Spending Promises, Slow Start
6:06–7:29 · 83s
Tyler flags a contradiction: Tesla boosted 2026 capex guidance to $25B, yet Q1 spend was only $2.5B, implying a massive late-year ramp amid strained U.S. build capacity.
6:06–7:29 · 83s
Tyler flags a contradiction: Tesla boosted 2026 capex guidance to $25B, yet Q1 spend was only $2.5B, implying a massive late-year ramp amid strained U.S. build capacity.
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