Tesla Boosts Spending Plan in AI, Robotics Push
THE SO WHAT
Tesla is explicitly trading near-term free cash flow for an AI and robotics identity—this is a capex signal that the car margin story is over and the autonomy/robot story is the new core narrative. If you’re an OEM or Tier 1 still treating AI as a feature, you’re now competing with a balance sheet that’s funding it as the business.
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