$Tesla Motors(TSLA)$ 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?