Elon Musk responded by saying that Optimus is going to be a game-changer for Tesla. He reiterated that the humanoid robot is currently in its second generation, but the third generation will be even more impressive. Musk expressed his confidence in Tesla’s ability to scale production of Optimus robots and achieve a rate of 1 million units per year within five years.
The CEO also talked about Tesla’s advancements in AI technology, stating that the company has the highest intelligence density in the world. He took a slight dig at Waymo, a subsidiary of Google, by saying that while Google is good at AI, they are not as strong in real-world AI applications as Tesla. Musk emphasized the importance of intelligence density in the future and highlighted Tesla’s expertise in real-world AI.
In terms of Tesla Energy, Musk mentioned that it is a significant focus for the company. He also mentioned the launch of the Tesla Diner, a unique dining experience that has garnered attention. Musk also discussed the improvements being made to Tesla’s Full Self-Driving software, noting that the company could potentially increase the parameter count by 10X for users in the future.
During the earnings call, Tesla CFO Vaibhav Taneja provided updates on the company’s financial milestones, including delivering a car autonomously to a customer for the first time in Q2. Taneja also discussed the impact of regulatory changes for electric vehicles under the Trump administration and mentioned the production of more affordable cars in the first half of the year, with plans for volume production in the second half.
Overall, Tesla’s Q2 2025 earnings call highlighted the company’s continued focus on innovation, AI technology, and expansion into new markets. With initiatives like the Robotaxi service, Optimus robots, and advancements in Full Self-Driving software, Tesla is positioning itself for future growth and success in the electric vehicle and AI industries. Investors and analysts are eagerly watching to see how these developments will impact Tesla’s financial performance and market position in the coming quarters. Elon Musk recently shared his excitement about the design of the Optimus V3 humanoid robot, noting that it has all the necessary degrees of freedom to perform tasks effectively. He expressed confidence in the capabilities of Optimus V3 and set ambitious expectations for its production ramp-up.
During a recent earnings call, Musk stated, “If we are not making 100,000 Optimus robots per month in 60 months, I will be shocked.” This bold statement reflects Musk’s belief in the potential of Optimus V3 to revolutionize the robotics industry.
In addition to discussing Optimus V3, Musk also provided updates on Tesla’s production plans. He mentioned that Tesla’s affordable model is expected to enter production in the first half of 2025, with a ramp-up anticipated later in the year. When asked about Tesla’s investment in xAI, the CFO indicated that such matters would not be addressed during the earnings call.
Elon Musk also revealed that he is working on another Master Plan for Tesla, highlighting the company’s commitment to innovation and its potential to drive positive change in the world. In response to an investor question about HW3 vehicles, Tesla stated that its focus is on rolling out Unsupervised FSD to HW4 cars before addressing HW3 cars.
The discussion also touched on the impact of regulatory changes under the Trump administration on Megapack sales. Tesla remains optimistic about the growth of solar and battery projects and is forecasting a strong second half of the year. The company is set to launch its third Megafactory in Houston next year, further solidifying its presence in the renewable energy sector.
Analysts inquired about Tesla’s Robotaxi rollout and Elon Musk shared that the company has made significant progress, with over 7,000 driverless miles logged in Austin. He emphasized the focus on safety and cost-efficiency, stating that the Cybercab is designed to offer optimal value per mile.
When asked about his level of control over Tesla, Musk expressed concerns about activist investors and hinted at discussions during the upcoming annual shareholder meeting. He humorously mentioned the possibility of being joined by Optimus robots on stage at the meeting.
In response to questions about non-Tesla vehicles joining the Robotaxi network and FSD subscription trends, Tesla indicated a focus on safety and noted positive consumer adoption of FSD V12. Musk acknowledged that Tesla may face challenges in the short term but expressed confidence in the company’s long-term prospects once autonomy is fully implemented.
As the earnings call concluded, Musk joked about Tesla’s more affordable models and the company’s unique approach to xAI. He emphasized the importance of pursuing compelling endeavors in both superintelligence and real-world AI.
Overall, the earnings call provided insight into Tesla’s ongoing developments and future plans, showcasing the company’s commitment to innovation and sustainability. Investors and enthusiasts can look forward to exciting advancements in the coming months as Tesla continues to push the boundaries of technology and automation.