Robotaxis Over EVs: Musk Pivots Tesla Earnings Call Focus to Optimus and Autonomous Future

During the latest Tesla earnings call, CEO Elon Musk changed the focus entirely. Instead of discussing weak electric vehicle (EV) demand, Musk highlighted two future projects. These were the Robotaxi and the Optimus humanoid robot. This strategic pivot suggests Tesla’s priorities are shifting from traditional car sales.

Musk emphasized that true self-driving technology and robotics represent the company’s real value. He spent significant time discussing the future launch of the dedicated Robotaxi service. He claimed the Robotaxi business model would generate massive future revenue. He also touted the potential of the Optimus robot to automate factory labor.

This focus shift comes at a critical time. Tesla faces slowing EV sales and tough competition. By highlighting these ambitious AI and robotics projects, Musk is trying to boost investor confidence. He is arguing that Tesla should be valued more as a leading AI company than just a car manufacturer. Wall Street analysts noted the CEO gave little attention to questions about current EV production and sales challenges.