Tesla Q2 Beat: The AI Play Bigger Than Robotaxi

🚨 Tesla just crushed Q2 delivery expectations. But Brian Wang says the bigger story may not be the Q2 beat, or even Robotaxi. It may be the AI infrastructure play behind Tesla, SpaceX and xAI: power, batteries, turbines, data centres, Megapacks, Megablocks and the coming fight over enterprise AI alpha. In this episode of @overthehorizon, Brian Wang and I unpack Tesla’s Q2 numbers, the stock’s sell-the-news reaction, and why Brian thinks the market may still be underestimating the scale of what Elon Musk is building across Tesla, SpaceX and xAI. Tesla reported 480,126 vehicle deliveries in Q2 2026, alongside 13.5 GWh of energy storage deployments. But the conversation quickly moves beyond the headline number into the bigger question: what comes next? We discuss: Tesla’s Q2 beat and why the stock still sold off Cybercab production and the path to real Robotaxi scale The July 7 Tesla scaling tease from Lars Moravy’s interview Why FSD15 could matter for unsupervised Cybercab deployment Brian’s thesis that AI data centre economics may be bigger than Robotaxi in the near term Megapacks, Megablocks, turbines and the power bottleneck in AI How Tesla could help shape the grid for the AI data centre buildout Why SpaceX and xAI may have a unique power and compute advantage Alex Karp’s warning about OpenAI, Anthropic, AI sovereignty and enterprise “alpha” The deeper question of who owns the data, prompts, models and value created by AI systems Brian also lays out why he believes Tesla, SpaceX and xAI working together could unlock a very different kind of AI business model, one built not just around tokens or apps, but around energy, compute, infrastructure and frontier AI capability. This is a conversation about Tesla’s Q2 beat, but it is really about the next phase of the Muskonomy. Brian Wang / NextBigFuture: https://www.nextbigfuture.com/ Over The Horizon:    / @overthehorizon   Nothing in this discussion is financial advice. This episode is for analysis, research and discussion only. #OverTheHorizon #OverTheHorizonPodcast #Tesla #Cybercab #SpaceX #xAI #Palantir