Elise hosts the May 3, 2026 edition of Tesla Twenty Four, diving into Tesla's massive $25B+ capex hike for AI, robotics, and chips amid Q1 results. The episode covers 10B FSD miles, Cybercab production start, Optimus Gen 3 timelines, and Elon Musk's bold X posts on $10T valuation and petawatt energy. Packed with data-driven insights on Tesla's shift to AI/robotics dominance.

• Tesla's 2026 capex jumps 25% to $25B+ for AI infra, robotics, and chip production, signaling multi-year cash burn.
• 10 billion miles on FSD Supervised, Cybercab production underway, unsupervised fleets in Texas.
• Optimus Gen 3 production starts late July 2026 at Fremont, Giga Texas factory for 2027 volume.
• Spring 2026 update: Hey Grok integration, enhanced Pet Mode, FSD app stats.
• Tesla Semi ramps up with Megachargers; Elon's X posts on 10B miles, $10T ambition, space-energy links.

• Elon Musk's "10B" reply to FSD milestone and "$10T or bust" post highlight trillion-dollar robotaxi/Optimus potential.
• Cybercab hits production with zero incidents in Austin/Dallas expansions; Europe regulatory wins.
• Optimus deploys in Tesla factories first, eyeing external customers in 2027 amid supply chain challenges.

Listen if you own TSLA stock or believe in Tesla's AI/robotics revolution—these investments could unlock trillions in value despite short-term risks.

Tesla news, Elon Musk updates, FSD 10 billion miles, Cybercab production, Optimus Gen 3, Tesla capex 2026, robotaxi Texas, Tesla Semi, xAI Grok car integration, TSLA stock

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