Zeekr 8X PHEV | 13 Mar 2026 · Mar 13, 2026

“… ton of money which is probably super helpful yeah so glad that a little company like starbucks can just like roll it you know um but so uh yeah the tesla activation was right across from our hotel so we came back and there was this flatbed truck with a big glass box and the cyber cap inside of it yeah i guess they had a bunch of teslas in this parking lot they had model threes the new model y the cyber truck and then they had one trailer in the corner pulled by a matte black cyber truck that was like clear that had a single it was pulled by cyber truck i thought it was just a flatbed oh wow yes …” “All of Austin was an activation. Literally, the coffee shop we went to had ads on our cups. Everything is an activation. This is what happened to Coachella, too, man. the local businesses probably made a ton of money which is probably super helpful yeah so glad that a little company like starbucks can just like roll it you know um but so uh yeah the tesla activation was right across from our hotel so we came back and there was this flatbed truck with a big glass box and the cyber cap inside of it yeah i guess they had a bunch of teslas in this parking lot they had model threes the new model y the cyber truck and then they had one trailer in the corner pulled by a matte black cyber truck that was like clear that had a single it was pulled by cyber truck i thought it was just a flatbed oh wow yes that yeah see there is a whole activation you missed it so uh they had the little cyber cab in there someone actually on twitter pointed out that that's the same clear trailer they use to bring around i think a model y when it first got unveiled and they had like the tape that they had like pulled the model y off but you could still see the outline …” View more

Ridealong summary

Tesla's upcoming Robo Taxi, a modified Model Y, is set to revolutionize ridesharing by eliminating the need for a steering wheel or mirrors, expected to hit the market in 2026. During SXSW, a prototype Cyber Cab was spotted on the streets of Austin, stirring excitement and confusion about its features and functionality. This marks a significant step in Tesla's vision for autonomous transportation, as people witnessed it driving around, albeit slowly, without a driver.

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Waveform: The MKBHD Podcast · Did Anything Change with AirPods Max 2? · Mar 20, 2026

“… And so Samsung is stepping up and they're announcing that, hey, we're going to put another 70 billion to work on this particular business. So Tesla has been working with Samsung on the foundry side in AI for a while. So Samsung's never really been on the frontier with a direct competitor to the H100 or the Blackwell chip. That's been more of like AMD's game and AMD also fabs a TSMC. So there hasn't really been this like neck and neck battle between TSMC and Samsung. But it's like you can do AI inference on a Samsung chip. And we know that because Tesla went to Samsung years ago and said, …” “… They're incredibly important in the AI build-out. But if TSMC is bottlenecked and TSMC is sort of risk-off and they're not going to be guiding to insane CapEx numbers while every American hyperscaler is, Well, that creates an opportunity for Samsung. And so Samsung is stepping up and they're announcing that, hey, we're going to put another 70 billion to work on this particular business. So Tesla has been working with Samsung on the foundry side in AI for a while. So Samsung's never really been on the frontier with a direct competitor to the H100 or the Blackwell chip. That's been more of like AMD's game and AMD also fabs a TSMC. So there hasn't really been this like neck and neck battle between TSMC and Samsung. But it's like you can do AI inference on a Samsung chip. And we know that because Tesla went to Samsung years ago and said, we need a chip that can take in pictures from the road, decide where the lines are, decide. They want their chips with the dip. They want their chips with the dip. And now Samsung does too. That's all you know. And so the FSD system, if you have a Tesla, you might be familiar with like HW3, Hardware 3.” View more

Ridealong summary

Samsung is investing $70 billion to advance its AI chip capabilities, positioning itself as a key player in the AI market. Despite being second to TSMC in semiconductors, Samsung's historical expertise in high bandwidth memory and partnerships with companies like Tesla show they are not sitting on the sidelines. This investment could create new opportunities for Samsung as it seeks to compete directly in AI chip production.

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TBPN · Samsung’s $70B Chip Bet, Apple Doing Nothing But Winning AI, Bezos’ New Fund | Diet TBPN · Mar 19, 2026

“… nanometer, the crazy frontier stuff, but it's working and it's on the road. And according to a US regulatory probe, there were 3.2 million vehicles, Teslas, on the road in America with FSD systems that were basically all running Samsung chips inside. And so now to be clear Tesla just like any foundation model lab company they have training and then they also have inference They a little bit different than many of the labs that you know and love because they do training in a data center using what's called the Dojo chip, and that is fabbed at TSMC. But so they train the system. They take all the …” “And it was fabbed on Samsung's 14 nanometer process, which is a lagging node. We're not in the three nanometer, the crazy frontier stuff, but it's working and it's on the road. And according to a US regulatory probe, there were 3.2 million vehicles, Teslas, on the road in America with FSD systems that were basically all running Samsung chips inside. And so now to be clear Tesla just like any foundation model lab company they have training and then they also have inference They a little bit different than many of the labs that you know and love because they do training in a data center using what's called the Dojo chip, and that is fabbed at TSMC. But so they train the system. They take all the data in from every Tesla camera, every road, all the information that they have. Every time that there's a disengagement, that's feedback to the reinforcement learning system. It says, hey, we were in FSD mode, but then someone grabbed the wheel or someone stepped on the brakes. You made a mistake. Understand what happened to get you to that point …” View more

Ridealong summary

Tesla vehicles on the road are powered by Samsung chips, showcasing a crucial partnership in the automotive tech landscape. While Tesla trains its AI models using TSMC chips, it deploys them on Samsung's hardware, highlighting a unique collaboration that could impact future chip production amid rising geopolitical tensions. This relationship underscores the importance of diversified chip sourcing for tech companies.

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TBPN · Samsung Invests $70B in AI Chips, The Cubanator Joins, Apple: Behind in AI, Ahead in Revenue | Mark Cuban, John Kim, Eugen Alpeza, Ari Herbert-Voss, Alex Konrad, Carl Eschenbach & Pat Grady, Jim Cantrell, Tom Hulme · Mar 19, 2026

“… involving Autopilot, a lawyer can look at this case and say, I don't need to prove my client was a perfect, flawless driver. I just need to prove Tesla hasn't fixed the systemic issues identified in the Benevides case. It completely shifts the leverage. It does. Suddenly, settling cases quietly becomes much more attractive for Tesla than rolling the dice with a jury that might hand out another quarter billion dollar punishment. And you have to remember, punitive damages are not insurable in many jurisdictions. Oh, wow. I didn't realize that. Yeah. That money comes straight off the bottom line. …” “And Judge Bloom's strong denial here really helps ensure that it becomes a roadmap. A roadmap for every other plaintiff lawyer in the country. Exactly, because now every time there is a crash involving Autopilot, a lawyer can look at this case and say, I don't need to prove my client was a perfect, flawless driver. I just need to prove Tesla hasn't fixed the systemic issues identified in the Benevides case. It completely shifts the leverage. It does. Suddenly, settling cases quietly becomes much more attractive for Tesla than rolling the dice with a jury that might hand out another quarter billion dollar punishment. And you have to remember, punitive damages are not insurable in many jurisdictions. Oh, wow. I didn't realize that. Yeah. That money comes straight off the bottom line. Let's go back to Judge Bloom's specific phrasing for a second, because I want to make sure we're totally clear. She mentioned the lack of controlling law to support Tesla's request. What does she actually mean by that in this context? She means Tesla couldn't point to a statute or a binding Supreme Court or a circuit court's decision that says, if …” View more

Ridealong summary

Tesla faces a staggering $243 million liability after a judge upheld a ruling that shifts the responsibility for crashes involving Autopilot technology. This pivotal moment in February 2026 indicates a legal shift where manufacturers are held accountable for their products, even if the driver shares fault. The courts are redefining the relationship between technology and liability, signaling a new era for automakers.

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Elon Musk Podcast · Judge Upholds Tesla's $243 Million Autopilot Verdict · Feb 24, 2026

“And this is like a future that feels like a little bit like science fiction. Look, we're here in Austin. You got to do the shout out to Tesla and all the things because I like to sort of break down the physical AI stack includes not just like, oh yeah, computation, and I've got to have physical AI models, and I've got to do all the things you sort of think of. What about land development? That should be in that stack. What about chemistry? That needs to be in the stack. Manufacturing needs to be a stack. When you look at the stack, you're like, damn, Tesla's got this. They are the …” “And this is like a future that feels like a little bit like science fiction. Look, we're here in Austin. You got to do the shout out to Tesla and all the things because I like to sort of break down the physical AI stack includes not just like, oh yeah, computation, and I've got to have physical AI models, and I've got to do all the things you sort of think of. What about land development? That should be in that stack. What about chemistry? That needs to be in the stack. Manufacturing needs to be a stack. When you look at the stack, you're like, damn, Tesla's got this. They are the Google of this era, which is what I mean by that is in the 2000s, if you were doing a startup in the 2000s, the first question you would get is, why isn't Google going to kill you? Or why isn't Google just going to do it? They're not going to know that they killed you. And before that, Microsoft. And before that was Microsoft, the late 90s. Uber had …” View more

Ridealong summary

Travis Kalanick argues that Tesla is becoming the Google of the physical AI era, dominating the landscape much like tech giants did in the past. He highlights the challenges and opportunities in the self-driving space, comparing competitors like Waymo and Uber while emphasizing the urgency for innovation. This moment could signal a transformative shift in how we interact with autonomous systems.

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All-In with Chamath, Jason, Sacks & Friedberg · Travis Kalanick & Michael Dell Live from Austin, Texas · Mar 17, 2026

“… the engineer on, is he goes to fix that bottleneck. And he does that every week for every company, right? And so think about what that, this is why Tesla is smoking, is like, has been so much dramatically outperforming the rest of the auto industry is because Tesla, he's fixing the critical production bottleneck at Tesla 52 times a year himself. I can tell you what the CEO of the legacy automakers are doing. Like they're not doing that. That is not what's happening, right? And so in contrast, like a normal company, it might take six months to solve these problems. And Elon's like fixing it like …” “… maps out the production process. He literally has these monitors where he has the whole thing laid out. And then he basically says, okay, this is the issue that's holding up production this week. And that's the thing that he goes to work with the engineer on, is he goes to fix that bottleneck. And he does that every week for every company, right? And so think about what that, this is why Tesla is smoking, is like, has been so much dramatically outperforming the rest of the auto industry is because Tesla, he's fixing the critical production bottleneck at Tesla 52 times a year himself. I can tell you what the CEO of the legacy automakers are doing. Like they're not doing that. That is not what's happening, right? And so in contrast, like a normal company, it might take six months to solve these problems. And Elon's like fixing it like right now, tomorrow. Like, let's go fix it right now. And so he just like runs this loop over and over again. He's just, he's absolutely indefatigable. I offered, he famously for a while, he had sold all of his houses and he was literally cuff surfing. You know, it's one of the most successful people on the planet. And so I have a vacation house …” View more

Ridealong summary

Elon Musk tackles production bottlenecks weekly, ensuring Tesla outpaces competitors. By meticulously mapping production processes and addressing issues in real-time, he transforms the way companies operate. This relentless focus on efficiency is why Tesla thrives while traditional automakers struggle.

