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During the earnings call, Tesla disclosed plans for rapid advancements in their autonomous driving technology. They indicated that they aim to operate robo-taxis in 8 to 10 major metro areas across the United States by the end of the year. Furthermore, Tesla is targeting the removal of safety monitors in parts of Austin, Texas, also before year-end—all of which suggest a high level of confidence in their Full Self-Driving (FSD) system.
Additionally, Tesla shared goals for their humanoid robot Optimus, aiming for a first production goal of one million units. These numbers are not just ambitious—they are provocative, aiming to reshape market expectations and underscore Tesla's confidence in their AI and robotics capabilities.