Elon Musk is running two separate companies toward the same AI finish line, but their strategies, cash positions, and timelines could not be more different. One already earns revenue from compute today while the other burns billions building the infrastructure it needs just to compete. The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational. Tesla posted $28B in revenue at a 1.4% operating margin while CapEx surged 141% and free cash flow turned negative. SpaceX already rents compute at a premium through Grok while Tesla builds TerraFab, giving the private company the cl
Elon Musk is running two separate companies toward the same AI finish line, but their strategies, cash positions, and timelines could not be more different. One already earns revenue from compute today while the other burns billions building the infrastructure it needs just to compete. The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational. Tesla posted $28B in revenue at a 1.4% operating margin while CapEx surged 141% and free cash flow turned negative. SpaceX already rents compute at a premium through Grok while Tesla builds TerraFab, giving the private company the clear near-term AI advantage. Polymarket prices Optimus's 2026 release at just 3% and California Robotaxi at 23%, yet TSLA trades at a P/E of 369.