Tesla’s Future vs. Fallout: Earnings, Cheap AI & AI Glasses

On this episode of Being Exponential, we center the conversation around the most polarizing name in tech and mobility: Tesla. Is the tug-of-war between today’s wobbling EV business and tomorrow’s robotaxi/Optimus future resolvable—or is the market pricing in a disconnect too wide to bridge? From there, we run through earnings season with rapid-fire takes on big tech reports (Alphabet, ServiceNow, Spotify, SoFi, Rambus, Celestica) and ask: with cooling trade tensions and solid economic data, is the rally still intact?

We then dig into crypto—will digital assets ride the coattails of equities, and where the smart money should be positioning. In the tech deep dive, we unpack a new AI school in Texas, evaluate Unitree’s surprisingly affordable R1 robot, and break down GLM-4.5 from Z.ai—what the emergence of ultra-cheap yet capable models means for the competitive AI investment landscape.

We also spotlight high-conviction names (FIX, HIMS, OKLO, BE, W) and close with a cultural-tech note: Alibaba’s latest foray into AI glasses and what the growing flood of smart eyewear says about the next frontier of ambient intelligence and personal computing. Tune in for a mix of skepticism, opportunity scouting, and the exponential lens on what’s coming next.