Deep Dive: Tesla’s Evolution from Pure-Play A...

Big Tech’s AI spending is eating into cash flow, and investors are losing patience. Mark Mahaney, Head of Internet Research at EvercoreISI, joins Zaid Admani to explain why Amazon remains his top pick after its earnings selloff, while Google could face several more quarters of pr ...  Show more

In today’s episode, Zaid covers:Amazon’s booming cloud business and its massive AI bill.Intel’s earnings reveal a problem for the PC market.Rivian’s new SUV gives the EV maker a boost.Reddit faces a growing Google problem.Pinterest’s disappointing holiday outlook.Roblox loses use ...  Show more

What does Rich Sutton’s "Bitter Lesson" reveal about the decisions Tesla is making in its pursuit of autonomy?

In this episode, we dive into Tesla’s recent "We, Robot" event, where they unveiled bold plans for the unsupervised full-self-driving Cybercab, Robovan, and Opt ...

The vice president of automotive, transportation and cross-manufacturing at research and advisory firm Gartner Inc. breaks down the disbanding of Tesla’s EV charging team, Elon Musk’s latest robotaxi promises and the company’s fresh “AI and robotics” focus. 

In 2010, Tesla Motors has already experienced tremendous highs and devastating lows. Elon Musk is a polarizing figure whose goal is to change the way the traditional auto industry works. It’s been a struggle, but Detroit is finally bowing to the Tesla vision, moving electric vehi ...  Show more