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The a16z Show · Marc Andreessen on the Mindset of Great Founders — with David Senra · Mar 15, 2026

“… by the end of this year. Now, you can't talk about this, of course, without also talking about what Elon is doing with his Optimus robots and Tesla. It's a very similar sort of approach. Elon has been promising humanoid robots via Optimus for years now. Tesla's approach, however, and this is a little bit different than what Rivian's doing, is Tesla saying, hey, we're going to go build general purpose humanoid robots, which is a robot that can do anything from folding laundry to working in a warehouse to pouring you a glass of water. It not a specialized specific humanoid robot that Rivian …” “… up parts, assembling components, manipulating wiring harnesses. The robots are being trained to use data from thousands of cameras already installed in Rivian's manufacturing plants. And Rivian said they'll have a large number of robots deployed already by the end of this year. Now, you can't talk about this, of course, without also talking about what Elon is doing with his Optimus robots and Tesla. It's a very similar sort of approach. Elon has been promising humanoid robots via Optimus for years now. Tesla's approach, however, and this is a little bit different than what Rivian's doing, is Tesla saying, hey, we're going to go build general purpose humanoid robots, which is a robot that can do anything from folding laundry to working in a warehouse to pouring you a glass of water. It not a specialized specific humanoid robot that Rivian Mind Robotics seems to be building instead In our opinion general purpose humanoid robots are much harder to build than those specialized ones. So I kind of like the moonshot, right? Now, to be fair, Tesla has made some real progress. They've shown optimist walking, picking up objects, even working in Tesla factories in limited demonstrations. And …” View more

Ridealong summary

Rivian has secretly spun off a robotics company, Mind Robotics, raising $500 million to build specialized AI-powered robots for its factories. Unlike Tesla's general-purpose humanoid robots, Rivian's approach focuses on efficiency in manufacturing, directly challenging the value of humanoid designs. This strategic pivot highlights a significant divergence in how these two electric vehicle giants are approaching automation.

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Rich Habits Podcast · Private Credit Crisis, IEA Unleashing 400M Barrels of Oil, & 25% Chance of a Recession · Mar 13, 2026

“… a Ford F-150 Lightning because I looked at the specs of what it could do in terms of power delivery. The size of the battery is way bigger than the Teslas ever were. The range is not a lie. Those Teslas all lie about their range. It just blew my mind. I would watch it and I would go like, I've traveled 10 miles. Well, surely the, oh, it's dropped 30 miles. All right. Well, that's fine. It said I had like a 300 mile range on my Tesla. I got 180 at best, even when I was driving like this. It's just lies. But this one, I drive 10 miles and it's like the range estimate only dropped eight. And I'm …” “probably. I never thought I'd be a truck guy. I got a Ford F-150 Lightning because I looked at the specs of what it could do in terms of power delivery. The size of the battery is way bigger than the Teslas ever were. The range is not a lie. Those Teslas all lie about their range. It just blew my mind. I would watch it and I would go like, I've traveled 10 miles. Well, surely the, oh, it's dropped 30 miles. All right. Well, that's fine. It said I had like a 300 mile range on my Tesla. I got 180 at best, even when I was driving like this. It's just lies. But this one, I drive 10 miles and it's like the range estimate only dropped eight. And I'm like, oh, thank you. Oh, thank you. Now, hold on. The Tesla wasn't lying. Someone took the road signs and spread them out further. That wasn't the Tesla's fault. It's crazy because this truck has a 240 40-volt plug in the back of it. I could run my render farm off of this truck This truck has more power than all of my backup batteries that I put in …” View more

Ridealong summary

In this segment, the host hilariously compares the power and range of his Ford F-150 Lightning to his previous Tesla, revealing the shocking truth about Tesla's range claims. The comedic twist comes when he suggests a Ford commercial featuring a nerdy guy off-roading with a render farm in the back, blending tech and humor in a way that’s both relatable and absurd.

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Distractible · Best Of The Render Farm (Compilation) · Mar 06, 2026

“… very good on a plug-in hybrid. On a plug-in hybrid! Expected pricing from £33,000. That's $42,000 or 300,000 RMB in local currency. So this, think Tesla Model S, neo 87 uh what else think oh xpeng p7 premium electric sedan really nice looking car if you want a plug-in hybrid that coming with the new blade battery very very fast charging talking of blade batteries more filings byd will launch the all-new song ultra and they're going to launch it on the 26th of march this is the dynasty lineup and the sales chief confirming on weibo social media that this SUV, this crossover, goes on sale in just …” “… a kind of a hybrid battery i will wait and see. But yeah, megawatt level flash charging on this. So that is how they haven't given us the top speed. When they say megawatt level, is it 1,000? Is it 1,500 kilowatts? I mean, either would be very, very good on a plug-in hybrid. On a plug-in hybrid! Expected pricing from £33,000. That's $42,000 or 300,000 RMB in local currency. So this, think Tesla Model S, neo 87 uh what else think oh xpeng p7 premium electric sedan really nice looking car if you want a plug-in hybrid that coming with the new blade battery very very fast charging talking of blade batteries more filings byd will launch the all-new song ultra and they're going to launch it on the 26th of march this is the dynasty lineup and the sales chief confirming on weibo social media that this SUV, this crossover, goes on sale in just 10 days' time. The model went on pre on the 5th of March on the day that BYD unveiled their Blade Battery 2 and the Song Ultra EV one of the first models to get the new battery when they launched this they did specifically mention 1 kilowatts and 9 minutes 97 charge Second-generation Blade Battery supports two CLTC range variants. They'll either …” View more

Ridealong summary

BYD's new Blade Battery technology enables megawatt-level fast charging, making their upcoming Seal 08 sedan a game-changer in the plug-in hybrid market. With a starting price of around $42,000 and impressive range options, this vehicle aims to compete with premium electric sedans like the Tesla Model S. The innovative dual-format design of the battery promises both rapid charging and higher energy density, setting a new standard in electric vehicle performance.

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EV News Daily - Technology and Business of EVs · CHINA: BYD Studies Canada Plant, Mercedes Weighs Geely Tie-Up and VW ID.Unyx 8 Production Begins | 16 Mar 2026 · Mar 16, 2026

“… times more powerful or compute processing than its predecessor. And it has way more memory. And the idea of this is that it lives on the robots that Tesla is going to be producing. So the Optimus humanoid robots and the cars itself. So it becomes like a distributed compute network and loads of cool things can prosper from that. But the D3, the Dojo 3 chip, is this space-specific AI training chip. And I think the idea here is to create a satellite constellation network where you can just kind of beam data between each satellite and train gargantuan AI models. That's the big bet that he's going to …” “… produce of each of these chips, right? So I think he's planning 20% of the chip production to be to the AI-5 chip. So the first chip that you just described. This is a cool chip because, you know, it's, I think it's, I read that it was like 40 to 50 times more powerful or compute processing than its predecessor. And it has way more memory. And the idea of this is that it lives on the robots that Tesla is going to be producing. So the Optimus humanoid robots and the cars itself. So it becomes like a distributed compute network and loads of cool things can prosper from that. But the D3, the Dojo 3 chip, is this space-specific AI training chip. And I think the idea here is to create a satellite constellation network where you can just kind of beam data between each satellite and train gargantuan AI models. That's the big bet that he's going to make. And to your point, you get basically around, I think, five times the solar energy and just in lower orbit earth there was a sexy term that you were describing before we recorded this uh the show can you tease it for us please josh sun sync baby sun synchronous orbit satellites that can orbit in a way so that they never go in the darkness …” View more

Ridealong summary

Elon Musk's TeraFab project is a strategic move to address an impending chip shortage and leverage space-based solar energy for AI advancements.

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Limitless Podcast · Elon Musk's Terafab: The Impossible Plan for a Galactic Civilization · Mar 23, 2026

“… but also does a lot of stuff that ruins the environment, like burns a place down on a pretty regular basis and stuff like that. We also like to burn Tesla dealerships and stuff, which I'm guessing no car is worse for the atmosphere than a Tesla in terms of burning that Tesla to the ground. Whatever it's unleashing heavy metals. It's all plastic and heavy metals. Lithium-ion batteries. Yeah, it's all disaster. But anyway, we thought we should burn Teslas to the ground. But there's a funny thing I forgot about. There's a coffee shop in Malibu that I go to on occasion. And I hate waste. And I will …” “… old to me. That's correct. Yeah, it's an East Coast thing. So coming down the pike must be coming down the... Comes from Turnpike. Yeah? All right. And a weird thing about California is funny, because California is environmentally super conscious, but also does a lot of stuff that ruins the environment, like burns a place down on a pretty regular basis and stuff like that. We also like to burn Tesla dealerships and stuff, which I'm guessing no car is worse for the atmosphere than a Tesla in terms of burning that Tesla to the ground. Whatever it's unleashing heavy metals. It's all plastic and heavy metals. Lithium-ion batteries. Yeah, it's all disaster. But anyway, we thought we should burn Teslas to the ground. But there's a funny thing I forgot about. There's a coffee shop in Malibu that I go to on occasion. And I hate waste. And I will get a cup of water from the coffee shop, or I have, And they give it to you in a plastic cup. And at some point I drank the cup of water but I wanted to dump some water in my canteen as I continued my journey my walk So I go back to the counter and I have the plastic cup and I say to the same guy who filled it up for me and handed it to me he's got …” View more

Ridealong summary

In this hilarious segment, Chris Howard highlights the absurdity of California's environmental policies through a personal anecdote about trying to reuse a plastic cup. The punchline hits when he points out the irony of a health code that promotes waste while the state lectures everyone on reducing plastic use. It's a perfect snapshot of California's confusing regulations that will leave you laughing and shaking your head.

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Adam Carolla Show · Bill O’Reilly on Trump’s Next Move & Why America Is at a Turning Point · Mar 25, 2026

“… sense. It's worth noting that OpenAI rival Anthropic has inked deals with consulting giants, too, including Deloitte and Accenture in recent months. Tesla's battle with the California Department of Motor Vehicles isn't over after all. You see, Tesla has filed a lawsuit against the California Department of Motor Vehicles in an attempt to overturn an agency ruling. The state DMV ruled that Tesla used deceptive marketing to overstate the automated driving capabilities of its vehicles, thereby violating state law. The lawsuit reignites an issue that appeared to be resolved last week when the DMV said …” “… makes sense and goes beyond just pitching enterprises on attaching AI to their existing workflows. Instead, this effort focuses on consultants persuading companies to change their strategies and workflows, to fold in OpenAI's tools where it makes sense. It's worth noting that OpenAI rival Anthropic has inked deals with consulting giants, too, including Deloitte and Accenture in recent months. Tesla's battle with the California Department of Motor Vehicles isn't over after all. You see, Tesla has filed a lawsuit against the California Department of Motor Vehicles in an attempt to overturn an agency ruling. The state DMV ruled that Tesla used deceptive marketing to overstate the automated driving capabilities of its vehicles, thereby violating state law. The lawsuit reignites an issue that appeared to be resolved last week when the DMV said it would not suspend Tesla's sales and manufacturing licenses for 30 days. This was because the EV maker complied with the ruling and stopped using the term autopilot in its California marketing materials. CNBC was first to report the lawsuit. Now, the DMV could have taken action against Tesla, but it chose not to even though an administrative law …” View more

Ridealong summary

OpenAI is launching the Frontier Alliances, partnering with four major consulting firms to drive enterprise adoption of AI by 2026. This strategy aims to reshape how businesses integrate AI, moving beyond mere implementation to a complete workflow transformation. Meanwhile, Tesla is embroiled in a lawsuit against California's DMV over claims of deceptive marketing regarding its autopilot features, reigniting debates over its driving capabilities.

