Elon Musk is boldly reimagining Tesla as an AI and robotics powerhouse, even as cars remain the company’s cash cow—his earnings call rhetoric has shifted dramatically toward Optimus robots and self-driving taxis, with him warning skeptics they shouldn’t invest if they doubt full autonomy. While other Tesla execs still spend 30% of their time discussing cars, they echo Musk’s AI optimism when he leads the conversation, hinting at a future where robotics and AI will define Tesla’s next era—even if profits haven’t caught up yet.
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