Tesla Reverses Course on Self-Driving Promise

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.3 • 1.7K Ratings

🗓️ 24 April 2026

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

Some Tesla owners with outdated hardware are suing the EV maker for overpromising and underdelivering on its promise of self-driving vehicles. WSJ’s Becky Peterson gives us a rundown on how Tesla’s priorities are shifting gears, and what that means for customers. Plus, can software companies survive an AI apocalypse? Tech reporter Sebastian Herrera tells us why Salesforce's CEO is pushing back against investor skepticism. Imani Moise hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:28.3	among real estate professionals. Welcome to Tech News briefing. It's Friday, April 24th. I'm Yomani Mouise for the Wall Street Journal.
0:40.4	Can software companies survive an AI apocalypse? Investors are skeptical. But one tech CEO says
0:46.4	this company isn't being replaced by agents. It's cashing in on them. Then, Tesla has been
0:52.0	fighting international backlash from car owners over its self-driving promises,
0:56.6	while trying to convince Wall Street that it's more than just a car company.
1:01.4	We're taking a look at how Elon Musk's priorities are shifting gears and what that means for customers.
1:08.5	But first, it's been a tough time for software-as-a-service companies.
1:12.6	Their stocks have been beaten down in recent weeks as investors place bets that the enterprise
1:16.5	software that does everything from payroll to customer management will eventually be replaced
1:21.3	by AI agents. Some are calling it the SaaSpocalypse, or the end of a business model that
1:27.4	depends on selling software
1:28.6	licenses per seat. But one person who's not worried, Mark Beniof, the CEO of Enterprise Software
1:34.8	Behemoth Salesforce. WSJ technology reporter Sebastian Herrera joins us now to explain why
1:40.7	Beniof sees AI as a huge business opportunity for Salesforce and how he plans to prove
1:46.5	investors wrong. Sebastian, Salesforce has become the poster child for the SaaSpocalypse.
	...

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