Tesla’s earnings reveal a major pivot: Cybercab, Semi, and Megapack 3 production delays, robotaxi miles down despite city expansion, and a cash crunch as capital spending doubles. Elon Musk admits the Cybercab needs unique driving data—requiring retrofitted steering wheels and pedals—hinting existing car data won’t cut it. Meanwhile, Travis Kalanick’s new venture Atoms, backed by Uber and $1.7B, is betting big on industrial AI and automation for mining and transport, leveraging Pronto to scale self-driving tech.
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