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TechCrunch Daily Crunch · Uber wants to be a Swiss Army Knife for robotaxis · Feb 24, 2026

“… well, again, we're in a company called Daylight Energy, for example, that does energy trading, you know, but the among like different people with Tesla Powerwalls, but it'll use AI to figure out like who's low on power and who needs power and so forth. But then the exchange will be in crypto. So I think there are, you know, they're certainly adjacent and important to each other. And I think for AI to fulfill its potential, like it would help a lot if, you know, if there was if crypto was a pervasive utility for it. You know, related to that, Alex gave some brilliant advice to one of our …” “… in AI. But I think that, you know, a lot of our new like, like we invested in a crypto bank, which handles all the anti-money laundering and, you know, other kinds of nuances that you need for AI agents. And I think there's going to be more and more, well, again, we're in a company called Daylight Energy, for example, that does energy trading, you know, but the among like different people with Tesla Powerwalls, but it'll use AI to figure out like who's low on power and who needs power and so forth. But then the exchange will be in crypto. So I think there are, you know, they're certainly adjacent and important to each other. And I think for AI to fulfill its potential, like it would help a lot if, you know, if there was if crypto was a pervasive utility for it. You know, related to that, Alex gave some brilliant advice to one of our companies about how to think about time, because, you know, all of our intuition is on human time. And AI doesn't care a whit about human time. It's going to start acting faster and faster and faster and faster. But all of our payment infrastructure, all of our insurance infrastructure, all of our it doesn't, you know, it works on days and weeks …” View more

Ridealong summary

Entrepreneurs today can secure $500 million funding for AI projects that were once deemed impossible. This shift is fueled by the unique combination of AI innovation and cryptocurrency, which offers a new financial ecosystem for AI agents. As traditional banking fails to accommodate these digital entities, crypto emerges as their lifeline, enabling a new economic landscape.

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The a16z Show · Ben Horowitz: RSI, Crypto as AI Money, & Classified Physics · Feb 23, 2026

“… Since 2021 T predicts EVs will reach price parity overall with combustion in all segments Large and premium EVs have already hit price parity Now, Tesla has won an electricity supply contract or license, I should say, not a contract, a license with Ofgem. That's our regulator for the energy market. It now means Tesla Energy Ventures are licensed to sell electricity to retail and businesses in England, Scotland and Wales as of now. the approval ends a six-year push by tesla to become a full service energy provider in other words they'll send you the bill and you'll pay your money to mr musk …” “… cars versus 2019 levels. And the T&E organization expects those targets to drive further competitive EV pricing. By next year, sales of affordable and mass market EVs will overtake large and premium vehicles, marking the first time this has happened. Since 2021 T predicts EVs will reach price parity overall with combustion in all segments Large and premium EVs have already hit price parity Now, Tesla has won an electricity supply contract or license, I should say, not a contract, a license with Ofgem. That's our regulator for the energy market. It now means Tesla Energy Ventures are licensed to sell electricity to retail and businesses in England, Scotland and Wales as of now. the approval ends a six-year push by tesla to become a full service energy provider in other words they'll send you the bill and you'll pay your money to mr musk because we're a small island we have one national grid here in the uk and uh at least in great britain we're a small island and so you can uh sell electricity by sitting on top of our one grid it's not quite so simple but it's It's kind of like that. So Tesla have wanted to become an energy retailer, much like any other company that sells you energy, …” View more

Ridealong summary

Tesla has secured a license to sell electricity in the UK, marking a significant step in its ambition to become a full-service energy provider. Despite facing public backlash with over 8,400 objections linked to Elon Musk's political activities, there are no regulations preventing Tesla from operating in this market. This move could reshape the energy landscape, but it comes with a hefty dose of controversy.

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EV News Daily - Technology and Business of EVs · DAILY: BMW i3 Debut, EV Prices Fall As Rules Tighten and Tesla Wins Power Licence | 16 Mar 2026 · Mar 17, 2026

“… much more open to pursuing this kind of relationship in this moment versus when the Israelis reached out? There's sort of the cyclical nature of Tesla's business. Again, 2012 was an almost going bankrupt year. 2013 was, you know, solve that, you know, and then you're doing good sort of into 2014. By 2015, things are getting challenging again, right? You've had to make these big investments in growth. Again, the quality problems are persisting. The Model S is doing okay, but the Model X is really struggling to get to market. When Bin Suleim's interest in Tesla, too, it starts with the Model X. …” “So what do we make of that relationship and why Musk seems much more open to pursuing this kind of relationship in this moment versus when the Israelis reached out? There's sort of the cyclical nature of Tesla's business. Again, 2012 was an almost going bankrupt year. 2013 was, you know, solve that, you know, and then you're doing good sort of into 2014. By 2015, things are getting challenging again, right? You've had to make these big investments in growth. Again, the quality problems are persisting. The Model S is doing okay, but the Model X is really struggling to get to market. When Bin Suleim's interest in Tesla, too, it starts with the Model X. He just wants to get a Model X. And Bin Suleim and FZ were very close and had been for quite some time. The background there is really Dubai had a series of distressed debt moments as well. And again, this hints at maybe why Elon, what the business relationship was, is that when you are a profligate overspender, as both Elon and the guy who ran …” View more

Ridealong summary

Elon Musk's relationship with Jeffrey Epstein sheds light on the unconventional ways Tesla navigated its business challenges. As Tesla struggled with production and quality issues, Epstein served as a connector for wealthy investors, illustrating how powerful figures often rely on each other to sustain their ventures, even amidst financial turmoil. This dynamic raises questions about the integrity of business relationships in the luxury car market.

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Tech Won't Save Us · Elon Musk and Jeffrey Epstein w/ Ed Niedermeyer · Mar 19, 2026

“… real estate is part of your tech stack That's just what it's going to be. People don't think about it like that, but it's true. Of course, Tesla just crushes. If you look at this list of things, you're just like, they got it all. So good. But there's just so much to do. Yeah. Yeah. You know what I mean? We can see all the things we can see all the things Tesla's doing. It's cool. I'm like, there's a million. I can still help you mine. Yeah. I can still I can still get some food to to some peeps. You know what I mean? So you get the idea. Is that is that is that really when you're …” “… I think once you are in physical AI you should basically understand that manufacturing is part of your tech stack Like it just is And by the way energy is part of your tech stack It just is And by the way energy is part of your tech stack Land development real estate is part of your tech stack That's just what it's going to be. People don't think about it like that, but it's true. Of course, Tesla just crushes. If you look at this list of things, you're just like, they got it all. So good. But there's just so much to do. Yeah. Yeah. You know what I mean? We can see all the things we can see all the things Tesla's doing. It's cool. I'm like, there's a million. I can still help you mine. Yeah. I can still I can still get some food to to some peeps. You know what I mean? So you get the idea. Is that is that is that really when you're pitching investors around Adams in this new vision? Is it basically like there's a lot of jobs to do in the world? We're going to do it with physical A.I. and you're basically betting on applying my general ethos to all these categories over time? No, you've got to be able to pick your spots. If you are too broad, people are like, dude, what's wrong with …” View more

Ridealong summary

In the evolving landscape of physical AI, success hinges on knowing your niche. Entrepreneurs must navigate a competitive ecosystem dominated by giants like Tesla while identifying their unique strengths. By understanding their place and collaborating with others, they can carve out opportunities in this expansive market.

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TBPN · Travis Kalanick Joins, Spotify CEO, Nikesh from Palo Alto Networks, xAI Rebuild, Apple Faces Slop Allegations · Mar 13, 2026

“Let's shift gears and talk about Tesla. Tesla's China-made EV sales jumped over 35% in the first two months of 2026 to about 128,000 vehicles. Meanwhile, Tesla's biggest rival BYD saw deliveries drop 36% over that same time period. Now, to be clear, BYD is still absolutely dominating the market. They sold about 393,000 vehicles in January and February, which is three times as many as Tesla. So Tesla probably isn't catching up to BYD anytime soon, but the rebound in Tesla sales …” “Let's shift gears and talk about Tesla. Tesla's China-made EV sales jumped over 35% in the first two months of 2026 to about 128,000 vehicles. Meanwhile, Tesla's biggest rival BYD saw deliveries drop 36% over that same time period. Now, to be clear, BYD is still absolutely dominating the market. They sold about 393,000 vehicles in January and February, which is three times as many as Tesla. So Tesla probably isn't catching up to BYD anytime soon, but the rebound in Tesla sales numbers in China is encouraging. And Tesla is also finding some success in Europe as well. Reuters reported last week that Tesla's new registrations for EVs jumped across a handful of markets in February. That's notable because Tesla's European sales have declined for two straight years as cheaper Chinese EV brands flood the market. So, you know, signs …” View more

Ridealong summary

Tesla's sales in China surged over 35% in early 2026, contrasting with a 36% drop for rival BYD. While Tesla remains behind in overall market share, this rebound indicates potential stabilization in Europe, which is crucial for investor confidence. Despite a rocky start to the year, Tesla's stock has increased by 60% over the past 12 months.

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The Rundown · Adobe’s CEO Steps Down, Oil Tops $100 · Mar 13, 2026

“… is is that they years ahead when it comes to chips But when it comes to physical AI The two best plays in physical AI are going to be NVIDIA and Tesla in terms of the two best physical AI plays I mean cars, humanoid robots, both. What do you think? Look, I think when it comes to autonomous, and Jensen talked about this when we were there at CES, they are looking to go after what's going to be a trillion-dollar market opportunity. Now, I continue to think Tesla is going to be the ultimate winner when it comes to autonomous. But for NVIDIA, the chips are ultimately going to be fueled by NVIDIA. …” “… they'll talk about more GTC next week, but but it's our view in video Look, there's only one godfather of AI. It's Jensen and video They're now gonna own more and more of that end-to-end platform. I think look that's the smartest move and The reality is is that they years ahead when it comes to chips But when it comes to physical AI The two best plays in physical AI are going to be NVIDIA and Tesla in terms of the two best physical AI plays I mean cars, humanoid robots, both. What do you think? Look, I think when it comes to autonomous, and Jensen talked about this when we were there at CES, they are looking to go after what's going to be a trillion-dollar market opportunity. Now, I continue to think Tesla is going to be the ultimate winner when it comes to autonomous. But for NVIDIA, the chips are ultimately going to be fueled by NVIDIA. Everyone's trying to play catch-up. Every OEM is going to need an autonomy stack. They're going to need the self-driving capability in some degree. Even if people are just driving the car on the weekend for fun, they're still going to want to be able to throw it into autonomous mode to get home at the end of the day. An eight-year-old today …” View more

Ridealong summary

Nvidia is positioned as a leader in the AI revolution, with its chips being crucial for the future of autonomous technology and physical AI, alongside Tesla.

