Tesla's Challenges and Market Implications

This chapter analyzes Tesla's declining vehicle deliveries, contrasting its limited robo taxi deployment in Austin with competitors like Waymo. It further delves into the complex interplay between Tesla and XAI, highlighting investor perceptions focused on Elon Musk. The discussion also touches on broader economic factors, including housing market dynamics and investment opportunities in solar development amid regulatory changes.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app