Steve LeVine discusses China's booming electric vehicle market, where consumers can buy high-quality cars for $10,000. The podcast explores the rise of Chinese EVs, resistance from American and European governments, and challenges faced by Chinese carmakers like BYD in the US market.

Steve LeVine discusses Tesla's shift from electric cars to AI and robotics, including Musk's decision to cancel the Model 2 EV model. The podcast explores the challenges faced by Tesla in meeting milestones and policy implications, as well as the controversial pivot towards robo taxis. Insights on Tesla reporting and upcoming industry events are also shared.