Reporters Dana Hull and Max Chafkin discuss Elon Musk's recent trip to China for FSD negotiation, Tesla's strategic moves in the region, Musk's leadership decisions, Twitter's latest initiatives, and Musk's content strategy on X platform. The hosts also speculate on theoretical tag team fight scenarios involving influential figures.
Elon Musk's trip to China focused on negotiating regulatory acceptance for Tesla's full self-driving system.
Tesla's shift towards selling software over cars was highlighted during a stock surge following an earnings call focused on autonomy.
Deep dives
Elon's Deal in China for Full Self-Driving Technology
Elon Musk traveled to Beijing to secure a deal allowing Tesla to sell full self-driving technology. The market responded positively, with Tesla stocks surging, signaling a shift towards selling software over cars. China, as the largest electric vehicle market, plays a crucial role, with the government promoting the industry and positioning Musk as a central figure.
Tesla's Financial Resurgence and Strategic Shift
Tesla experienced a remarkable stock rebound following an earnings call focused on autonomy. Musk emphasized Tesla's future as an AI robotics company, not just an auto manufacturer. The market responded favorably as Musk pivoted the narrative to highlight the company's software and autonomy-driven future.
Elon's Twitter Behavior and Challenges at X
Elon Musk's behavior on X has sparked controversies, including clashes with Dustin Moskovitz criticizing Tesla. While X ventures into new features like premium video and job search boards, its success remains uncertain. Musk's efforts to create an 'everything app' like WeChat face challenges, with existing features yet to gain strong traction.
Groc and the Value of X-AI
The success of Groc, potentially surpassing X in value, signifies the significance of X-AI. Groc, leaning on X for distribution, ties AI capabilities with the social network. This integration showcases promising potential for X's financial outcomes through the AI sector, aligning with current tech trends and investments.
Before last week’s Tesla earnings, Elon Musk was scheduled to go to India—but didn’t. This weekend, though, news broke that he had in fact gone to China, to try to negotiate regulatory acceptance for his FSD (full self-driving) system. (It’s not actually full self-driving.) The Elon, Inc. panel—reporters Dana Hull and Max Chafkin—ponder that trip, and then delve into the second anniversary of Elon’s joke-y offer to buy Twitter, now X. Plus: A long simmering feud begins to boil over.