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![equilyse1 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1829453676387106817.png) Equilyse [@equilyse1](/creator/twitter/equilyse1) on x XXX followers
Created: 2025-07-24 11:35:30 UTC

$TSLA: Tesla's Q2 call revealed a XX% sequential automotive revenue jump fueled by Model Y, despite a XX% delivery increase. Rover Taxis launched in Austin, with eyes on expanding autonomous ride-hailing to cover roughly half the US population by year-end—pending regulatory green lights. Near-term headwinds include EV credit repeal and tariff impacts, costing ~$300M.

Elon Musk is betting big on Optimus—the humanoid robot—aiming for one million units annually within five years, potentially Tesla's "biggest product ever." Tesla's energy business is booming, upgrading MegaPacks and investing heavily in US manufacturing, including LFP cell production.

FSD adoption surged XX% with Version XX. Tesla is also developing Dojo X supercomputer and AI5 inference chip, with convergence between Dojo X and AI6 potentially revolutionizing cars, robots, and data centers. Musk voiced concerns over his XX% stake, given Tesla's AI/robotics push. #TSLA #AI #Robotics #FSD #EarningsCall

![](https://pbs.twimg.com/media/GwnqohVXAAAICvW.png)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948346297498419508/c:line.svg)

**Related Topics**
[elon musk](/topic/elon-musk)
[$300m](/topic/$300m)
[tariffs](/topic/tariffs)
[regulatory](/topic/regulatory)
[automotive](/topic/automotive)
[$tsla](/topic/$tsla)
[tesla](/topic/tesla)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/equilyse1/status/1948346297498419508)