[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Earnings Whispers [@eWhispers](/creator/twitter/eWhispers) on x 528.3K followers Created: 2025-07-23 22:45:32 UTC $TSLA Conference Call Summary: Autonomy is the story. We had an exciting quarter with the successful launch of robotaxi. We are expanding the area, and we are working on regulatory permission in the Bay Area, Nevada, Arizona, and Florida. We think we’ll have it for about half of the U.S. by the end of the year, if the politicians stamp it. We don’t have approval for supervised FSD in Europe, but we think sales will improve once we do. Same for China. In the U.S., people should be able to add their own cars to the robotaxi fleet sometime next year. The $XXXXX EV credit ends at the end of the quarter, which we believe will drive demand this quarter, and we have limited supply, so you'd better order now if you want to get it before the credit runs out. We aren’t going to be able to make enough to meet demand before this credit expires. We are in this weird transition period where we lose a lot of incentives in the U.S., but there are a lot of incentives in many other parts of the world. On the other hand, autonomy is most advanced and most available in the U.S. Therefore, we could have a few rough quarters. I’m not saying we will, but we could. Either way, once we get autonomy at scale in the second half of next year, and certainly by the end of next year, we’d be surprised if Tesla’s economics were not very compelling. We have just begun explaining the benefits of FSD, but since launching version 12, we’ve seen a marked improvement in FSD adoption. It is up XX% since then. Still, half of the people who are eligible for FSD have never tried it even once, so we will have to show them the benefits. Seeing is believing. Tesla is, by far, the best in the world at real-world AI. We also have the best inference efficiency, or the intelligence per gigabyte. We are also really underrated in terms of AI chip design as well as AI software. There isn’t a chip in the world that we would prefer to put in our cars than our own. Right now, Optimus is walking around our office 24/7, and someday robots will be so common that you won’t even look up. We expect to have the prototype for Optimus X by the end of this year and then scale production next year. The S curve of the production ramp is always unpredictable, so it is easier to predict where we will be in five years than in one to two years. We would be shocked if we aren’t making XXXXXXX Optimus robots per month, five years from now.  XXXXXX engagements  **Related Topics** [stamp](/topic/stamp) [$tsla](/topic/$tsla) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/eWhispers/status/1948152528736285056)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Earnings Whispers @eWhispers on x 528.3K followers
Created: 2025-07-23 22:45:32 UTC
$TSLA Conference Call Summary: Autonomy is the story. We had an exciting quarter with the successful launch of robotaxi. We are expanding the area, and we are working on regulatory permission in the Bay Area, Nevada, Arizona, and Florida. We think we’ll have it for about half of the U.S. by the end of the year, if the politicians stamp it. We don’t have approval for supervised FSD in Europe, but we think sales will improve once we do. Same for China. In the U.S., people should be able to add their own cars to the robotaxi fleet sometime next year.
The $XXXXX EV credit ends at the end of the quarter, which we believe will drive demand this quarter, and we have limited supply, so you'd better order now if you want to get it before the credit runs out. We aren’t going to be able to make enough to meet demand before this credit expires. We are in this weird transition period where we lose a lot of incentives in the U.S., but there are a lot of incentives in many other parts of the world. On the other hand, autonomy is most advanced and most available in the U.S. Therefore, we could have a few rough quarters. I’m not saying we will, but we could. Either way, once we get autonomy at scale in the second half of next year, and certainly by the end of next year, we’d be surprised if Tesla’s economics were not very compelling.
We have just begun explaining the benefits of FSD, but since launching version 12, we’ve seen a marked improvement in FSD adoption. It is up XX% since then. Still, half of the people who are eligible for FSD have never tried it even once, so we will have to show them the benefits. Seeing is believing.
Tesla is, by far, the best in the world at real-world AI. We also have the best inference efficiency, or the intelligence per gigabyte. We are also really underrated in terms of AI chip design as well as AI software. There isn’t a chip in the world that we would prefer to put in our cars than our own.
Right now, Optimus is walking around our office 24/7, and someday robots will be so common that you won’t even look up. We expect to have the prototype for Optimus X by the end of this year and then scale production next year. The S curve of the production ramp is always unpredictable, so it is easier to predict where we will be in five years than in one to two years. We would be shocked if we aren’t making XXXXXXX Optimus robots per month, five years from now.
XXXXXX engagements
Related Topics stamp $tsla tesla stocks consumer cyclical stocks bitcoin treasuries