Craig Trudell
speaker
72 appearances
4 recordings
1 series
first heard Apr 2026
last heard 2 Jul
Craig Trudell’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.
Appearances
Uh, you know, for for them to actually uh only have, you know, roughly two and a half billion dollars of CapEx in the first quarter, uh that that sort of sent uh
a signal potentially that uh spending wasn't going to be quite at the pace uh that was flagged.
Instead uh musk hops on the call and and says, Oh no, we're going ahead with that and then some and I think that does give some people pause when you have a car business that yes is is looking a little bit better than it was a year ago, but a year ago it was really in a brutal place.
Hold that
Yeah, I I think that's right.
And I think there's been uh honestly a lot of patience with uh being able to sort of look past the idea that a lot of these projects have not earned meaningful return and and you know may not for for the time being.
Uh but you know, we've gotten to a place now where this is a a company that, you know, is primarily a a car business, uh where a couple of years now they have have uh actually seen decline in in their sales and decline in their position in their
most important uh segment and uh we don't have clear indications of when exactly you know this robo taxi project is is actually going to be meaningful.
We had uh if anything uh a bit of incremental indication that maybe next year uh but uh that's you know a bit far off and then also some indications too that uh the the Optimus robot uh may not be uh you know ready on on the timeline as as previously flagged.
So uh
Uh some some negative indicators from that perspective as well.
Some negative indications.
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