The Ledger, every show

“When he saw the robotaxi, he was so bowled over by whatever it was he saw in it, right, that he remarked to his to his team, wow, you know, this looks great. Let's just do this. He scrapped the Model Two on the spot, and he said, let's do the robotaxi. We're d…”

“He's decided, I'm not a car company, I'm an AI and robotics company, and I'm about creating a 10 trillion dollar company that is based on first robotaxi, but then these humanoid robots, and he canceled, you know, the family car, the affordable car, the one tha…”

“No one outside the company and no one inside the company who I spoke to anyway believes that the robotaxi is ready to be without a steering wheel, without pedals, and even if it were ready, that is ready for regulators are ready to say, yeah, go.”

“You get rid of the team responsible for your most valuable asset, and You put all the bets of your company, you bet the company on a technology that isn't anywhere near ready for the market. All of these things together, they're not rational. They are not rati…”

“I think it is a crisis. If you don't have the Model Two, and you don't have new affordable vehicles to bring out by the first quarter of next year like you promised, and you can't do the robo-taxi on time, what do you have? What are you going to say next year?…”

“He decided to Himself without, without telling anyone else that that it's gonna go twice as fast as I said before, so instead of going from zero to 60 in 1.9 seconds, which is very fast, like, think in your mind how long Okay, that was about two seconds, like …”

“So suddenly, he doesn't, not only wants the robo-taxi, but he wants it at the same time that the Model Two would have come out, which is the second half of next year.”

“That's, that has made the team dismayed, unhappy, and lacking confidence in Musk's leadership.”

“China sells more EVs than any, than by far than any country in the world, and it's state of the art. Chinese batteries, the whole supply chain, and Chinese EVs can compete with anyone's EVs around the world, including Tesla, including Lucid.”

“You're investing ten billion dollars a year. That's what he's investing in. Dojo, the chip, and Optimus The humanoid robot and robo taxi.”

“It's only two companies that are selling their cars in the high hundreds of thousands and millions. It's Tesla, we already said, and China's BYD.”

“China has become the largest exporter of cars in the world just over the last year.”