Tesla

BMW’s In‑Car Film Ads Spark Debate

BMW pushed a Spider-Man: Brand New Day banner and branded animation to compatible vehicle displays at start-up in certain models; tapping the banner plays an animated spot with music and ambient lighting. The activation—part of a partnership with Sony Pictures and Marvel that integrates BMW models into the film—was created with Jung von Matt Hamburg, agency UEG, director Hot Icarus and Parasol Island. It provoked criticism from German outlets (Süddeutsche Zeitung, Der Spiegel, Heise Online) and many owners online for appearing to reverse BMW’s late‑2023 pledge not to run advertising inside its cars. Observers note the novelty that the manufacturer, not a third party, is operating the screen, placing the stunt within wider automaker experiments with digital monetization, Uber’s ad business and future map/autonomy monetization.

Michael Burry Warns of Imminent Market Crash

Investor Michael Burry, known for his Big Short bets, warned of a major market top and potential stock market crash amid record highs in US indexes and the AI-driven rally. Burry has placed short positions against several AI-related companies (including Nvidia, Palantir and Tesla) and is concerned that massive investments in IT and AI infrastructure — funded by hyperscalers' strong earnings — may not pay off. He also flagged that low volatility and momentum-driven buying could amplify losses if the rally reverses. The article references a reported possible financing arrangement involving Nvidia, OpenAI and Softbank tied to a large data-center project.

SpaceX AI Spending Spooks Investors Despite Payback Claims

SpaceX’s first public earnings showed second-quarter revenue up 92% year‑over‑year, but investors focused on an $18.4 billion surge in capital expenditures—largely for AI compute infrastructure built with Nvidia chips—prompting shares to fall about 10%. Management said the AI capex converts to revenue quickly, projecting sub‑one‑year paybacks, up to 15–20 GW of capacity by the end of next year, and raising CEO Elon Musk’s revenue target to $1 trillion by 2030. SpaceX has signed large commercial compute deals with Google, Anthropic and Reflection AI and disclosed $6.7 billion of cloud‑service contracts beginning in October. The AI unit remains unprofitable (Q2: $2.56 billion revenue, $1.26 billion operating loss). The company also recorded a $354 million accrual tied to pollution‑permit issues at its Memphis facilities.