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Tesla First Earnings Call Where the Deck Has More AI, Robotaxi Than Car
['Brian Wang']
NextBigFuture.com
3 pages out of 11 pages of the meat of the Tesla deck are now AI, robotaxi FSD pages.
The quarterly deck finally reflects Tesla as more than a car company.
automatic Self-organizationCybercab, Tesla Semi and Megapack 3 are on schedule for volume production starting in 2026.
First generation production lines forOptimus are being installed in anticipation of volume production.
Tesla Stopping production of S/X in a couple of quarters and converting that space to build Teslabots.