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TBPN · Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey · Mar 12, 2026

“… name is Ethan McKenna. and he he's actually got it he got a uh a nice robo taxi internship that he announced on x the other day so he'll be joining tesla but uh we we work with him and he's kind of producing the i would say industry tracker for all of what's going on so you can see how many tesla robo taxis are out there amongst austin and sf bay area you can see waymo growth you can see the the ODDs, as we talked about earlier, the, the geo-fenced, uh, service areas, everything you want to know about the industry on autonomous ride hailing is pretty much on that website. Or, or if you want, you …” “… early days on the commerce side The ride hailing side is of course quite mature I mean, you can get those numbers. As you said, there's also something called RobotaxiTracker.com, which is run by a really sharp kid out of UT, Austin. And his name is Ethan McKenna. and he he's actually got it he got a uh a nice robo taxi internship that he announced on x the other day so he'll be joining tesla but uh we we work with him and he's kind of producing the i would say industry tracker for all of what's going on so you can see how many tesla robo taxis are out there amongst austin and sf bay area you can see waymo growth you can see the the ODDs, as we talked about earlier, the, the geo-fenced, uh, service areas, everything you want to know about the industry on autonomous ride hailing is pretty much on that website. Or, or if you want, you can go look and see what everyone's betting on. Yeah. I'm trying, I'm tracking this cause, uh, I would like to see the Waymo Tesla competition be as, as, as hardcore as possible. Cause that'll lead to lower prices, faster out, you know, rollout and so forth. But people are really bummed out about like the chances of Tesla actually expanding into …” View more

Ridealong summary

Tesla's anticipated rollout of its Robotaxi technology is facing delays, leaving many surprised and disappointed. The executive team understands the gravity of introducing a transformative technology and is prioritizing careful testing over speed. This cautious approach may be frustrating for consumers, but it reflects the challenges of deploying such powerful innovations responsibly.

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This Week in Startups · The Global Expansion of Self-Driving Vehicles · Mar 11, 2026

“… time. And, well, really, really impressive. And this in a $25,000 vehicle. out-specifying Elite Motor C11 and using more advanced software than a Tesla Model Y and landing at significantly lower price points. It's really impressive.” “… have done it, but all the ADAS systems that we've seen would have been just freaked out. And it found its point perfectly, and it whipped across one lane first, then the next lane. It made the exit. It was very assertive, but very safe at the same time. And, well, really, really impressive. And this in a $25,000 vehicle. out-specifying Elite Motor C11 and using more advanced software than a Tesla Model Y and landing at significantly lower price points. It's really impressive.” View more

Ridealong summary

A remarkable $25,000 vehicle navigated complex construction zones with ease, outperforming Tesla's Model Y and Elite Motor C11 in both technology and performance. Utilizing advanced H5 ADS 4.0 technology, it executed assertive lane changes safely, showcasing capabilities that leave traditional ADAS systems behind. This breakthrough highlights the potential of affordable vehicles in the autonomous driving landscape.

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EV News Daily - Technology and Business of EVs · CHINA: NIO Defends Battery Swapping, Denza Z9GT Show Cars Arrive and Zeekr Hit By Chip Costs | 11 Mar 2026 · Mar 11, 2026

“… of this. Karma, yeah, they have open source driving. They've done a fun hackathon on it. He and I had a talk. Because what I really want is a Tesla. With Tesla-level self-driving. Yeah. but as a smart car, like a two-seater. That's basically a wheelchair with a roof. I don't think they make them in New Orleans. The demand has been there. They don't make smart cars? No. They've been like this for like five years. Really? Yeah. They were a different manufacturer. I thought it was one of those things where we'll see someone buy the brand and it'll be revived. I would buy it. Like a private …” “… to automate their driving Let me over a weekend We do have an autonomy track at World Fair Waymo was there. Yeah. NVIDIA did send people those for Goot. Because he didn't have the driving thing yet. Yeah. Yeah, that's cool. I think Karma also has a version of this. Karma, yeah, they have open source driving. They've done a fun hackathon on it. He and I had a talk. Because what I really want is a Tesla. With Tesla-level self-driving. Yeah. but as a smart car, like a two-seater. That's basically a wheelchair with a roof. I don't think they make them in New Orleans. The demand has been there. They don't make smart cars? No. They've been like this for like five years. Really? Yeah. They were a different manufacturer. I thought it was one of those things where we'll see someone buy the brand and it'll be revived. I would buy it. Like a private Uber. Go. Someone hears this, go buy your car. That's crazy. Because they're like, I think my friend Bruce says a Mercedes. And they're saying you're used to make them. Yeah. I don't know. I feel like they own the brand. And you're out. That's actually. Your dream might come true. Enough. Okay. We're time to eat. That's not a fire. And every time I …” View more

Ridealong summary

Imagine transforming an old car into a driverless vehicle over a weekend hackathon! In a lively conversation, tech enthusiasts brainstorm how to utilize NVIDIA's open-source autonomous driving model to create a smart car that fits the unique parking challenges of San Francisco. This ambitious project highlights the innovative spirit of the AI community and the potential for collaboration in tech.

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Latent Space: The AI Engineer Podcast · NVIDIA's AI Engineers: Agent Inference at Planetary Scale and "Speed of Light" — Nader Khalil (Brev), Kyle Kranen (Dynamo) · Mar 10, 2026

“… here, so prices are coming down, not crazy cheap here. You can get them for maybe £25,000. I really like the Seel as a Polestar 2 competitor, as a Tesla Model 3 competitor. But even then, I think the earliest ones on a 74 plate. So still feeling very very new and not really cheap Then you get into the plug hybrids like the BYD Seal 6 and the estate version of that car as well which looks like an MG5 estate But it's a plug-in hybrid with a small 10-kilowatt-hour battery pack. Then there's the Sea Lion 5. That's a family midsize SUV. That's got a bigger battery, 12.9, 13, 13-kilowatt-hour pack in …” “… EV maker. And also, just the car feels a lot more together than a Dacia Spring or a Leap Motor, and it's the same price. That's the Dolphin Surf. Then you've got the Seal. That's all electric, 82.5 kilowatt-hour pack. Again, been out a long time here, so prices are coming down, not crazy cheap here. You can get them for maybe £25,000. I really like the Seel as a Polestar 2 competitor, as a Tesla Model 3 competitor. But even then, I think the earliest ones on a 74 plate. So still feeling very very new and not really cheap Then you get into the plug hybrids like the BYD Seal 6 and the estate version of that car as well which looks like an MG5 estate But it's a plug-in hybrid with a small 10-kilowatt-hour battery pack. Then there's the Sea Lion 5. That's a family midsize SUV. That's got a bigger battery, 12.9, 13, 13-kilowatt-hour pack in that. And it's a much more of a reasonable-sized family hauler, like an MG ZS-sized vehicle is the Sea Lion 5. Then there's the Sea Lion 7, which is the all-electric kind of equivalent, but newer. And again, even though it's only newer by a couple of years, I think the interior of the Sea Lion 7, big battery as well, 82.5 kilowatt-hour pack on …” View more

Ridealong summary

BYD now offers nine electric vehicles in the UK, catering to various budgets and preferences. From the affordable Dolphin Surf at £12,000 to the premium Seal competing with Tesla, BYD's diverse lineup is reshaping the EV landscape. This extensive choice is driving up sales as consumers discover the quality and technology behind these vehicles.

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EV News Daily - Technology and Business of EVs · DAILY: VW ID.Golf, Price Parity For EV Vans and 400-Stall Tesla Supercharger | 07 Mar 2026 · Mar 08, 2026

“… Lucid also offered a $7,500 lease credit for the Gravity SUV. After a previous expiration date, a conquest scheme, they were specifically targeting Tesla Rivian and Polestar owners. Europe has not helped. Lucid registered 18 vehicles in January and just five in February. Now we'll take a break. We'll come back and we'll talk Volkswagen stuff. It's very interesting. Suing Scout and the new Lotus Electra X. Stick around. Back in a mo. Welcome back to the podcast. Now, so my continued sore throat and illness, by the way, occupational hazard of having two small children is constantly being ill, …” “… to employees and family, in February they sold 900 air sedans and 600 Gravities in the U.S. Gravity sales rising tenfold though The air starts at 80K Gravity starts at 95 US dollars That for the Grand Touring trim and 80 for the Touring variant Lucid also offered a $7,500 lease credit for the Gravity SUV. After a previous expiration date, a conquest scheme, they were specifically targeting Tesla Rivian and Polestar owners. Europe has not helped. Lucid registered 18 vehicles in January and just five in February. Now we'll take a break. We'll come back and we'll talk Volkswagen stuff. It's very interesting. Suing Scout and the new Lotus Electra X. Stick around. Back in a mo. Welcome back to the podcast. Now, so my continued sore throat and illness, by the way, occupational hazard of having two small children is constantly being ill, sniffy, cold, sore throat, flu, that kind of thing. And so, hey, I'm sorry about that. If it's not fun to listen to a podcaster with a croaky throat, I'm very sorry. All right, let's carry on. Volkswagen Group has delivered its four millionth battery electric vehicle. The milestone came just days after the Volkswagen brand hit two million. The group …” View more

Ridealong summary

Volkswagen Group just delivered its four millionth battery electric vehicle, achieving this milestone in record time. This rapid growth follows a decade of gradual sales, showcasing the company's strategic expansion across multiple markets, particularly in Europe. Meanwhile, Lucid Motors is experiencing a sales surge thanks to its new SUV, the Gravity, which has nearly doubled monthly sales figures in the U.S.

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EV News Daily - Technology and Business of EVs · DAILY: BMW i3 Saloon, Tesla UK Drops 37% and EVgo Hits 5,000 Stalls | 06 Mar 2026 · Mar 07, 2026

“their manufacturing report. And yet the annual capacity, according to Tesla's investor relations, is 375,000. And so that would put the utilization rate at 56%, according to official data. The factory only makes the Model Y. That dependence looks less comfortable as demand now cools off for Tesla. DataForce says the European Model Y sales were 151,000 last year, down from 210,000 in 2024. Now, Berlin supplies Canada, Turkey, and parts of the Middle East, including Israel. But those volumes don't make up for the …” “their manufacturing report. And yet the annual capacity, according to Tesla's investor relations, is 375,000. And so that would put the utilization rate at 56%, according to official data. The factory only makes the Model Y. That dependence looks less comfortable as demand now cools off for Tesla. DataForce says the European Model Y sales were 151,000 last year, down from 210,000 in 2024. Now, Berlin supplies Canada, Turkey, and parts of the Middle East, including Israel. But those volumes don't make up for the quarter-plus drop in European deliveries. And rivals aren't waiting. BYD sold more EVs in Europe than Tesla in January 2026. and rivals refresh their crossovers far faster than Tesla, even after they introduced the standard Model Y. And the Model Y still leads some of the European BEV charts, but Tesla's EV share has halved over the last two years. …” View more

Ridealong summary

Tesla's Berlin Gigafactory struggles with a 56% utilization rate, as demand for the Model Y drops and competition heats up. Amidst labor disputes with the IG Metall union, CEO Elon Musk warns that external influences could hinder the factory's potential to become Europe's largest. This situation highlights the challenges Tesla faces in balancing production efficiency and labor relations in Germany.

