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Industry

Tesla AI, robot shift faces clouds as Kazakhstan robotaxis set to launch

Concerns persist over Tesla’s long-term growth goals as revenue stagnates and profit is expected to fall 10 percent, while its 2030 sales target is cut to 5 million vehicles. Tesla also trims its 2026 capital expenditure plan to $20 billion from $25 billion, though it starts Optimus robot production in California. It presses ahead with unsupervised FSD plans and expands subscriptions. Elsewhere, GM outlines faster development plans and robotaxi competition spreads to Kazakhstan.

Mobility

Kakao blocks Kakao Mobility U.S. listing plan as Tesla nears FSD V15 unsupervised driving

Tesla has opened its first dedicated plant in Sparks, Nevada, to mass-produce its Semi electric truck, targeting annual output of up to 50,000 units. Expectations around Tesla’s self-driving technology rise as its in-car AI mentions possible unsupervised driving with FSD V15, while approval across Europe is delayed again. In South Korea, Kakao has moved to block a U.S. ADR listing plan for Kakao Mobility, citing concerns it would mainly aid TPG’s stake liquidity.

Mobility

Why Tesla\'s life-saving FSD is a $99-a-month subscription instead of standard equipment

A debate is growing again over the safety and commercial rollout of Tesla\'s Full Self-Driving (FSD) driver assistance system. Tesla has changed policy on some new cars by removing a lane-centering feature from standard equipment and encouraging FSD subscriptions, prompting questions about charging $99 a month for a safety-related function. The dispute focuses less on technology level than on how to provide it to consumers, amid limited public data to compare crash rates.