Tesla addresses investor questions ahead of Q2 earnings, highlighting the company's advancements and plans in AI-related areas, particularly autonomous vehicles, robo-taxis, and robotics, which are expected to drive significant growth and profitability
Questions to inspire discussion
Tesla's Autonomous Driving Progress
🚕 Q: How are Tesla's robo taxis performing?
A: Tesla's robo taxis have shown phenomenal performance with zero safety incidents reported, indicating rapid expansion and progress towards ambitious goals.
🚗 Q: What's the timeline for unsupervised Full Self-Driving (FSD)?
A: Unsupervised FSD rollout is expected later than robo taxi expansion due to regulatory challenges and liability concerns, making nationwide approval a complex issue.
Tesla's Affordable Vehicle Strategy
💰 Q: How is Tesla planning to reduce costs for more affordable models?
A: Tesla aims to achieve 15-20% cost reduction by using common parts with Model 3 and Y, removing premium features, and streamlining production for more affordable vehicles.
Tesla's Optimus Robot Development
🤖 Q: What are the initial applications for Tesla's Optimus humanoid robots?
A: Optimus robots will initially perform factory tasks but are expected to quickly become ubiquitous across industries, potentially leading to an era of abundance with near-zero cost for many goods and services.
💼 Q: How profitable could Tesla's Optimus robots become?
A: Optimus robots are projected to be highly profitable over the next 10-20 years due to massive scale and recurring software revenue, significantly impacting Tesla's financial performance.
Tesla's Future Focus
📈 Q: How do Tesla's AI projects compare to its vehicle business in terms of potential?
A: Tesla's AI projects, including robo taxis and humanoid robots, are considered orders of magnitude larger than the vehicle business in future potential, making them the most critical focus for investors.
Key Insights
Autonomous Vehicles and Robotics
🚗 Tesla's robo taxis have performed exceptionally well with zero safety incidents, indicating rapid expansion and progress towards ambitious goals.
🤖 Optimus humanoid robots are projected to become ubiquitous, with thousands expected in factories by year-end and potential for personal ownership at minimal cost.
Economic Impact
💰 Optimus robots could usher in an era of abundance, potentially making money obsolete as everyone gains access to desired goods and services at near-zero cost.
📈 While Optimus may not significantly impact Tesla's revenue in the short term (3% of revenue), it's expected to have a massive impact over the next 10-20 years through scale and recurring software revenue.
Tesla's Strategy
🚘 Tesla's affordable models will utilize common parts with Model 3 and Y, remove premium features, aiming for a 15-20% cost reduction to significantly boost affordability and demand.
🛣️ Tesla's timeline for unsupervised FSD in personal vehicles lags behind robo taxi expansion due to regulatory and safety concerns, prioritizing comprehensive safety before widespread personal use.
#Vehicles #Tesla
XMentions: @Tesla @HabitatsDigital @StevenMarkRyan
Clips
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00:00 🤖 Tesla addresses top investor questions ahead of Q2 earnings, focusing on AI-related topics, particularly robo-taxis, with a top question inquiring about performance and expansion plans.
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01:15 🤖 Tesla's autonomous vehicles, including its robo-taxi, have not had a single safety-critical incident, indicating they are performing phenomenally well.
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02:22 🤖 Tesla expects to launch affordable models and sees autonomy/robotics business generating more profits than automotive in a few years.
- Tesla is expected to launch more affordable models, likely using shared components with Model 3 and Y, with reduced premium features and 15-20% lower production costs, potentially increasing demand.
- Tesla's autonomy and humanoid robot businesses will likely generate significantly more profits than its automotive business in a few years, making the current vehicle sales a minor concern.
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03:55 🤔 Tesla's unsupervised Full Self-Driving (FSD) for personal use will likely be available much later than its robo-taxi expansion due to regulatory and technical hurdles, particularly regarding safety and liability concerns.
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05:07 🤖 Tesla's Optimus robot is expected to generate significant revenue in 2-3 years, but it will take massive scale over the next decade or two and recurring software revenue to substantially move the needle.
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06:18 🤖 Tesla is prioritizing design of Optimus humanoid robots for potential use in autonomous deliveries, with plans for factory deployment by year-end.
- Tesla is focusing on nailing the design of Optimus humanoid robots, particularly the body and hand, before mass-producing and selling them to customers.
- Tesla expects dozens of Optimus robots to perform tasks in factories by year-end, with hundreds possible, but thousands unlikely.
- Investors care most about Tesla's AI projects, particularly the Optimus robot, which could be used for deliveries in autonomous vehicles.
- Autonomous Tesla vehicles with humanoid robots like Optimus could disrupt deliveries and labor markets, with the potential for widespread personal use, making the total addressable market enormous.
- 09:50 🤖 Elon Musk predicts that humanoid robots will usher in an era of hyper abundance, making goods and services nearly free, and enabling almost everyone to afford advanced technology like personal robots.
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Duration: 0:11:7
Publication Date: 2025-07-19T08:07:18Z
WatchUrl: https://www.youtube.com/watch?v=A-ClBOX7x1U
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John Tsakiris
Musk unfortunately became involved in politics to the detriment of Tesla’s car business worldwide. To his detriment his Asbergers condition complicated his relationship with Trump. Time will eventually show that Musk’s contribution to cutting waste fraud, and abuse in our government was a very important for dealing with our debt. Musks development of his patents and ideas such as battery storage, Optimus, semi trucks, FSD, robotaxi and the model 2 will keep Tesla a much sought after investment.