Finally, Musk said Tesla is on track to have thousands of autonomous humanoid robots (called Optimus) working in its factories by year-end. He also informed analysts that the company aims to scale Optimus production to one million units per year by 2029, and he previously stated that a commercial launch is possible in the second half of 2026.

Tesla's earnings report missed estimates, with revenue down 9%. Read a recap of the analyst call, where Elon Musk talked tariffs, robotaxi, and more.