Dana Hull

👤 Speaker

5 total appearances

Appearances Over Time

Tesla $25B Spending Plan, Hormuz Standoff Continues, More

Tesla is going to spend big this year on AI Compute, on the Terafab, on their Terafab factory.

Tesla $25B Spending Plan, Hormuz Standoff Continues, More

They also announced that they're going to have to fix a lot of cars.

Tesla $25B Spending Plan, Hormuz Standoff Continues, More

Cars that have the hardware 3 are not really capable of FSD unsupervised.

Tesla $25B Spending Plan, Hormuz Standoff Continues, More

So there's going to be a lot of spending.

Tesla $25B Spending Plan, Hormuz Standoff Continues, More

And that figure, I think, has investors a little worried about.