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EV News Daily - Technology and Business of EVs · DAILY: BMW EV Models Leak, Tesla Berlin Running at 40% and Local Batteries Lower Costs | 02 Mar 2026 · Mar 03, 2026

“… but every business is different. I'm going to come in here on team Mike. So we've really been able to leverage the supply chains from companies like Tesla, right, and Apple and Archer, where you have actually mature commercial technologies around these core components, around batteries and power electronics. What nobody has done is kind of gone and done that forward to plate engineering. And so Aaron Price-Wright, who led our round, I think in her post said, we should actually call Adam the chief forward deployed engineer. That's really what I've been doing over the past year. And it's that …” “… great to verticalize, but there's some businesses that you can just buy a lot of components off the shelf and make a great product, prove that people want it, and then do it later. A lot of people, I would say most people were disagreeing with that, but every business is different. I'm going to come in here on team Mike. So we've really been able to leverage the supply chains from companies like Tesla, right, and Apple and Archer, where you have actually mature commercial technologies around these core components, around batteries and power electronics. What nobody has done is kind of gone and done that forward to plate engineering. And so Aaron Price-Wright, who led our round, I think in her post said, we should actually call Adam the chief forward deployed engineer. That's really what I've been doing over the past year. And it's that forward deployed engineering model that kind of maps to what Palantir and Anduril did as well. So Palantir didn't invent cloud compute, right, our big data models, right? That was tens of billions of dollars of investment from Silicon Valley companies, and then through good go-to-market, good forward deployed engineering, brought that into the …” View more

Ridealong summary

The Ratepayer Protection Pledge is a good start but won't quell fears about data centers, as concerns about rising electricity bills and job displacement persist.

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TBPN · Happy Nvidia Day, Salesforce Earnings with Marc Benioff, Anthropic's New Stance on Safety | Doug O'Laughlin, Maxwell Meyer, Ben Lerer, Michael Manapat, Adam Warmoth, Connor Sweeney, Matthew Harpe · Feb 25, 2026

“… a hard time with it. Look at the fatal crash verdict from late last year. The $243 million verdict. Yes. This is a crucial piece of context for why Tesla is fighting the DMV so hard right now. Right. So in that specific case, the driver was on the highway and dropped his phone. Correct. He was driving, dropped his phone and scrambled to pick it up. And he testified that he relied on the enhanced autopilot system to brake for an obstacle while he was looking down. And it didn't brake. It didn't. And the jury held Tesla partly liable for the crash. They looked at the situation and decided that, …” “… by the face of the company contradicts that manual, a jury is going to have a really hard time accepting that no reasonable person was confused. Because the CEO was acting like it was fully autonomous. Exactly. And juries are already having a hard time with it. Look at the fatal crash verdict from late last year. The $243 million verdict. Yes. This is a crucial piece of context for why Tesla is fighting the DMV so hard right now. Right. So in that specific case, the driver was on the highway and dropped his phone. Correct. He was driving, dropped his phone and scrambled to pick it up. And he testified that he relied on the enhanced autopilot system to brake for an obstacle while he was looking down. And it didn't brake. It didn't. And the jury held Tesla partly liable for the crash. They looked at the situation and decided that, yes, the driver was distracted, but the company bears responsibility for creating an expectation of SACI that just didn't exist. Which feels like a direct refutation of what Tesla is arguing in this new lawsuit. Tesla is saying it's impossible to be confused and a jury literally just said this driver was confused and it is partly your fault. Exactly. …” View more

Ridealong summary

Tesla's future hinges on proving their self-driving technology is reliable, especially as they prepare to launch the CyberCab—an autonomous vehicle with no steering wheel. Recent legal challenges, including a significant verdict against them for false advertising, threaten to undermine public trust and complicate their efforts to gain regulatory approval. If they can't clear their name, the financial and reputational fallout could be catastrophic as they pivot to a market reliant on consumer confidence in full autonomy.

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Elon Musk Podcast · Tesla's Autonomy Reputation Defense · Feb 25, 2026

“… every week, which would be really exciting for me and for the lightning round of the podcast. What's your last one? My last one is very simple. Tesla has updated its RoboTaxi crash figures in Austin. Electric ran the numbers. They've added five more in a month. The RoboTaxis are now 4x worse drivers than humans. It's bad. 14 incidents since the service launched in June 2025. They quietly added one more crash that led to someone being in the hospital, which is very bad. Also, the taxis don't work in the rain because Tesla is entirely vision-based. It's going to happen, you guys. Everyone in …” “answer to that question that we should come back to another time. But anyway, that's my update and suggest that maybe next week we will have a more concrete update that might stop changing every week, which would be really exciting for me and for the lightning round of the podcast. What's your last one? My last one is very simple. Tesla has updated its RoboTaxi crash figures in Austin. Electric ran the numbers. They've added five more in a month. The RoboTaxis are now 4x worse drivers than humans. It's bad. 14 incidents since the service launched in June 2025. They quietly added one more crash that led to someone being in the hospital, which is very bad. Also, the taxis don't work in the rain because Tesla is entirely vision-based. It's going to happen, you guys. Everyone in America is going to have a self-driving Model 3 tomorrow. So you know what's fascinating about this to me is I think a piece of the self-driving debate I have always struggled with but always sort of found really fascinating is this idea of like, okay, it is demonstrably true in most cases that these things are better drivers than humans. No, it's …” View more

Ridealong summary

Tesla's RoboTaxis have been reported to crash four times more often than human drivers, with 14 incidents since launching in June 2025. This shocking data raises questions about the safety and viability of Tesla's self-driving technology, especially as they struggle in adverse weather conditions. The contrast with Waymo's proven safety record highlights the challenges Tesla faces in the race for autonomous vehicles.

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The Vergecast · The speech police came for Colbert · Feb 19, 2026

“… my religious life, I was getting more and more interested in understanding what these numbers would mean. So I've done everything from read Nikola Tesla's obsession, because the numbers were 3, 6, 9, 12, 18, 27, and 40. So they're cubes. So first you get 747. First, I get 747. Then these cubes kind of are circling in the smoke, they were cubes. And the cubes were these numbers 3, 6, well, the three and the six were one cube, but they kept spinning. So it could be three or six or nine or both, right? Because they turn, right? I would never realize that if I hadn't seen it, you know, is that it …” “… is one of the reasons I wrote the book, I don't know. But my, I think it has to be a divine number has to be something related to what I later became, which was a watchman for terrorism. And, you know, these kinds of things in my professional life, in my religious life, I was getting more and more interested in understanding what these numbers would mean. So I've done everything from read Nikola Tesla's obsession, because the numbers were 3, 6, 9, 12, 18, 27, and 40. So they're cubes. So first you get 747. First, I get 747. Then these cubes kind of are circling in the smoke, they were cubes. And the cubes were these numbers 3, 6, well, the three and the six were one cube, but they kept spinning. So it could be three or six or nine or both, right? Because they turn, right? I would never realize that if I hadn't seen it, you know, is that it sounds silly, because of course they could, but it was not a, and then the rest of the, well, all of course, except for 40, a variation or a multiple of three, three cubes, 27, you know, 3, 9, 12, 12 tribes, 40 days and 49. I started to ascribe what had to be religious meanings to the numbers. But I didn't understand why I was receiving them. Like, …” View more

Ridealong summary

The invasion of Iraq was based on flawed intelligence that falsely claimed Saddam Hussein had weapons of mass destruction, leading to a disastrous outcome. This decision not only wasted lives and resources but also created a power vacuum that allowed ISIS to flourish. The real shock was not just the mistake of invasion but the complete lack of understanding of the complexities on the ground.

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American Alchemy with Jesse Michels · CIA Chief: "I Know How to Time Travel!" · Feb 14, 2026

“… So is there a world in which none of this actually matters because you know what? We've got Optimus robots and we've got the fleet of self-driving Teslas. And that's really what the future is. That's what the stock price is based on. Yeah, I mean, it might not. And again, like I think Musk is first and foremost, an excellent marketer and an excellent storyteller. And so if the story he's telling now is that we're not a car company, we're a robot company and people buy that, then like, sure. But I think the point that we're making is that a lot of these people aren't necessarily Tesla car fans …” “… is saying we're not even really a car company anymore, right? Like we are a humanoid robot company. Oh, and a robo-taxi company. Sorry. I always forget the robo-taxi part, even though that's the part that's actually the closer to being real. Right. So is there a world in which none of this actually matters because you know what? We've got Optimus robots and we've got the fleet of self-driving Teslas. And that's really what the future is. That's what the stock price is based on. Yeah, I mean, it might not. And again, like I think Musk is first and foremost, an excellent marketer and an excellent storyteller. And so if the story he's telling now is that we're not a car company, we're a robot company and people buy that, then like, sure. But I think the point that we're making is that a lot of these people aren't necessarily Tesla car fans in a vacuum. They're Elon Musk fans. And he happens to make this vehicle. And so then they choose the vehicle as the thing that they're going to be obsessed with and pump and talk about on X all the time. Maybe that transfers. But I think if his popularity among the fan base is waning, if he is doing things to ostracize his own community, then I …” View more

Ridealong summary

Tesla fans are increasingly distancing themselves from the brand as Elon Musk's controversial actions overshadow their loyalty. Many Tesla owners are now expressing embarrassment, with some even sporting bumper stickers indicating they bought their cars before Musk's political involvement. This shift raises questions about whether Tesla's identity as a car company can survive amidst Musk's evolving narrative as a robot and robo-taxi visionary.

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Uncanny Valley | WIRED · Nvidia’s “Super Bowl of AI”; Tesla Disappoints Fans; Meta’s VR Metaverse Is Over · Mar 19, 2026

“… you doing But it like let not engage right Let not engage me and dr You we still talk and move really So yeah we still the way I ended up doing the Tesla Tech conference and And and Did you link up with the Space Force commander or did you guys No, no, no, no. You know who I'm talking about. Yeah, but no, no, no. This is Tesla Tech, the actual Tesla guy, not Elon Musk or anything like that, not associated with that. But it introduced the understanding that our universe must be finite in order for us to have conservation of energy laws, which completely destroys all of their foundations because …” “… to try and ignore it as much as they can so my goal is still this life safe you ever sit down Brian Keating or no, did you guys know Brian? You know, they all get away and then if I call Eric Weinstein, he does the same thing. Oh, hey Terrence How you doing But it like let not engage right Let not engage me and dr You we still talk and move really So yeah we still the way I ended up doing the Tesla Tech conference and And and Did you link up with the Space Force commander or did you guys No, no, no, no. You know who I'm talking about. Yeah, but no, no, no. This is Tesla Tech, the actual Tesla guy, not Elon Musk or anything like that, not associated with that. But it introduced the understanding that our universe must be finite in order for us to have conservation of energy laws, which completely destroys all of their foundations because most of their constants are based on the assumption of infinity, of an infinite space. But in an infinite domain, to spread a minute amount or a conserved amount of energy across an infinite domain, you break conservation of energy laws. The universe has to be bounded in order to have recursion or to have the echo. It's got to hit a wall in order …” View more

Ridealong summary

The U.S. dollar is rapidly losing value, with a 9% decline in purchasing power over the past year, as countries move away from dollar dependency. This shift is exacerbated by geopolitical tensions, with Canada seeking alliances to counteract U.S. tariffs. As 25 countries join BRICS, the implications for global finance are profound and potentially life-altering.

