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Tesla Plots $20 Billion Splurge to Reshuffle Factories

Tesla plans to spend over $20 billion reshuffling its factory lines to boost production of cars, batteries and robots. Tasha Keeney, director of investment analysis and institutional strategies at ARK Invest, discusses Tesla’s earnings and robotaxi plans. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology…

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Tesla plans to spend over $20 billion reshuffling its factory lines to boost production of cars, batteries and robots. Tasha Keeney, director of investment analysis and institutional strategies at ARK Invest, discusses Tesla’s earnings and robotaxi plans. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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33 Comments

33 Comments

  1. @thucydd

    January 29, 2026 at 2:50 pm

    Splurge? Why are you like that?

    • @thucydd

      January 29, 2026 at 2:51 pm

      @Bloomberg

    • @hungcapitalll

      January 29, 2026 at 3:02 pm

      Because that’s what it is….

  2. @jloiben12

    January 29, 2026 at 2:55 pm

    There are good reasons this isn’t done in the fab industry. But there are also good reasons for that to change.

    I am net neutral on the idea. The risk is more in execution than the concept

  3. @yomother69

    January 29, 2026 at 3:25 pm

    Sound and smell like bull shit

  4. @kbram7363

    January 29, 2026 at 3:27 pm

    clowns

  5. @SergioClaudio

    January 29, 2026 at 4:00 pm

    What robotaxi 😂😂😂 with a driver. That’s called a taxi and had been around for over 100 years. Pump the stock until it blows. It’s a cult following joke.

  6. @jjamespacbell

    January 29, 2026 at 4:05 pm

    When Tesla goes to scale in Austin with profitable pricing say $2 per mile, most of Waymo’s customers will transition to RoboTaxi. That story will repeat in the SF Bay Area and every market Waymo is in. Even Google will be unwilling to fund Waymo with no possible path to positive cash returns

    • @Feet_Lover_UK

      January 29, 2026 at 4:43 pm

      $2 per mile profit?? Uber & Lyft in Austin charge passengers $0.90 per mile in Austin TX which is high considering many cities are under $0.50 per mile.
      Uber & Lyft have very little expenses They don’t buy the vehicles,pay for primary insurance,repairs, maintenance,fuel etc…
      Drivers only receive A percentage of the fare average 40%.
      Uber had lost billions each quarter for A decade and is only profitable thru other ventures like food,package & grocery delivery.
      Lyft has also lost billions each quarter for 14 years & still struggling to make A profit.
      Google’s waymo is losing billions.
      None of the dozen autonomous vehicle manufacturers that are currently transporting customers are profitable nor will the several dozen planning to soon enter the rideshare space like Toyota & Hyundai be either.

    • @mibli2935

      January 29, 2026 at 5:15 pm

      Yea, yea, yea. You can keep your money in the stock and wait until this dream realizes at scale. Or else. I am not advocating one way or another, I made my choice today.

    • @daShadoSage

      January 29, 2026 at 7:34 pm

      You’ll be absolutely shocked when you find out how many people still hate Elon and will not take a ride by principle alone. I wonder how many of the investors take that into consideration as they see sales in Tesla vehicles plummet

    • @Feet_Lover_UK

      January 29, 2026 at 7:54 pm

      ​@daShadoSage He will be even more shocked when he learns that Tesla only operates in A small part of Austin with 29 total Robotaxi’s approximately 10 on the road at A time and has already had 8 accidents with saftey drivers

  7. @stothAjs

    January 29, 2026 at 4:33 pm

    headline is wrong. capex is cortex 2 (over from last year) ramping semi and cybercab (planned last year) and r&d for optimus/tooling. everything except solar and chip fab was known already.

  8. @markdc1145

    January 29, 2026 at 4:37 pm

    Investors should be very, very concerned.

  9. @Traintoytrain

    January 29, 2026 at 5:04 pm

    She doesn’t understand $20b, all she knows is how to say the ‘in next 5 years’ in perpetuity

    • @Im-the-money

      January 29, 2026 at 7:29 pm

      Fact

    • @MK-mz4un

      January 29, 2026 at 8:19 pm

      Cathie wood’s protégé

  10. @jameswilliams5921

    January 29, 2026 at 5:12 pm

    Why do tesla fans think that the majority of public will automatically use cybercab.

    • @CyberneticVulture

      January 29, 2026 at 5:45 pm

      Because it will be significantly safer and cheaper than all alternatives

    • @fungshuirichard

      January 29, 2026 at 5:59 pm

      Because the price will be 50 percent less DUH

    • @Foxfried

      January 29, 2026 at 7:19 pm

      Because people are cheap and don’t want to pay human driver prices?

    • @daShadoSage

      January 29, 2026 at 7:36 pm

      ​@CyberneticVulture So, you think people will magically forget they hate Elon in a few months?

