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Ed Ludlow

๐Ÿ‘ค Speaker
9666 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

And so like extrapolate out to XAI, you can just envisage a world like I drive every day using FSD to work.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

And in the cockpit of the car, I use the grok voice assistant to communicate.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Like, how do they monetize that?

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

You'd expect them to talk about that kind of stuff on the call, I think.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

We did an episode of Wall Street Week last month on RoboTaxi, right?

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

And the opening line was, you know, five years ago, Elon Musk promised that there would be RoboTaxis all over public roads by the end of that year.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

And here we are at the beginning of 2026.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

And in a very limited 10 vehicle pilot, Tesla has just removed the

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

safety monitor from those vehicles that are in Austin, Texas for RoboTaxi.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Waymo, by comparison, has many hundreds, more than that, on public roads, charging a fare, no human in operation.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

The thing is that your last guest alluded to this.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Tim, you were pressing him on why he had the conviction in this thesis.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

But for lots of people, it's the idea that

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Elon Musk makes many projections and gives many timelines.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

And even though he misses those dates, he often gets there in the end.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

And I suspect that I've said that sentence to you verbatim many hundreds of times before.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

Yeah, I mean, you know, I don't want to speak on his behalf, but Steve's point is echoed by many that either are bullish or bearish on Tesla.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

They've put this in the shareholder deck.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

It's in writing the explanation of what they plan to do, plus some timeline in it, plus the impact to top and bottom line that, you know, it's in there.

Bloomberg Tech
Instant Reaction Earnings Roundup: Microsoft, Meta & Tesla Deliver Results

But Steve wrote in his January 12th research without putting him on the spot that 26 is the year that Tesla pivots to physical AI.