Tesla's pivot to free factory space for its humanoid robot Optimus by cutting Model S and Model X production lines highlights a broader shift in the robotics industry toward a structural competition between Tesla's closed-off approach and an Nvidia-led alliance connecting automakers and robotics firms. The move raises questions about risks tied to vertical integration...

This analyst note offers a granular, independent look at SpaceX's financials to value the opportunity and learn about key business drivers. 

Investor Gary Black has shared his views on Waymo's new Robotaxi models, the Ojai and Ioniq 5, which he believes can compete with Tesla's Robotaxi despite higher costs. Black noted that the Ojai will feature Waymo's 6th-generation autonomous driving suite with fewer sensors, translating to lower costs. He also shared that the Ioniq 5-based Robotaxi...