Tesla earnings calls are hardly ever fully regular.
Previously, CEO Elon Musk has gone off on tangents, insulted the analysts asking questions, and brought questions from a random Youtuber as a result of the analyst questions have been “so dry.”
Tesla simply had a record-setting quarter, delivering 497,000 autos and reporting a 29% improve in automotive revenues.
However all isn’t nicely in Teslaville, as rising prices damage income and the corporate lowered its capex steering for the 12 months, regardless of quite a few manufacturing initiatives it must fund.
“The efficiency of that revenue coming through tells us there is something broken down there in terms of the cost of doing business,” in response to Brian Mulberry, senior shopper portfolio supervisor at Zacks Funding Administration.
“A lot of investment is going into growing the Gigafactories, investments into cybertaxis, Optimus robot ramp… some capex spending is legit, and some of it represents inefficiencies.”
However whereas Elon Musk will get to talk his thoughts on the whole lot on X, the microblogging social media website he owns, he usually makes use of Tesla’s earnings calls to let his free-flowing creativeness roam.
Tesla’s Q3 2025 earnings name was no totally different. Listed below are three of the wildest statements Elon Musk made throughout this week’s name with traders and analysts.
Tesla CEO Elon Musk was in uncommon type through the Q3 earnings name.
Picture supply: Botsford/The Washington Put up through Getty Pictures
Elon Musk wonders whether or not Tesla vehicles dream of electrical sheep
Famed science fiction author Philip Okay. Dick’s brief story “Do Androids Dream of Electric Sheep?” is without doubt one of the seminal items of fiction writing within the twentieth century, and was the inspiration for the critically acclaimed Blade Runner movie from 1982 starring Harrison Ford.
The story’s central theme is whether or not non-sentient beings infused with synthetic intelligence, like androids, have the identical free will and rights as people imbued with pure intelligence.
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Elon Musk refers to Teslas as “robots on wheels,” and he let his thoughts wander about whether or not they get “bored,” contemplating how “intelligent” the autos are.
“It might almost be too much intelligence for a car. I do wonder, like, how much intelligence should you have in a car? It might get bored,” Musk stated in response to a query about increasing manufacturing capability.
“One of the things I thought of, like, well, if we’ve got all these cars that maybe are bored, well, why they’re sort of, if they are bored, we could actually have a giant distributed inference fleet. If they’re not actively driving, just have a giant distributed inference fleet.”
These idle autos would continuously be taught and share info as they deduce new particulars on the streets Tesla robots journey. Musk sees “maybe at some point” 100 million Teslas all studying and sharing info and fixing issues in the actual world.
Optimus, the money-making robotic, is coming quickly
A part of Elon Musk’s imaginative and prescient is a world free from mundane duties for the typical working particular person, with humanoid robots tirelessly doing these duties.
Musk sees Optimus as the important thing to that future, referring to the still-in-development bot as “the infinite money glitch.”
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“It’s difficult to express the magnitude of, like, if you’ve got something that, like, if Optimus, I think, probably achieves five times the productivity of a person per year because it can operate twenty-four seven. It doesn’t even need to charge. It can operate tethered,” Musk stated.
“It’s plugged in the whole time. That’s why I call it, like, if you’re true to sustainable abundance, where working will be optional. There’s a limit to how much AI can do in enhancing the productivity of humans. There is not really a limit to AI that is embodied. That’s why I called [it] the infinite money glitch.”
But when Musk believes much less clever Tesla autos can “get bored,” one has to wonder if he has thought of what else a humanoid robotic (with probably infinite intelligence and that’s chained to an outlet so it will possibly work nonstop) would possibly “get.”
As actor Jared Leto lately found, boredom would be the least of its points.
Elon Musk calls Glass Lewis, ISS “corporate terrorists”
Elon Musk would not appear to take challenges to his authority nicely, so when investor advisory companies ISS and Glass Lewis lately opposed Tesla’s pay bundle that would probably internet Musk $1 trillion in compensation, it was solely a matter of time earlier than Musk hit again.
Whereas Tesla has defended the pay bundle on social media, Musk himself hasn’t stated a lot publicly, till now.
“I just need enough voting control to give a strong influence, but not so much that I can’t be fired if I go insane. I think that sort of number is in the mid-twenties approximately,” Musk stated.
“Like I said, I just don’t feel comfortable building a robot army here and then being ousted because of some asinine recommendations from ISS and Glass Lewis who have no freaking clue. I mean, those guys are corporate terrorists,” he stated.
ISS and Glass Lewis didn’t return a request for remark.
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