Musk finally started to address the AI cash burn issue; Robotaxi and Optimus are the real money bets.

Tesla notified employees that starting July 6, the internal AI computing power and model call expenditure cap will be set at $200 per week, with any excess requiring approval; previously, costs often reached thousands of dollars. The company is promoting a unified AI platform called Bottle Rocket, integrating models from OpenAI, Anthropic, and xAI, transitioning toward company-level control, with cost pressures prompting tighter budgets. This move reflects that many companies are shifting from encouraging AI expansion to cost control. Musk emphasized that future value lies in AI products such as Robotaxi and Optimus, while current revenue has been stagnant for two consecutive years.