Artificial Intelligence Strategy - Cursor is joining SpaceX, and Grok 4.6 has reached the top tier while landing in GitHub Copilot[1] - GrokBot is currently rolling out, and leadership indicates a need for orbital AI compute by the year 2029 due to scaling challenges for terrestrial power[1] - Elon Musk's total of 17 business-related posts reflect a unified and interconnected artificial intelligence ecosystem rather than separate projects[1][2] Automotive and Mobility Business - Tesla continues progress on Full Self-Driving technology alongside Robotaxi expansion[1] - A potential Cybercab launch is slated for Austin this month[1] - Market ticker references indicate ongoing stock tracking for Tesla and SpaceX[2]

🚨 JPMorgan Comes Away More Positive on Tesla After Fremont TourJPMorgan toured Tesla’s Fremont factory and says it left with a “deeper appreciation” for Tesla’s manufacturing capabilities, especially its high level of automation.Key takeaways:• Robotaxi scaling appears well positioned, with the next major step expected later this year• Model Y additions to the Robotaxi fleet are being limited, reflecting confidence in Cybercab’s near-term scalability• Optimus production lines are being installed at Fremont, ...

Tesla’s setup is starting to get pretty interesting again!@JOBhakdi got cautious around earnings, but he’s turning bullish again as the market rebounds and $TSLA still looks like it has some catching up to do.Meanwhile, Robotaxi hiring continues, Cybercab production could reportedly reach ~2,000/month in September, and a commercial launch may be getting close.Jo’s looking for $370–$380 over the next three weeks.If the Cybercab catalysts start landing, things could move quickly. ...