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Elon Musk confirmed during a Q3 earnings call that SpaceX and Tesla have independent special committees examining a potential merger, saying he believes combining them would make sense for Super Intelligence software, chips, Terrafab, robotics and Starlink, though the deal is not guaranteed and would require 50% of Tesla shares voting in favor.
Uber CEO Dara Khosrowshahi dismissed reports of a rift with Waymo, saying the partnership remains strong in Austin and Atlanta while acknowledging Uber is diversifying with other AV partners.
An analysis of Tesla earnings call transcripts shows Elon Musk now spends nearly 50% of his time discussing AI, robotaxis, and Full Self-Driving, up from 15-20% in 2022, while other executives remain more focused on the automotive business.
Mark Zuckerberg announced Meta's plans to push into personal AI agents during the Q2 2026 earnings call, aiming to create consumer-friendly agents that work out of the box, while also highlighting business agents on WhatsApp and Instagram.
Tesla's robotaxi mileage is flat and vehicle count appears shrinking, contrasting with Waymo's much higher mileage, and investors are growing concerned despite Musk's optimistic framing during an earnings call.
Uber's CEO and COO express caution about AI spending, noting that increased AI usage does not clearly translate to better customer outcomes, leading to slowed hiring and tighter budget controls.