[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.]  Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6350 followers Created: 2025-07-24 16:03:07 UTC $TSLA Tesla Management comments on the earnings call. Financial Performance Vaibhav Taneja, Chief Financial Officer "Despite reduction in regulatory credit revenue, total automotive revenue increased by XX% sequentially, even though total deliveries only improved 14%. This was primarily due to improved ASPs because of the new Model Y." Capital Allocation Vaibhav Taneja, Chief Financial Officer "Our latest expectation for the year in terms of CapEx is in excess of $X billion." Robotaxi Deployment Elon Musk, Chief Executive Officer "We were able to successfully launch RoboTaxi, providing our first drives with no one in the driver's seat for paying customers in Austin." Autonomous Expansion Elon Musk, Chief Executive Officer "We’ll probably have autonomous ride-hailing addressing half the population of the U.S. by the end of the year, subject to regulatory approvals." AI and Dojo Elon Musk, Chief Executive Officer "Dojo X is expected to be online next year, and AI5 chip will be a profound game changer. It’s so powerful we may need to nerf it for export compliance." Optimus Scale Elon Musk, Chief Executive Officer "We’ll have prototypes by the end of this year, and start scaling production next year. I’d be surprised if in five years we’re not making XXXXXXX Optimus robots a month." Battery Demand Elon Musk, Chief Executive Officer "The scale of battery demand is... you can run the power plants 24/7 at full capacity, thus doubling or more the energy output per year of the United States just with batteries." CyberCab Economics Elon Musk, Chief Executive Officer "The CyberCab has sub-$0.30 per mile potential over time, maybe even $0.25, due to its optimized design for autonomy." FSD Adoption Vaibhav Taneja, Chief Financial Officer "Even at $99/month, FSD is like having a personal chauffeur for $3.33/day. This is by far the biggest game-changer." Long-Term Vision Elon Musk, Chief Executive Officer "Provided we execute very well, Tesla has a shot at being the most valuable company in the world."  XXXXX engagements  **Related Topics** [quarterly earnings](/topic/quarterly-earnings) [$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/SergeyCYW/status/1948413645354107047)
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Sergey @SergeyCYW on x 6350 followers
Created: 2025-07-24 16:03:07 UTC
$TSLA Tesla Management comments on the earnings call.
Financial Performance Vaibhav Taneja, Chief Financial Officer "Despite reduction in regulatory credit revenue, total automotive revenue increased by XX% sequentially, even though total deliveries only improved 14%. This was primarily due to improved ASPs because of the new Model Y."
Capital Allocation Vaibhav Taneja, Chief Financial Officer "Our latest expectation for the year in terms of CapEx is in excess of $X billion."
Robotaxi Deployment Elon Musk, Chief Executive Officer "We were able to successfully launch RoboTaxi, providing our first drives with no one in the driver's seat for paying customers in Austin."
Autonomous Expansion Elon Musk, Chief Executive Officer "We’ll probably have autonomous ride-hailing addressing half the population of the U.S. by the end of the year, subject to regulatory approvals."
AI and Dojo Elon Musk, Chief Executive Officer "Dojo X is expected to be online next year, and AI5 chip will be a profound game changer. It’s so powerful we may need to nerf it for export compliance."
Optimus Scale Elon Musk, Chief Executive Officer "We’ll have prototypes by the end of this year, and start scaling production next year. I’d be surprised if in five years we’re not making XXXXXXX Optimus robots a month."
Battery Demand Elon Musk, Chief Executive Officer "The scale of battery demand is... you can run the power plants 24/7 at full capacity, thus doubling or more the energy output per year of the United States just with batteries."
CyberCab Economics Elon Musk, Chief Executive Officer "The CyberCab has sub-$0.30 per mile potential over time, maybe even $0.25, due to its optimized design for autonomy."
FSD Adoption Vaibhav Taneja, Chief Financial Officer "Even at $99/month, FSD is like having a personal chauffeur for $3.33/day. This is by far the biggest game-changer."
Long-Term Vision Elon Musk, Chief Executive Officer "Provided we execute very well, Tesla has a shot at being the most valuable company in the world."
XXXXX engagements
Related Topics quarterly earnings $tsla tesla stocks consumer cyclical stocks bitcoin treasuries