Tesla’s earnings soared with a 26% sales jump to $28 billion, but investors are alarmed by plummeting margins, missed EPS, and a brutal $1 billion free cash flow loss—driven by a 140% spike in capital spending to fuel AI, robotics, and chip production. Elon Musk’s downgraded robotaxi timeline—now in the dozens, not hundreds—has rattled the market, casting doubt on Tesla’s ability to scale. Meanwhile, Rivian and Lucid, seen as key robotaxi suppliers, are reaping big deals from Uber, hinting at a trillion-dollar future. But Tesla’s struggles suggest the robotaxi boom may be slower than expected, leaving suppliers like Rivian and Lucid facing a longer, bumpier road to profitability.
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