$Tesla Motors(TSLA)$ What’s up

What’s up now??

• Musk confirmed Tesla shut Dojo and is pivoting to AI6 chips. Expect more reliance on external silicon.

• Hiring hints that robo-taxi ops are expanding beyond Austin.

• Q2 deliveries were 384k. Good context for where core auto sits while the AI story runs hot.

My take:

Killing Dojo reduces capex risk but also cuts the “we own the whole AI stack” story. Near-term sentiment rides robotaxi headlines.

So guys, is the pivot bullish focus or an admission of limits? Do you want TSLA for cars or for software?

Tesla Model 3 long-range rear-wheel drive version goes online

Tesla launches Model 3 model with the strongest battery life, with a battery life of 830 kilometers and a price starting from 269,500 yuan

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