Core Insights - Tesla is disbanding its Dojo supercomputer team, marking a significant shift in its strategy for developing in-house chips for driverless technology [1][4] - The departure of around 20 employees to form a new AI startup, DensityAI, has contributed to the dissolution of the Dojo project [2] - CEO Elon Musk has been promoting Tesla as an AI and robotics company, despite challenges in the rollout of its robotaxi service [3] Group 1: Dojo Project Developments - The lead of the Dojo project, Peter Bannon, is leaving Tesla, and remaining team members will be reassigned to other projects [1] - The Dojo project was initially seen as a cornerstone for Tesla's AI ambitions, with Musk emphasizing its potential to process vast amounts of video data [4] - Morgan Stanley had predicted that Dojo could add $500 billion to Tesla's market value by creating new revenue streams [5] Group 2: Shift in Strategy - Tesla plans to increase reliance on external technology partners like Nvidia and AMD for computing needs, moving away from in-house chip development [8] - A recent $16.5 billion deal with Samsung aims to produce AI6 inference chips for various applications, including full self-driving and humanoid robots [9] - Musk hinted at potential redundancies and convergence between the Dojo and AI6 inference chip projects [9] Group 3: Future Directions - The focus has shifted to a new AI training supercluster called Cortex, which is being developed at Tesla's headquarters in Austin [7] - The Dojo project was part of a broader strategy that included the development of Tesla's D1 chip, which was unveiled in 2021 [7] - Tesla's board has offered Musk a $29 billion pay package to ensure his continued leadership in advancing the company's AI initiatives [10]

Tesla's Model Y is the best selling car in the world, and the refreshed "Juniper" is a great update!While there are some obvious physical changes on the outside, there are some really solid updates on the inside that you might not have known about -@larsmoravy https://t.co/Yfka5Feo1E ...

Group 1 - The analyst has assigned a Sell rating to numerous car manufacturers, including Tesla, indicating a bearish outlook on the automotive sector [1] - The investment strategy focuses on a total return style with a mix of long and short positions, typically holding 10-30% in short positions [1] - The core investment strategy includes large-cap stocks and/or ETFs, while smaller-cap stocks and undervalued stocks serve as satellites around this core [1] Group 2 - The analyst emphasizes the importance of technological and geopolitical shifts in identifying investment opportunities [1] - There is a focus on finding stocks or sectors with favorable risk-reward structures, particularly in the context of overvalued stocks that are expected to decline [1] - The analyst has a beneficial long position in BYDDF, indicating a positive outlook on this specific stock [2]

General Motors Co. plans to purchase electric-vehicle batteries from China to power its upcoming entry-level EV until it can procure US-made batteries with South Korea’s LG Energy Solution. https://t.co/JWNUOtBq9w ...

Exclusive: General Motors plans to import batteries from China, despite steep tariffs imposed by President Trump, to power its second-generation Chevrolet Bolt electric vehicle https://t.co/tfxDtZMRHE ...

Core Insights - Cummins Inc. reported Q2 2025 earnings of $6.43 per share, exceeding the Zacks Consensus Estimate of $4.99 and increasing from $5.26 in Q2 2024, driven by strong sales in Distribution and Power Systems segments [1][9] - Total revenues for Cummins reached $8.64 billion, surpassing the Zacks Consensus Estimate of $8.47 billion but declining from $8.8 billion in the same quarter last year [1][9] Segment Performance - Engine segment sales decreased by 8% year over year to $2.90 billion, missing the estimate of $2.91 billion, with EBITDA falling to $400 million from $445 million in the prior year [2] - Distribution segment sales rose by 7% year over year to $3 billion, exceeding the projection of $2.83 billion, with EBITDA increasing to $445 million from $314 million in the previous year [3] - Components segment sales totaled $2.7 billion, down 9% from the prior year and missing the estimate of $2.74 billion, with EBITDA at $397 million, slightly lower than the previous year's $406 million [4] - Power Systems segment sales surged by 19% year over year to $1.9 billion, beating the estimate of $1.64 billion, with EBITDA rising to $430 million from $301 million [5] - Accelera segment sales were $105 million, down 5% year over year and below the estimate of $112.5 million, with a pretax loss of $100 million [6] Financial Position - As of June 30, 2025, Cummins had cash and cash equivalents of $2.32 billion, up from $1.67 billion at the end of 2024, while long-term debt increased to $6.81 billion from $4.78 billion [7]

与此同时，适航认证方面也有突破进展，亿航智能在3月成为首个集齐"四证"（即运营合格证、型号合格证、生产许可证、标准适航证）的企业；7月，峰 飞航空V2000CG凯瑞鸥获单机适航证，成为全球首架"三证齐全"的吨级以上eVTOL。 eVTOL已站在商业化爆发的临界点。 【DT新材料】 近期，eVTOL实际订单密集落地，商业化进程远超预期。 据相关数据不完全统计，自2025年年初至今，eVTOL企业公布的意向订单总数 已超过1500架且订单金额相当可观。 就在近日，7月16日，时的科技 与阿联酋企业Autocraft签署协议，采购350架E20 eVTOL，订单金额10亿美元。 7月23日，沃兰特航空与泰国泛太平洋有限责任公司（简称Pan Pacific），中国航空技术国际工程有限公司（简称中航工程）在金山展区签署了三方合作 协议，Pan Pacific向沃兰特采购500架VE25-100天行eVTOL，该订单总金额达17.5亿美金。 两笔订单金额合集27.5亿美元，约200亿人民币。 | 7月 | 7月 | 7月 | 6月 | 5月 | 5 | 4月 | 4月 | 4月 | 2月 | 时间 | | | --- | ...

What motivates someone to leave a stable job to risk it all?Hear from Tesla's VP of Vehicle Engineering, @larsmoravy, who has been with the company since 2010 - https://t.co/MV5XitE7wO ...

It's not a restoration, it's a resurrection: Ben Tuna is turning derelict Porsches into fine art https://t.co/pZGQguK4si ...

Amazon's autonomous vehicle company Zoox has received approval from U.S. regulators to operate its purpose-built electric robotaxis that lack steering wheels, mirrors and conventional vehicle controls on public roads. (Photo: Zoox)https://t.co/oUlQiJWeoL https://t.co/toJWDeBOIK ...