The CapEx Cliff For Musk
4:28–5:45 · 77s
Travis lays out Tesla’s cash, debt, and spending as Dan weighs the risk of vertical integration and a possible AI bubble—raising real questions about funding Terafab.
4:28–5:45 · 77s
Travis lays out Tesla’s cash, debt, and spending as Dan weighs the risk of vertical integration and a possible AI bubble—raising real questions about funding Terafab.
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