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Tesla-led reshuffle sharpens as autonomous driving accelerates and focus shifts to robots

This week’s mobility news centred on Tesla, with the Semi entering full-scale mass production nine years after its unveiling and Full Self-Driving logging more than 10 billion miles. Tesla also outlined broader autonomy plans, cited data showing EV range retention after five years and signalled a shift toward AI and robotics, including Optimus production and higher 2026 capital spending. Elsewhere, GM paused next-generation electric trucks and SUVs while Volvo pushed ahead.