Moreover, Musk considers the electric vehicle (EV) range problem "solved" and warns automakers not to waste Tesla's time unless they are genuinely serious about Full Self-Driving (FSD).
The buzz over AI and autonomy is omnipresent in the tech industry, with numerous individuals and businesses developing their own AI models. It is evident that this trend is instilling confidence among investors, and Tesla's emphasis on AI and robotics appears to be making a substantial impact on the stock market.
Your daily update for all things electric and automotive innovation. Today, we're discussing investors prioritizing Tesla's technology rather than its vehicles, Elon Musk announcing that electric vehicle range is now a "solved" issue, and Tesla clarifying that it only wants to license Full Self-Driving capabilities to companies that are genuinely committed to it. Let's dive right in.
"Tesla's IPO Filing Sheds Light on Company's True Nature."
A milestone that no CEO would ever wish to achieve. In any scenario, investors would sound the alarm, demanding information on why Tesla's deliveries decreased in a growing market and what Tesla plans to do to remain competitive in the evolving electric vehicle landscape.
The conference call wasn't bogged down with frustrated investors seeking accountability. Instead, those same individuals homed in on what they genuinely believe is driving Tesla's worth: artificial intelligence, autonomy and humanoid robots.
Throughout 2025, something which appeared to be alluded to in Tesla's earnings report. However, contrary to analysts' expectations, not a single question was asked about a new model during the earnings call.
Instead, the conversation shifted to a sales pitch, overflowing with ideas about how Tesla's future aspirations extend far beyond mere automobiles. Musk dominated most of the call, enthusiastically highlighting the potential of Full Self-Driving capabilities, its Optimus humanoid robot, and Tesla's vision of AI assuming global dominance.
They are on an increasing trend as I write this.
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Musk earned the nickname of "The Dogefather" for more than just show.
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Investors are content to keep the enthusiasm train rolling. As long as Tesla is willing to present AI promises in abundance (along with a side of Optimus and Full Self-Driving capabilities as a bonus), the stock market will happily keep Tesla's automotive business secondary.
60%: Elon Musk Declares Range of Electric Vehicles "A Solved Problem"
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While he may have a valid point, the way he backs it up feels a bit questionable or speculative. Nevertheless, it does shed some light on why the CEO prefers to limit or phase out subsidies for the Electric Vehicle industry. Ultimately, one might wonder, if everyone is destined to make the transition, why should the company be burdened with the costs?
Musk made one specific statement that may not be well-received by those still hesitant to switch to EVs. He said the only thing stopping people from making the switch was the range issue, and according to him, that problem is now "solved".
Here is what Elon Musk stated during the earnings call:
I firmly believe that environmentally friendly transportation is inevitable. I'm confident that all modes of transportation will be autonomous, electric, including aviation, and it's no longer possible to halt this transition, much like the arrival of the internal combustion engine was irreversible.
It's the same even if you were the biggest advocate in the world for horses. "Not these modern cars that have just come out. You can't put a stop to the rise of the automobile. It's going to happen," and you certainly can't stop the advent of electric cars. It's going to happen. The only thing limiting electric cars was their range, and that is no longer a problem.
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Considering a range as "solved" brings a completely different perspective.
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For users outside the region or in more remote areas with limited charging infrastructure, alternative energy sources, such as solar panels or converters that recharge from a power outlet, will be available for use in the future.
It is evident that many automobile manufacturers recognize Electric Vehicle (EV) range as a field that needs improvement. In fact, numerous companies worldwide are actively working to improve energy density, which is the primary factor in enhancing EV range. Beyond the sheer amount of electricity a battery can store, several other factors have an impact on a battery's real-world performance, including charging speed, the number of cycles it can handle, and the ease of its manufacturing process. Achieving a balance among these various factors is the focus of many cutting-edge battery projects currently underway.
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Actually, "solving" it, as Elon Musk itself solemnly announced, is a entirely different matter.
It makes for a compelling phrase, surely.
85%: "We're Not Wasting Our Time On Automakers": Tesla Tells Competitors To Match FSD Ambitions
No partnerships have emerged publicly from efforts made by Elon Musk.
During Tesla's quarterly earnings call, Musk was asked if other companies were interested in purchasing Tesla's FSD software. His response made one thing clear: Tesla isn't interested in continually considering speculative offers. If another automaker is interested in acquiring the software, it should be prepared to make an unconditional offer. If that's not the case, it's best not to bother making contact.
Here's Elon Musk elaborating on discussions about licensing Full Self-Driving Technology (FSD):
We're witnessing substantial interest from major automobile manufacturers regarding licensing Tesla's Full Self-Driving technology. The best way for companies to understand this technology is to actually disassemble one of our cars, thereby letting them see the placement of the cameras and thermal requirements of the Tesla AI computer firsthand. This is more informative than sending over CAD illustrations.
We will focus on scenarios with extremely high volumes, as anything less would be too complex to be worthwhile. However, until fully autonomous vehicles are operating reliably across the entire United States without human oversight, we won't delve into drawn-out discussions with other teams on engineering matters.
I believe the interest level from other manufacturers to license FSD will be extremely high once it's apparent that "Unless you have FSD, you're dead."
It's worth noting that Musk also shared some additional information about Tesla's requirements for licensing FSD. It appears that although the company is "happy" to license its technology, it may not be willing to do so at this time. Musk stated that Tesla wouldn't "burden [its] engineering team with tedious discussions" until the automaker has ensured that FSD operates independently and across the entire US by the end of the year.
it works.
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100%: When Self-Driving Taxis Hit the Road, What Will Be The Biggest Challenge?
It aims to operate self-driving cars with "no one in them"—essentially meaning with no safety driver on board.
There is a lot to consider, but arguably the most notable insight is how many concerns people have about just how fast Tesla will need to adapt in order to meet this ambitious schedule.
There's also the issue of charging, considering Tesla would need to rely on existing production cars. Someone will still have to physically connect the cars to charging stations, and no one should forget the maintenance aspect, requiring humans to regularly clean and check the vehicles.
Due to the challenges surrounding the human resources required to make it a reality, it's unlikely that Tesla will have a fleet of Optimus robots handling all human tasks associated with the robotaxi network, at least not in June when it plans to launch, so some planning in this department is urgently needed.
What do you believe is the major obstacle that Tesla needs to overcome in order to make its robotaxi project a success? Please share your thoughts in the comments below.
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