Opposition to data centers is becoming a major midterm issue. But will the political friction actually stop Big Tech's rapid AI infrastructure buildout? Cleanview founder Michael Thomas breaks down the growing political revolt against data centers and how tech giants are pivoting to keep up with power demand.
Jul 13
Would A SpaceX-Tesla Merger Make Elon Musk Unstoppable?
Following SpaceX's record-breaking IPO, Wall Street's attention has shifted to the next big play — a rumored Tesla-SpaceX megamerger. With both companies increasingly sharing engineers and resources, a deal might be a question of when, not if. Eva Ados, chief investment strategis ... Show More
13m 9s
Aug 2023
The Chinese EV Maker That's Selling More Cars Than Tesla
In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ... Show More
49m 26s
Jan 2024
The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype?
<p>Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.</p><br><p>In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 time ... Show More
41m 39s
May 2023
Encore: Tesla vs Detroit | Motor City Fights Back | 3
The battle to dominate the EV market is on. Tesla’s market value is now around $20 billion. At this rate, Tesla could wipe the floor with GM in a decade. Ford, Toyota, Nissan, Honda and Chevrolet are taking notes. No one wants to be bringing up the rear. After near-devastating pr ... Show More
35m 39s
Apr 2022
Tesla vs Detroit | Motor City Fights Back | 3
The battle to dominate the EV market is on. Tesla’s market value is now around $20 billion. At this rate, Tesla could wipe the floor with GM in a decade. Ford, Toyota, Nissan, Honda and Chevrolet are taking notes. No one wants to be bringing up the rear. After near-devastating pr ... Show More
35m 43s