Tesla's Q2 2026 earnings call showed Musk's full pivot to AI and robotics, with $25B in capex, Optimus V3 production, and a $2B xAI investment.

An analysis of the last seven years of Tesla earnings calls shows just little attention Musk pays to Tesla's car business.

Tesla's Q2 2026 earnings call showed Musk's full pivot to AI and robotics, with $25B in capex, Optimus V3 production, and a $2B xAI investment.