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Tesla Robotaxi Day & the Competition’s Response
Mittwoch, 2. September 2026 · 18 min
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Shownotes
Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worried. Plus, we cover Dell’s incredible run.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Tesla’s Robotaxi Day
- What We Need to Hear
- AV Competition
- Vision vs LiDAR
- Dell’s Earnings
- AI Momentum
Companies discussed: Tesla (TSLA), Alphabet (GOOG, GOOGL), Dell (DELL).
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Kristi Waterworth
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