This episode covers major developments shaping Tesla’s near- and long-term outlook. We discuss a decompiled Tesla app update that points to cabin-camera-based FSD identity verification, deeper FSD telemetry, and a new Autopilot entitlement architecture designed to support subscriptions, trials, and software transfers. We then examine Tesla’s internal clampdown on AI tool spending and how it fits into a broader industry move from aggressive AI experimentation to cost discipline, while also noting the preferential treatment for xAI tools.
We also look at the recent share price pullbacks for Tesla and SpaceX and what they imply about how markets are re-pricing AI and space-related names, even as Tesla’s core car and energy businesses remain fundamentally intact. On the operations side, we cover reports of organized theft of batteries and energy modules from Tesla’s Nevada Gigafactory, highlighting security and supply-chain risks.
On the product and demand front, we explore the US arriva
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