Tesla's Terrible Q1 Prompts Musk Return? & Companies Face RFK Jr.'s Food Dye Ban
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Who are the hosts of the Morning Brew Daily Show?
Good morning, Brew Daily Show. I'm Neil Freiman. And I'm Toby Howell. Today, RFK tells food companies to get rid of artificial dyes and Mountain Dew will never be the same.
Then Elon Musk is promising to spend less time on Doge and more time on Tesla because, boy, does it need it. It's Wednesday, April 23rd. Let's ride.
What is the impact of politeness on ChatGPT's cost and AI development?
Are you the kind of person who is super polite to chat GPT? Like you say please and thank you when asking a question so the bots will spare you after the uprising? You could be costing OpenAI millions of dollars. Recently, the company's CEO, Sam Altman, suggested that people simply saying please and thank you to their chatbots cost OpenAI tens of millions of dollars because of the extra computing power required. However, Altman says that money is well spent because in his words, You never know. Wink, wink. Toby, are you overly nice to a chatbot?
Yeah, I definitely fall into that wink, wink category because, you know, as we approach this mythical threshold of AGI, artificial general intelligence, where these models think at human or beyond human level intelligence, you do never know. Maybe they do become our overlords. Maybe we do enter a Terminator scenario. And maybe just maybe politeness is going to be the very thing that separates, you know, the survivors from the non-survivors. So I'm with Sam Altman. You do never know. And now a word from our sponsor, Planet Oat. Neil, you ever found a really good throw blanket for your couch?
Toby, my baseball days are behind me. I'm not throwing anything these days. Come on. Clash your life up a little bit.
The right throw blanket can take the same old couch, same old room, and upgrade it big time.
That's the Planet Oat effect. You pour it into coffee or over cereal, and boom, everything's cozier, creamier, just better.
It's creamy, rich, smooth as can be, like your morning got wrapped in a nice warm hug.
And the unsweetened version, zero grams of sugar, still somehow delicious, plus no dairy, no gluten, no peanuts, no problem. So if your breakfast, like your old couch, could use a little comfort. Reach for the oat milk that's basically comfort in a carton.
Get your hands on the oat milk that has it all. Visit PlanetOat.com for more. Tesla reported earnings yesterday, and it looks like Elon Musk's absence is becoming more of an issue than Ferris Bueller on his day off. The struggling EV maker did nothing to dispel fears that it's facing some serious headwinds.
Why is Elon Musk returning focus to Tesla amid Q1 earnings miss?
Global deliveries fell 13% while net income sank 71% as the company contends with falling demand, increased competition, and and its CEO's political side projects. Q1 2025 was the first quarter with under $1 billion in net income for Tesla in four years, and it wasn't even close, coming in at just over $400 million.
What challenges is Tesla facing in Q1 2025 and the EV market?
Since Elon Musk started working on Doge in earnest, the company's stock has fallen by about 40%, and shareholders are increasingly getting frustrated by his divided attention. Eight state treasurers, including those from California and Illinois, sent a letter to Tesla's board yesterday, raising concerns about the company's slipping performance and Elon's bifurcated focus. And it's clear Elon is feeling the pressure. He said yesterday that the time he spends on Doge will drop, quote, significantly in the next month, which is likely the reason the stock rose in after-hours trading. Still, even if Elon was giving Tesla his 100% attention, it's not guaranteed that the company can magically turn things around.
European deliveries have fallen by double digits per cents in the first two months of the year, and the company's eye-catching Cybertrucks have sold just 50,000 units so far, prompting a quiet reposition of the futuristic vehicle's brand to cater to more of a working man F-150 crowd. Neil, analysts knew that yesterday's earnings weren't going to paint a rosy picture, but this was a really rough quarter.
Still. investors heard exactly what they wanted to hear, those magic words. I will be working less on Doge and I will be working more on Tesla. That is exactly what they needed to hear because Tesla stock was in a free fall. Its business is hurting mightily. The fact that Elon Musk will devote more attention to this particular company in its time of need was very much music to their ears.
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Chapters
9 chapters
1
Who are the hosts of the Morning Brew Daily Show?
0:01–0:27
2
What is the impact of politeness on ChatGPT's cost and AI development?
0:27–2:32
3
Why is Elon Musk returning focus to Tesla amid Q1 earnings miss?
2:32–2:54
4
What challenges is Tesla facing in Q1 2025 and the EV market?
2:54–9:58
5
What are Tesla’s upcoming initiatives to revive its business?
9:58–14:51
6
What is Robert F. Kennedy Jr.'s proposed ban on artificial food dyes?
14:51–16:35
7
How could the food dye ban affect major food companies and consumer behavior?
16:35–19:37
8
Which companies are investing in new US factories amid tariff threats?
19:37–23:21
9
What is the current rice shortage situation in Japan?
23:21–27:01
Speakers
2 identifiedMore from Morning Brew Daily
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