The Cosmos EV is now slated for release in the second half of 2027. CEO Silvio Napoli said he's focused on getting the EV right, as well as its nearer-term robotaxi project with Uber and Nuro.

Musk kept inflating the already-big promises being made by SpaceX CFO Bret Johnsen and Gwynne Shotwell on the company's first call.

Lucid's new CEO Silvio Napoli listed four must-win priorities, including the successful launch of its midsize EV, finishing a factory in Saudi Arabia, cutting expenses, and robotaxis.

SpaceX doubled its revenue compared to last year, according to its first quarterly earnings since going public in June.

An analysis of the last seven years of Tesla earnings calls shows just how little attention Musk pays to Tesla's car business.