Tesla

Tesla raised 2026 capex from $20B to $25B in late April, earmarked for AI training, Optimus humanoid production starting July, robotaxi factories, and an Austin chip fab. The CFO confirmed Tesla will go free-cash-flow-negative for the rest of 2026 to fund the physical-AI pivot — the capex curve and the org chart now both bend toward embodied intelligence on a multi-year horizon.

On the autonomy side, FSD beta continues to widen, robotaxi pilots are scaling, and SpaceX's adjacent $60B option on Cursor reframes Musk's coding-tool strategy. AI Weekly tracks every Tesla AI announcement, Optimus update, and FSD regulatory move.