Bloomberg reporter covering Tesla, Elon Musk companies, and auto tech; analyzes AI capex and robotaxi progress.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Tesla's AI capex spend is tracking far below its $25B target, creating a 'show me the money' moment where investors doubt progress on robotaxi and humanoid robot ambitions, especially with SpaceX now public as an alternative Musk exposure.