Is $25B CapEx Reasonable?
9:48–10:55 · 67s
Pierre reframes Tesla’s $25B spend: about half going to compute, backed by strong cash flow and cash balance, arguing the scale is reasonable given ambitions spanning FSD, Optimus, and xAI.
9:48–10:55 · 67s
Pierre reframes Tesla’s $25B spend: about half going to compute, backed by strong cash flow and cash balance, arguing the scale is reasonable given ambitions spanning FSD, Optimus, and xAI.
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