View all comments Tesla will also take questions from retail shareholders based on the most popular ones on Say. Here are the top 5 questions and my thoughts on them: Can you give us some insight how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors? Tesla has never released publicly any data about its self-driving efforts and it went out of its way to avoid reporting it to authorities and the public. I expect nothing here other than “we are growing as fast as regulators allow it”, which is a lie. Tesla still uses safety supervisors and mapping, which are the limiting factors. Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate? Tesla said that those cheaper models would come in the first half of 2025, but they didn’t. As we have previously mentioned, they are basically stripped down versions of the Model 3 and Model Y, allowing Tesla to reduce the base price. We expect them to launch after the federal tax credit to end at the end of Q3. What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline? Tesla hasn’t solved self-driving and it is not coming to consumer vehicles any time soon. What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years? Optimus has been the latest Musk grift to boost stock price. He claims that it will bringing tens of trillions of dollars in revenue, but as we recently reported, it is still heavily based on teleoperation by humans and currently only moves batteries around in Tesla’s factories at a rate lower than humans. When do you anticipate customer vehicles to receive unsupervised FSD? He is going to say “next year” like he has been saying every year for the last 6 years and again, it won’t happen. Anything to distract from the fact that Tesla might start to become unprofitable as soon as Q1 2026. Tesla’s earnings have been going down over the last 2 years and the trend is clear. Furthermore, the removal of the federal tax credit for EVs in the US, Tesla’s healthiest large market, and most ZEV credits going away are accelerating the trend in Q4 2025 and Q1 2026. Tune in with Electrek after market close today to get all the latest news from Tesla’s earnings, conference call, and now also an apparent “company update.” Add Electrek to your Google News feed.