Tesla spending skyrockets as Cybercab, Semi, Megapack production timeline slips

Tesla pushed back volume production timelines for the Cybercab, Semi, and Megapack 3 from 2026 to later dates, citing the need to ramp 4680 battery cell production. The delays come as Tesla doubles capital spending while transitioning toward AI and robotics, with the company reporting negative free cash flow despite strong EV sales growth.