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PBD Podcast · Terrence Howard UNCENSORED | PBD #753 · Mar 05, 2026

“… real estate is part of your tech stack. That's just what it's going to be. People don't think about it like that, but it's true. Of course, Tesla just crushes. If you look at this list of things, you're just like, they got it all. So good. But there's just so much to do. You know what I mean? We can see all the things Tesla's doing. That's cool. I'm like, I can still help you mine. I can still get some food to some peeps. You know what I mean? So you get the idea. Is that really when you're pitching investors around Adams in this new vision, is it basically like there's a lot of jobs to …” “… Are you happy to be kind of the transport rails? Look, I think once you are in physical AI, you should basically understand that manufacturing is part of your tech stack. It just is. And by the way, energy is part of your tech stack. Land development, real estate is part of your tech stack. That's just what it's going to be. People don't think about it like that, but it's true. Of course, Tesla just crushes. If you look at this list of things, you're just like, they got it all. So good. But there's just so much to do. You know what I mean? We can see all the things Tesla's doing. That's cool. I'm like, I can still help you mine. I can still get some food to some peeps. You know what I mean? So you get the idea. Is that really when you're pitching investors around Adams in this new vision, is it basically like there's a lot of jobs to do in the world? We're going to do it with physical AI. And you're basically betting on applying my general ethos to all these categories over time. You've got to be able to pick your spots. If you are too broad, people are like, dude, what's wrong with you? Now, you know, I think every entrepreneur always gets that. like, you know, I joke around …” View more

Ridealong summary

Identifying your niche in the world of physical AI is crucial for entrepreneurs. The speaker shares insights from their experience in tech, emphasizing the importance of self-awareness and strategic positioning in a competitive landscape dominated by giants like Tesla. This approach can help startups thrive amidst established incumbents.

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TBPN · Uber Founder Travis Kalanick is Back with a New AI Startup · Mar 13, 2026

“… and V12s over here, baby. We're going back. We're going back. No, this is serious. Bad timing for all of this. Bad timing for our desires to get the Tesla Roadster to have a naturally aspirated V12. Maybe good timing. Given energy prices. Yeah, it's rough. Anyway, Robin Zhang of Cattle, C-A-T-L, can't build a factory in America, but Tesla, Ford, and GM rely on its technology. Inside a headquarters that's shaped like a giant battery cell, you've got to give it to them. That's design. That's what we need to be seeing from our tech leaders. Apple did it well with the UFO campus. I want to see more …” “let's uh let's go over to the chinese billionaire who says america's ev market is doomed without him Not a problem because we're building V8s and V12s over here, baby. We're going back. We're going back. No, this is serious. Bad timing for all of this. Bad timing for our desires to get the Tesla Roadster to have a naturally aspirated V12. Maybe good timing. Given energy prices. Yeah, it's rough. Anyway, Robin Zhang of Cattle, C-A-T-L, can't build a factory in America, but Tesla, Ford, and GM rely on its technology. Inside a headquarters that's shaped like a giant battery cell, you've got to give it to them. That's design. That's what we need to be seeing from our tech leaders. Apple did it well with the UFO campus. I want to see more headquarters that are shaped like the product that you sell. The billionaire who runs the world's largest battery company” View more

Ridealong summary

A Chinese billionaire claims that America's electric vehicle market is in trouble without his company's involvement. Despite this, American giants like Tesla, Ford, and GM heavily rely on his technology while he struggles to build a factory in the U.S. This situation highlights the challenges and dependencies in the evolving EV landscape.

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TBPN · Hill & Valley Gigastream, Apple's Next CEO, OpenAI's Non-Profit | Scott Nolan, Sarah Guo, Casey Handmer, Shaun Maguire, Delian Asparouhov, Zach Dell, Ryan Petersen, and Chase Lochmiller · Mar 24, 2026

“… you know there two types of magnets there one that the type that you put on your fridge which is a permanent magnet And those max out at about two Tesla You can get you know really really strong permanent magnets that max out around two Tesla So if you want a stronger magnet than that, you have to use something called an electromagnet, which is if you ever, like, remember from, like, high school, you wrap a wire around a nail and you put the ends of the wires on a battery and you can pick up paper clips, right? Like, that's an electromagnet. and if you make a really strong electromagnet you can …” “… And so the thing that, that we sort of latched on to is that in the interim the the thing that was limiting the magnetic field was this type of superconductor that you're using so um so taking a step back again and going back to magnets so you know there two types of magnets there one that the type that you put on your fridge which is a permanent magnet And those max out at about two Tesla You can get you know really really strong permanent magnets that max out around two Tesla So if you want a stronger magnet than that, you have to use something called an electromagnet, which is if you ever, like, remember from, like, high school, you wrap a wire around a nail and you put the ends of the wires on a battery and you can pick up paper clips, right? Like, that's an electromagnet. and if you make a really strong electromagnet you can lift cars right like a junkyard and if you if you've ever had like an MRI that's a very strong electromagnet that makes a big background magnetic field and so one way that you can build an electromagnet is using copper wire which a lot a lot of tokamaks most tokamaks for their magnets built them using copper. But the problem with copper is that in …” View more

Ridealong summary

Commonwealth Fusion Systems is poised to transform fusion energy by leveraging high-temperature superconductors, allowing for significantly smaller reactors. This breakthrough could lead to a practical fusion power plant, overcoming previous limitations in magnetic field strength and size. The innovation stems from a design course at MIT, sparking the creation of a company dedicated to this ambitious goal.

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The Neuron: AI Explained · AI Is Helping Build the Power Source It Desperately Needs (Brandon Sorbom w/ Commonwealth Fusion Systems) · Mar 03, 2026

“… likes of Google DeepMind with Genie, Runway, NVIDIA is working on their own for robotics, specifically Roblox just announced their new world model. Tesla's been using world models to train autonomous driving models for Tesla vehicles, World Labs, and much more, which now makes me want to talk about some of the other important use cases, because this isn't just a story about gaming engines, right, Josh? Or even Hollywood Effects. There's so much more that you can do with this that I kind of want to touch upon. The first use case that I'm super excited about, and the video that we're showing on …” “… Yeah, it's pretty impressive. But the truth of the matter is, world models aren't just a one-off novelty. They're going to be popping up everywhere. And right now, we've got six or seven main startups and big companies that are building them. The likes of Google DeepMind with Genie, Runway, NVIDIA is working on their own for robotics, specifically Roblox just announced their new world model. Tesla's been using world models to train autonomous driving models for Tesla vehicles, World Labs, and much more, which now makes me want to talk about some of the other important use cases, because this isn't just a story about gaming engines, right, Josh? Or even Hollywood Effects. There's so much more that you can do with this that I kind of want to touch upon. The first use case that I'm super excited about, and the video that we're showing on the screen right now is not really related to this, but it kind of is, is robotics. Now, robotics is eventually where AI enters into the physical world. Right now, all we're talking to is a chatbot. But in order to kind of make that jump from the virtual software into the real world where robots are going to do helpful and useful things for us, that …” View more

Ridealong summary

Google's new AI, Genie 3, can simulate entire 3D worlds in real-time, revolutionizing how we interact with virtual environments. Unlike traditional AI that predicts text, Genie 3 builds immersive experiences where users can walk through and manipulate their surroundings. This technology is already being adopted by companies like Waymo to enhance self-driving simulations, marking a significant leap towards achieving artificial general intelligence (AGI).

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Limitless Podcast · World Models: What are They, and is Google's Genie 3 AGI? · Feb 10, 2026

“… groups. All right, but again, what I want to see, and I suspect you want to see, is you want to see, let's not use the word, the government is not Tesla Corporation. The government theoretically in a democratic society is you, right? And to some degree, you know, you don't like people, you can get rid of them, right? And our job is to create a more democratic, but small D, not a big D, small D, where government is responsive to the people. But I want to say a word on the issue that you just raised. I have, over the last six months, become very, very concerned about AI and robotics. And there …” “… that's led, it feels like, by the government. Does that make sense to you? Yes, it does. Because one that's subsidized by the government is more like, it doesn't feel as controlled. Well, I guess it does, it just feels like controlled by two different groups. All right, but again, what I want to see, and I suspect you want to see, is you want to see, let's not use the word, the government is not Tesla Corporation. The government theoretically in a democratic society is you, right? And to some degree, you know, you don't like people, you can get rid of them, right? And our job is to create a more democratic, but small D, not a big D, small D, where government is responsive to the people. But I want to say a word on the issue that you just raised. I have, over the last six months, become very, very concerned about AI and robotics. And there are a lot of reasons why.” View more

Ridealong summary

I've become increasingly concerned about AI and robotics, as they pose significant challenges to our society. The current political landscape struggles to address these issues effectively, with many feeling the need for a new party to advocate for change. My focus is on transforming the Democratic Party to better represent the working class and tackle the influence of technology on our economy.

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This Past Weekend w/ Theo Von · #635 - Sen. Bernie Sanders · Jan 21, 2026

“… 一个是走的是这种我觉得科学驱动然后另外一个走的是更工程驱动那天就有很多的车在路上跑然后搜集很多的数据这两条路线今天能说哪条路线是正确哪条路线是错误的吗明白首先我觉得vimo不算是科学驱动 vimo的工程基因非常非常的强就是vimo的工程化基因和Tesla的工程基因我觉得是一样强的因为vimo的工程基因来自于Google 我自己的工程师这方面的训练我觉得就是在Google、vimo这个体系里面完成的所以我倒不觉得vimo是个科学的公司 vimo非常的工程只是就是说我觉得他们两个区别还是在于就是对待AI的态度上以及面向AI驱动的整体的系统设计的调整速度和力度上面它的不一样我觉得主要还是来源在这你能够预判一下vimo的未来我觉得vimo 因为我去年的11月份我就是回到美国然后我特地去LA 因为我没去三藩我没在LA做过因为我看vimo在LA开通服务了我去做了一下我觉得体验特别好然后确实是已经做到了比大部分Uber要好得多的体验了所以我觉得它的商业模式已经算是进行走通的边缘了它是一个AI时代的Uber 应该是了对而它运营的范围很广它是从洛杉矶Downtown 然后到好莱坞然后一直到Santa Monica 这一大片全都在运营所以你在vimo期间做了哪些工作以及你学到了什么 …” “我觉得vimo和特斯拉他这两条路线现在有胜负手一个是走的是这种我觉得科学驱动然后另外一个走的是更工程驱动那天就有很多的车在路上跑然后搜集很多的数据这两条路线今天能说哪条路线是正确哪条路线是错误的吗明白首先我觉得vimo不算是科学驱动 vimo的工程基因非常非常的强就是vimo的工程化基因和Tesla的工程基因我觉得是一样强的因为vimo的工程基因来自于Google 我自己的工程师这方面的训练我觉得就是在Google、vimo这个体系里面完成的所以我倒不觉得vimo是个科学的公司 vimo非常的工程只是就是说我觉得他们两个区别还是在于就是对待AI的态度上以及面向AI驱动的整体的系统设计的调整速度和力度上面它的不一样我觉得主要还是来源在这你能够预判一下vimo的未来我觉得vimo 因为我去年的11月份我就是回到美国然后我特地去LA 因为我没去三藩我没在LA做过因为我看vimo在LA开通服务了我去做了一下我觉得体验特别好然后确实是已经做到了比大部分Uber要好得多的体验了所以我觉得它的商业模式已经算是进行走通的边缘了它是一个AI时代的Uber 应该是了对而它运营的范围很广它是从洛杉矶Downtown 然后到好莱坞然后一直到Santa Monica 这一大片全都在运营所以你在vimo期间做了哪些工作以及你学到了什么有哪些重要的learning 我当时在vimo 我主要做的还是就是预测和感知这块我先去做的其实是预测因为当时正好有一个机会就是传统的自动驾驶的预测预测是干什么预测就是说我要预测我周围的行人和车辆他下一步会干什么我得大概预判出他要干什么我才能决定我自己要干什么而且本质上这也是一个交互和博弈的一个过程所以我当时就刚进vimo 然后领导说有这么一个机会我就觉得挺好的我就开始去做然后当时我们去尝试用肯定是用AI的方式去做预测但之前其实也有人尝试但之前用AI的方式做预测这个方法不太对那方法是什么呢就是说他先把地图渲染成一张图片然后用卷积神经网络去处理这张图片带来的问题是什么带来的问题就是卷积神经网络它是一个局部视野但是地图这个东西它是很长的所以它就会导致它对信息的处理不够好 …” View more

