Elon Musk spends half his time talking robots and AI on Tesla earnings calls
TechCrunch 3 weeks ago 30
Elon Musk now spends nearly 50% of his remarks on Tesla earnings calls discussing artificial intelligence, robotaxis, and the Optimus robot, up from 15-20% in 2022. Analysis of seven years of earnings call transcripts shows Musk's focus on AI and robotics has intensified as Tesla's car sales growth stalled, with robotics mentions rising from 2% in 2022 to 10% recently and reaching nearly a third of his remarks in Q3 2025. Other Tesla executives remain more focused on the automotive business at roughly 30% of their discussion time, indicating a divergence between Musk's AI-focused narrative and the company's actual revenue sources.
