Caroline Hyde

Is talent ever an issue for you?

People so know who you are, they must gravitate towards the expertise you brought in physical AI.

But it's getting very expensive.

Raquel, I have another question about Canada.

And forgive me, it's just been so much in the news recently, the ecosystem in Canada.

You probably saw that Y Combinator cut Canada from its list of countries that it would invest in startups in.

What do you make of that?

And what is the ecosystem in Canada right now?

On the software and hardware side, do you see the talent pool that you need available in your home country?

Thank you.

Raquel Ederson, CEO and founder of Wabi, closing a $750 million Series C, taking up to a billion dollars with support from Uber, too.

Wall Street, perhaps feeling some mixed signals on Tesla ahead of its earnings.

Price targets for the EV maker, they're rising despite investor concerns over its earnings potential this year.

Here with more is Steve Mam of Bloomberg Intelligence.

And for Tesla, it's always a question of whether you care about the fundamentals and the quarter just gone, or whether you're betting on AI, optimists, and the future of robotics.

Steve, in your January 12 preview, you wrote that 2026 is the pivot year for AI and robotics, right?

And that you expect management to talk up those things.

But what do you actually need to hear?

What things of substance do you want Musk to say on the call that actually will be a driver of confidence in the near term, even if that is this year?

Steve Mann of Bloomberg Intelligence, we're all bracing for aftermarket today.