Ridealong summary

Waymo's innovative use of graph neural networks revolutionizes how autonomous vehicles predict the behavior of pedestrians and other vehicles. By transforming maps into vectors for better data processing, Waymo outperforms traditional methods and enhances user experience, making it a strong competitor to Uber. This breakthrough showcases the company's engineering prowess and commitment to AI-driven solutions.

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张小珺Jùn｜商业访谈录 · 132. 对星海图创始人高继扬的3小时访谈：鲶鱼、曾国藩、Waymo与Momenta的两面、一只狼与许华哲的离开 · Feb 13, 2026

“… and V12s over here, baby. We're going back. We're going back. No, this is serious. Bad timing for all of this. bad timing for our desires to get the Tesla Roadster to have a naturally aspirated V12. Maybe good timing. Given energy prices. Yeah, yeah, it's rough. Anyway, Robin Zhang of Cattle, C-A-T-L, can't build a factory in America, but Tesla, Ford, and GM rely on its technology. Inside a headquarters that's shaped like a giant battery cell, you got to give it to them. That's design. That's what we need to be seeing from our tech leaders. Apple did it well with the UFO campus.” “Not a problem because we're building V8s and V12s over here, baby. We're going back. We're going back. No, this is serious. Bad timing for all of this. bad timing for our desires to get the Tesla Roadster to have a naturally aspirated V12. Maybe good timing. Given energy prices. Yeah, yeah, it's rough. Anyway, Robin Zhang of Cattle, C-A-T-L, can't build a factory in America, but Tesla, Ford, and GM rely on its technology. Inside a headquarters that's shaped like a giant battery cell, you got to give it to them. That's design. That's what we need to be seeing from our tech leaders. Apple did it well with the UFO campus.” View more

Ridealong summary

Tesla's ambitions for a V12 Roadster clash with the realities of battery technology, as leading companies like Tesla, Ford, and GM rely on CATL's innovations despite CATL's struggles to build a factory in the U.S. This situation highlights the importance of design in tech, exemplified by CATL's headquarters shaped like a giant battery cell, reminiscent of Apple's UFO campus. The intersection of automotive desires and energy realities creates a fascinating dynamic in the EV market.

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TBPN · Peptide Debate Recap, John Ternus Rumors Swirl, OpenAI Nonprofit to Spend $1B | Diet TBPN · Mar 24, 2026

“… Germany a 7 euro difference between the Opel Combo Cargo Electric and its diesel MSRP Testing where the price parity alone pushes fleets to go Bev. Tesla is planning a 400 stall V4 supercharger in California on Interstate 15 between Los Angeles and Las Vegas. More than double the current record of 164 stalls. The site would be built in six phases, part of a wider retail hub called Eddie World 2. Phase one would be 72 stalls, breaking ground later this year. Eventually, 400 stall supercharging. No one does it, at least outside of China, like Tesla does it. Uber has partnered with Podpoint in the …” “… European campaign until the end of June that matches the purchase price of eight Pure Bev vans to their diesel equivalent in the markets they're sold in. That across compact and midsize vans The offer directly closes the gap Like in some places take Germany a 7 euro difference between the Opel Combo Cargo Electric and its diesel MSRP Testing where the price parity alone pushes fleets to go Bev. Tesla is planning a 400 stall V4 supercharger in California on Interstate 15 between Los Angeles and Las Vegas. More than double the current record of 164 stalls. The site would be built in six phases, part of a wider retail hub called Eddie World 2. Phase one would be 72 stalls, breaking ground later this year. Eventually, 400 stall supercharging. No one does it, at least outside of China, like Tesla does it. Uber has partnered with Podpoint in the UK to offer drivers a home EV charger subscription. It's going to cost £25 per month. and you pay over three years. Getting over the upfront cost of paying up to £750 for a home charger to be installed if you want to drive an electric vehicle. They offer a lifetime warranty and even some cash rewards as well. The offer arrives as Uber expands their …” View more

Ridealong summary

BYD has overtaken Tesla in market share in Germany, marking a significant shift in the electric vehicle landscape. This surge is attributed to BYD's new European plant in Hungary and its strategic focus on local production to avoid EU tariffs. Meanwhile, Tesla is expanding its supercharging infrastructure, underscoring the intense competition in the EV sector.

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EV News Daily - Technology and Business of EVs · BRIEFLY: VW ID.Golf, EV Vans, 400-Stall Charger Site & more | 07 Mar 2026 · Mar 08, 2026

“… about How like physical things work? That's my that I I'm personally convinced that that even though I'm kind of a fan of a lot of his work is Tesla you know when Tesla was coming up with all these ideas I'm like come up and he actually describes how the his inventions would come into his mind all completely the design all complete at once instantaneously it wasn't that he thought okay if I do this and I put this together and put it it wasn't that which is the whole thing comes together in his mind that's that's how demons actually communicate the knowledge to him so and there is some …” “… in our minds our guardian angels and angels can put stuff in our minds as well for the Good to kind of clue us in and things of that sort The other form is kind of a generalized knowledge of this like a science so demons can actually teach people things about How like physical things work? That's my that I I'm personally convinced that that even though I'm kind of a fan of a lot of his work is Tesla you know when Tesla was coming up with all these ideas I'm like come up and he actually describes how the his inventions would come into his mind all completely the design all complete at once instantaneously it wasn't that he thought okay if I do this and I put this together and put it it wasn't that which is the whole thing comes together in his mind that's that's how demons actually communicate the knowledge to him so and there is some report I'm still trying to track down the veracity of it, but there's a report that he was actually involved in spiritualism, which is a form of the occult But anyway so they can give us those kinds of knowledge And you see this in cases in session People who have not had any serious theological training when the demons are talking they making …” View more

Ridealong summary

Demons may influence human creativity, as suggested in this intriguing discussion about possession and obsession. The speaker connects Nikola Tesla's innovative ideas to potential demonic communication, claiming that his inventions often appeared to him in complete form. This segment explores how these supernatural forces can manipulate thoughts and emotions, leading to profound psychological impacts on individuals.

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The Shawn Ryan Show · #285 Father Chad Ripperger - Inside the Most Disturbing Exorcism Cases · Mar 05, 2026

“… you don't even need to put an effort to learn what's happening in AI. I go out at the dinner, we talk about voice AI somehow. People talk about Tesla Autonomous Autopilots. You just learn constantly because you're in the hub. I think in the next few years, it will be like that. The hubs are way advanced compared to the rest. But I think that in the next five, 10 years horizon, people will get slightly older. They would want to build families. They will leave the hubs, a lot of them. They will take that knowledge with them. They will probably start building somewhere else.” “… because AI started in the Silicon Valley, pretty much, I guess, the new wave of AI agents. So companies came. So there was more opportunities. So more people came. Because more people came, more companies came. And now if you're in San Francisco, you don't even need to put an effort to learn what's happening in AI. I go out at the dinner, we talk about voice AI somehow. People talk about Tesla Autonomous Autopilots. You just learn constantly because you're in the hub. I think in the next few years, it will be like that. The hubs are way advanced compared to the rest. But I think that in the next five, 10 years horizon, people will get slightly older. They would want to build families. They will leave the hubs, a lot of them. They will take that knowledge with them. They will probably start building somewhere else.” View more

Ridealong summary

To thrive in the AI era, focus on three key moves: learn AI foundations, assess your readiness, and build a daily learning habit. By dedicating just five minutes each day to read trusted sources, you can elevate your expertise over time. Joining local hubs can also provide invaluable networking and learning opportunities, setting you up for long-term success.

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Silicon Valley Girl · Stanford AI Expert: 71% of People Won't Survive the AI Shift — Here's the 30-Minute Fix | Kian Katanforoosh, CEO Workera · Mar 09, 2026

“… way I spoke to, you know, obviously blame Musk for blowing up expectations. He said, he's predicted it's going to be 30 trillion in revenue for Tesla from the Optimus, right? It's going to be the world's biggest product. It's going to eliminate all human labor, all of this absolute pie in the sky nonsense and that obviously sets these things up for a fall and people don't like that. So a lot of companies I spoke to, they will say things like, you know, we're glad that Musk has got the energy in here, but we have different goals ourselves. The big divide in the industry at the moment, …” “… going to be coming to the next level and so everyone I spoke to said Musk has got all the energy in the room. Now, obviously, his own forays into this with the Optimus robot have had the usual sort of exaggerated claims and many people, in a very subtle way I spoke to, you know, obviously blame Musk for blowing up expectations. He said, he's predicted it's going to be 30 trillion in revenue for Tesla from the Optimus, right? It's going to be the world's biggest product. It's going to eliminate all human labor, all of this absolute pie in the sky nonsense and that obviously sets these things up for a fall and people don't like that. So a lot of companies I spoke to, they will say things like, you know, we're glad that Musk has got the energy in here, but we have different goals ourselves. The big divide in the industry at the moment, basically, is whether you're making humanoid robots to go into the logistics industry, whether they're going to go into the warehouse and move pallets about, or whether they're going to go into the home. And that is what a lot of companies are promising at the moment as well. Before we move on to talking about that, I did want to pick up on what you were …” View more

Ridealong summary

Elon Musk's ambitious claims about humanoid robots, like the Tesla Optimus, often inflate expectations and attract investment, but the reality is far less impressive. While companies like Agility Robotics focus on practical applications in logistics, Musk's projections remain speculative and exaggerated, highlighting a divide in the robotics industry. As excitement builds around humanoid robots, the underlying challenges of achieving true dexterity and utility remain largely unaddressed.

