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I am curious who you are winning business with, how significant is the aerospace and defense contribution today? And I am curious how big this could be.
are you seeing any signs of distress or interruption in the supply-chain following the volatility and the implementation of the import tariffs
has your team explored humanoid robotics with your tech partners as many of your more tech forward automotive competition
what's the strategy around AI and autonomy really? Because I think many argue that if you're an industrial company
Do you think that US tariff policies will be successful in keeping Chinese EVs out of the US market long-term?
do you see a future for Chinese OEMs participating in the U.S. market? And if so, how do you see that evolving?
are you rolling out robotaxi? Or is it just let's do the personal first and see where it goes?
how does GM expect to be profitable with EVs when players like Tesla are apparently cannot
when can investors learn more about GM's robotics chops in your in house in your in house robot facilities
is GM exploring humanoids in terms of either labor substitution or even making these robots
can you confirm how many are on the road right now collecting data in total?
Do you see scope for GM to help your existing or even new Chinese partners kind of gain access to the U.S. using your existing onshore capacity
Can you tell us how moving to end-to-end might change your spending? How you approach compute costs?
What is the company's AI strategy, specifically with autonomy?
has any of that loan been drawn?
How are you going to catch them and match them technologically with such a small fleet
how much of the forward R&D, OpEx and CapEx is allocated towards AI infrastructure and training
you expect to be closer to 10 gigawatts of nameplate compute by end of '27
is the second half of this year too soon to have an AI Day
are you comfortable moving Tesla in this direction while only having a 13% stake
Between China and the United States, who in your opinion is further ahead on the development of physical AI
you advocated for a ramp in tariffs
how confident are you that the US will have the manufacturing and the supply base to make good on your excitement about physical AI
So, Elon, you've said in the past about LiDAR, for AVs at least, that LiDAR is a crutch, a fool's errand