    • @daShadoSage

      January 29, 2026 at 7:37 pm

      ​​@Foxfried Let’s see how that plays out. I have my doubts that most liberals who Elon alienated will download a Tesla app to even check it out

  11. @mibli2935

    January 29, 2026 at 5:13 pm

    I sold my tesla shares today. I am utterly disgusted by the decision to drop two flagship models and concentrate on another pie-in-the-sky dreamware without the fight to improve and adapt.

  12. @mikewu9483

    January 29, 2026 at 5:45 pm

    ran out of EV buyers

  13. @alanhall6909

    January 29, 2026 at 6:59 pm

    First, the doubters said Tesla will never solve FSD because it’s too hard and can’t be done with just cameras. Now they are saying everyone will have FSD because its easy. 😂😂🤣

  14. @tnelly6588

    January 29, 2026 at 7:00 pm

    In 2019 ARK Invest said that by end of 2021 you’d be able to loan your personal Model 3 or Y out into the “robotaxi fleet” while you’re sleeping and/or working and make $30-50k/year. That prediction (meaning FSD would be at fully autonomous Level 5) was the SOLE REASON the stock hit 412 in Oct 2021. How’d that prediction go? Nothing but crickets from ARK on the gigantic whiff, but rather a NEVER ENDING stream of new promises and a complete ignoring of past statements. BTW, 4.5 years later and stock is at the same level.

  15. @Im-the-money

    January 29, 2026 at 7:33 pm

    Painful. Just admit that you and your coworkers at ARK never have understood Tesla nor will you ever understand Tesla. That’s of course because no one can understand Tesla. Just go ahead and believe every single thing that Elon says and that ultimately is your basis for investing. Don’t give us any garbage about your model because it’s less than worthless.

  16. @daShadoSage

    January 29, 2026 at 7:40 pm

    The last time they invested so much for a new product launch, they gave us Cybertruck…

    Lost billions

  17. @banksbond3831

    January 29, 2026 at 7:49 pm

    who is going to buy the robots , we are getting laid off every week

  18. @Ellerich800

    January 29, 2026 at 7:57 pm

    Scale is certainly an advantage, but the ‘50% vehicle cost advantage’ over Waymo is being overvalued here [05:03]. If we assume a Tesla Cybercab costs $20k vs. Waymo’s $40k, that is a $20k difference. Spread over a vehicle’s 200,000-mile lifespan, that’s only a $0.10 per mile difference in depreciation.

    For a consumer, a $1 savings on a 10-mile trip isn’t enough to choose a vision-only system over the redundancy of Waymo’s sensor suite. Cost is a red herring; the real competitive moat will be safety and reliability, not a marginal difference in vehicle CAPEX that barely impacts the final price per mile.

  19. @Scottdauner

    January 29, 2026 at 8:10 pm

    Sounds like a concept of a plan 😅😅😅😅 Tesla is a ponzi scheme

  20. @clintonmatthews1507

    January 29, 2026 at 8:11 pm

    Gotta be tax purposes

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Bloomberg Technology

Tesla’s Sales Miss, Next Stage of NASA’s Moon Mission | Bloomberg Tech 4/2/2026

Bloomberg’s Tim Stenovec discusses the roller coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And, NASA’s Artemis II crew prepares to fire…

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Bloomberg’s Tim Stenovec discusses the roller coaster for tech stocks as the market reacts to the ongoing conflict with Iran. Plus, Tesla posts one of its worst sales quarters in years, disappointing Wall Street even as the company tries to convince investors its future is in AI. And, NASA’s Artemis II crew prepares to fire their engines toward the moon.

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00:00:00 – Intro
00:05:30 – Tesla’s EV Sales Miss Expectations Again
00:17:27 – Chime Targets Higher Earners With New Accounts
00:33:57 – Kyndryl Launches Agentic Service Management
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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AI Needs to Be Controlled Properly: Kyndryl CEO

Kyndryl is launching a new service to help companies manage AI agents and get better returns from their investment on the tech. Kyndryl CEO Martin Schroeter joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Kyndryl is launching a new service to help companies manage AI agents and get better returns from their investment on the tech. Kyndryl CEO Martin Schroeter joins Tim Stenovec on “Bloomberg Tech.”
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Tesla Vehicle Sales Miss Expectations Again

Tesla posted one of its worst sales quarters in years, missing Wall Street’s expectations. Bloomberg’s Craig Trudell discusses Tesla’s struggles to turn around its core business. He joins Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…

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Tesla posted one of its worst sales quarters in years, missing Wall Street’s expectations. Bloomberg’s Craig Trudell discusses Tesla’s struggles to turn around its core business. He joins Tim Stenovec on “Bloomberg Tech.”
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