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Tech Won't Save Us · What’s Driving the Push For Humanoid Robots w/ James Vincent · Feb 19, 2026

“… wane as the vehicles become better. The second thing, and this is what Bishal will tell me about, is a few months ago, I had this idea related to Teslas. Sometime in 2024 in the spring, Tesla made the autonomy feature free for Tesla owners. I presume what happened is at that time, a lot more self-driving was happening. We will use this FARS data, this fatal accident reporting data, which has the make and model of the vehicles involved in the crash, to see what happened to traffic fatalities around that time with Teslas versus other electric vehicles. Why will Vishal hate that? Does he drive a …” “… The safety features are changing. The solution here isn't to not have Taylor Swift albums. That might be the solution for some, but it is to make cars safer. And I think that you would find that the effect of any given distraction over time will wane as the vehicles become better. The second thing, and this is what Bishal will tell me about, is a few months ago, I had this idea related to Teslas. Sometime in 2024 in the spring, Tesla made the autonomy feature free for Tesla owners. I presume what happened is at that time, a lot more self-driving was happening. We will use this FARS data, this fatal accident reporting data, which has the make and model of the vehicles involved in the crash, to see what happened to traffic fatalities around that time with Teslas versus other electric vehicles. Why will Vishal hate that? Does he drive a Tesla? No, Vishal will hate it because part of why we are successful is that when we have ideas, we don't broadcast into the world. We do them first. But I have enough papers. I'm not worried. Now, I take your point about car safety and highway safety. And there are many elements of the whole traffic ecosystem that theoretically should have made us …” View more

Ridealong summary

New research suggests that popular music releases, like those from Taylor Swift, might correlate with increased traffic fatalities due to driver distraction. The discussion highlights the impact of technology and driver behavior on safety, advocating for improved car safety features as a solution rather than limiting music consumption. As autonomous vehicles become more prevalent, their effect on driver behavior and road safety is also examined.

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Freakonomics Radio · 668. Do Taylor Swift and Bad Bunny Have Blood on Their Hands? · Mar 27, 2026

“… and i've been i've been driving this route for 10 years and it's a good thing. And I'm standing on the side of the road next to my horse and then a Tesla Roadster zooms by and I'm just like, what the hell was that? And that's how I feel when I see, hear and talk to some of the young, inspiring founders and guys who are doing content, guys who are doing e-com, guys who are doing AI. There's so much energy, enthusiasm, excitement and talent that I feel like is unleashed. And by the way, the reason why to me is like pretty obvious uh the information is out there and we're all memetic creatures so …” “before it was like uh you know the very very rare college dropout zuckerberg style person and that was like a one of one in a million now it seems way more common yeah i told you dude i feel like the guy who um this is the horse-drawn carriage guy and i've been i've been driving this route for 10 years and it's a good thing. And I'm standing on the side of the road next to my horse and then a Tesla Roadster zooms by and I'm just like, what the hell was that? And that's how I feel when I see, hear and talk to some of the young, inspiring founders and guys who are doing content, guys who are doing e-com, guys who are doing AI. There's so much energy, enthusiasm, excitement and talent that I feel like is unleashed. And by the way, the reason why to me is like pretty obvious uh the information is out there and we're all memetic creatures so in the same way that like you know uh i go to my kid school function and like half the moms there have like lip filler and botox and shit like that And you know why Because that become normalized and they seen it everywhere right On Instagram and then whether it's, you know, you know, reality TV shows or whatever, it becomes normalized. It becomes, …” View more

Ridealong summary

Today, young entrepreneurs are thriving like never before, with stories of 19-year-olds selling companies for millions becoming the norm. Unlike previous generations, today's youth have unprecedented access to entrepreneurial success stories through social media platforms. This shift in exposure is transforming the landscape of entrepreneurship, making it feel accessible and achievable for everyone.

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My First Million · This guy cured his dog’s cancer with ChatGPT + 4 other crazy AI stories · Mar 19, 2026

“… that depreciate the fastest, according to U.S. News and World Report, we're not playing the game anymore. You just disagree with us. They said that Tesla is the car that depreciates the fastest. As someone who's a big advocate for Tesla, what would you say to that? I would say this glass half-empty problem actually creates a glass half-full opportunity. Go buy a used Tesla. I mean, obviously, do your due diligence research on batteries and so forth and knowing. I also would tell people, if you're going to buy a used Tesla, go make sure you understand what hardware package is on that car. Because …” “… about brands. But you know there are some other authorities out there Just some like honorable mention things that we thought were worth bringing up and bringing your attention Here were some superlatives that were given out In terms of automobiles that depreciate the fastest, according to U.S. News and World Report, we're not playing the game anymore. You just disagree with us. They said that Tesla is the car that depreciates the fastest. As someone who's a big advocate for Tesla, what would you say to that? I would say this glass half-empty problem actually creates a glass half-full opportunity. Go buy a used Tesla. I mean, obviously, do your due diligence research on batteries and so forth and knowing. I also would tell people, if you're going to buy a used Tesla, go make sure you understand what hardware package is on that car. Because full self-driving has gotten so legit. but you probably want to get that four and beyond on the hardware package so that you can really get all those features. Love it. All right. The next one was what car brand in general holds its value the best? Toyota. This one was not surprising. This is according to Kelly Blue Book. I am currently a Toyota …” View more

Ridealong summary

Tesla is the fastest depreciating car brand, but this creates an opportunity for savvy buyers. By purchasing a used Tesla, you can benefit from its advanced features without the initial depreciation hit. Just remember to check the hardware package for the best experience.

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Money Guy Show · The BEST and WORST Cars (And Which Brands We Avoid) · Mar 18, 2026

“… it matter on the brand? Are you waiting for it to get bigger? Or have you done so since you've been in Austin? Yeah. So when I first got to test the Tesla Robotaxi, it was still in this sort of very early beta phase of only people with invites could test it. But I did get my first taste of the Tesla Robotaxi there. That was also my first taste of the Waymos. I rode them all day. I don't know how many miles I covered, but we did a lot of shooting and a lot of testing in a whole bunch of different routes all over the place. At the end of that, my conclusion was, these are fine. And actually, as …” “… kind of crazy seeing you guys in real life. I was kind of curious. I took a robo-taxi here, and it got me wondering between that. I see a lot of Waymos on the street. Would each of you be comfortable riding in an autonomous vehicle? And if so, does it matter on the brand? Are you waiting for it to get bigger? Or have you done so since you've been in Austin? Yeah. So when I first got to test the Tesla Robotaxi, it was still in this sort of very early beta phase of only people with invites could test it. But I did get my first taste of the Tesla Robotaxi there. That was also my first taste of the Waymos. I rode them all day. I don't know how many miles I covered, but we did a lot of shooting and a lot of testing in a whole bunch of different routes all over the place. At the end of that, my conclusion was, these are fine. And actually, as someone who's typically like, I recently checked my Uber rating, and I'm like a 4.9 passenger rating, I feel like I'm the perfect Uber passenger. Because I get in the back, and I just sit there. And I don't do anything. And it would be even cooler if I didn't have to talk to anyone, and it was empty. And I'm on the computer working, and it's fine. And …” View more

Ridealong summary

Marques and his crew discuss their experiences with autonomous vehicles at SXSW 2026, revealing a surprising comfort level with robo-taxis. Marques shares that riding in Tesla and Waymo vehicles felt safe and enjoyable, likening the experience to being a perfect Uber passenger. While some have concerns about the technology's reliability, the overall sentiment leans towards excitement for the future of driverless rides.

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Waveform: The MKBHD Podcast · Live at SXSW 2026: Can They Convince Marques to Shoot 24fps? · Mar 17, 2026

“… OK, he is running a military operation plan to bring about a Bitcoin standard to the entire world, to bring about all these new technologies through Tesla, through SpaceX through all these different entities because if you go back and look You'll realize that the first person that got access to the Nikola Tesla files was actually Trump's uncle John G Trump and you like wait a minute That wild right and you know Trump was never a politician before he ran in 2016 right He lost an election by 81 million votes right I mean, you know, and so I think there's a lot of noise out there that people get …” “… in the 1900s. This isn't anything new. It's their same playbook. And so I think people need to understand that Trump is not your typical president. OK, he came in at a very special time under very special circumstances to not run politics as usual. OK, he is running a military operation plan to bring about a Bitcoin standard to the entire world, to bring about all these new technologies through Tesla, through SpaceX through all these different entities because if you go back and look You'll realize that the first person that got access to the Nikola Tesla files was actually Trump's uncle John G Trump and you like wait a minute That wild right and you know Trump was never a politician before he ran in 2016 right He lost an election by 81 million votes right I mean, you know, and so I think there's a lot of noise out there that people get caught up in this emotional reactions to things when people don't know all the information. Like we're literally in World War III, 95% of the stuff you see behind a screen is probably fake, right? And so we don't really know what's happening, actually, to some degree. But I have enough proofs and mathematical, you know, providence that I know that …” View more

Ridealong summary

Trump is orchestrating a military operation to establish a Bitcoin standard globally, leveraging technology from Tesla and SpaceX. As the Bitcoin network thrives, he faces backlash from Bitcoin purists for introducing alternative cryptocurrencies. This cultural shift is pivotal, as many supporters remain unaware of Bitcoin's potential against traditional banking systems.

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TFTC: A Bitcoin Podcast · #724: Bitcoin Is The Peaceful Revolution with GMONEY · Mar 09, 2026

“… Humans make errors way more than systems in this case. Yeah. like the safety record is like isn't it like 10 times more safe to be driven in a tesla with autonomous driving than it is to for a human to drive it depends on the place it depends on whether the tesla was trained to specifically navigate the place that you're driving get drunk because if it's in mumbai in some place in vietnam no it would not be safer i would much rather be driven by someone that has been driving in that place their whole life i'm I'm not arguing against like the fact that in certain places where the car has …” “… we stop. And so the thing about statistical engines is that it's based on probabilities. It's not based on deterministic logic. So systems make errors all the time. And it's impossible. It is technically impossible to get them to stop making errors. Humans make errors way more than systems in this case. Yeah. like the safety record is like isn't it like 10 times more safe to be driven in a tesla with autonomous driving than it is to for a human to drive it depends on the place it depends on whether the tesla was trained to specifically navigate the place that you're driving get drunk because if it's in mumbai in some place in vietnam no it would not be safer i would much rather be driven by someone that has been driving in that place their whole life i'm I'm not arguing against like the fact that in certain places where the car has been explicitly trained to drive in this place, that it has a better safety record than the humans that are driving in that place. But you specifically asked if I think that all of the most cars, most cars in the world, in the US, in the United States, because we're here. I don't actually think that it's like imminently on the horizon. 10 years. No, I …” View more

Ridealong summary

Self-driving cars may be statistically safer than human drivers, but the reality is more complex. The technology relies on vast amounts of labeled data and still faces significant social and legal hurdles, including trust issues and accountability in accidents. This raises important questions about the future of autonomous vehicles on our roads.

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The Diary Of A CEO with Steven Bartlett · AI Whistleblower: We Are Being Gaslit By The AI Companies! They’re Hiding The Truth About AI! · Mar 26, 2026

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