Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk argued on Sunday that the company’s humanoid robot Optimus and Cybercab will account for most of Tesla’s worth, positioning robotics and artificial intelligence (AI) as the core of the long-term story rather than cars.
That view lands just days before Tesla’s third-quarter report, where updates on robotaxi and Optimus are expected to compete with the headline numbers for investor attention.
Musk Calls Roadster ‘Super Cool’
In his post, Musk said, "Optimus and Cybercab will be the vast majority of Tesla’s value."
Musk wrote that only a handful of areas can expand to "incredible size" economically, pointing to super intelligence, robots, solar power and mass-to-space as the categories he sees scaling the furthest.
He also said the Roadster remains in the plan because it is "super cool," despite not including it among the technologies he expects to scale to enormous economic size.
Tesla To Report Q3 Results
Tesla is scheduled to publish Q3 results after the close on Oct. 21, with analysts looking for earnings per share of $0.43 on revenue of $27.90 billion.
Musk’s post also tied the Cybercab and Optimus to a broader chain reaction, arguing that if Tesla succeeds in advanced AI and robotics, other ambitions become easier to pursue. In that context, Tesla has begun limited public Cybercab service, with Austin among the markets where the vehicles are operating.
Vehicle profitability is another pressure point heading into the print, with automotive gross margin expected to draw scrutiny after Tesla reported third-quarter deliveries of 486,532 vehicles, topping estimates.
Energy is also on the checklist, with attention on whether energy storage margins rebound after a steep second-quarter drop that followed deployments of 13.7 GWh.
Photo courtesy: Rokas Tenys on Shutterstock.com
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