In this episode, we dive into Tesla's shift toward autonomy, debating the potential of Robotaxi networks, competitive challenges, and market valuations. Experts weigh in on EV demand slowdowns, cost advantages in ride-sharing, and the risks of overhyping Tesla's tech edge.

Explore how AI data centers drive energy demand, leveraging on-site generation, batteries, and grid solutions to meet unprecedented compute needs in the next 5 years.