Episode #1405: Tesla posts record deliveries while doubling down on AI, Ford embraces Apple to make affordable EVs more compelling, and a coalition of industry giants launches a nationwide effort to solve the technician shortage wardsauto.com/news/tesla-reports-strong-q2-deliveries-and-revenue-weaker-profits-amid-big-spe/825982 Tesla delivered its strongest second quarter ever, but beneath the headline numbers, the company is pouring billions into robotaxis, AI, and humanoid robots—leaving profits and free cash flow under pressure. -Tesla delivered 480,126 vehicles in Q2, up 25% year over year, while revenue climbed to a record $28.2 billion, surpassing $100 billion in trailing 12-month revenue for the first time. -Despite the record sales, free cash flow fell to negative $1.1 billion as Tesla spent $5.8 billion during the quarter on AI infrastructure, Robotaxi expansion, Cybercab production, and Optimus development. -Tesla says its Robotaxi fleet has now logged more than...