Tesla, Inc. (NASDAQ:TSLA) Q4 2025 Earnings Call Transcript January 28, 2026Tesla, Inc. beats earnings expectations. This is definitely going to be a controversial thing, but I think Tesla needs to build a TerraFab. I actually think Tesla is ahead of the rest of the world in intelligence density of AI by an order of magnitude or more. We think Optimus will be much more capable than any robot that we are aware of under development in China. I think Tesla is the only company that actually has all three of those components.