Elon Musk Podcast Elon Musk's Tesla 2025 q3 investor relations
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Oct 24, 2025 
Elon Musk, CEO of Tesla and SpaceX, shares insights on Tesla's ambitious AI-driven plans, including the rollout of robotaxis and the Optimus humanoid program. He discusses the impressive capabilities of Megapack energy products and unveils Tesla's chip roadmap in collaboration with Samsung. Vibhav Taneja, Tesla's CFO, highlights record Q3 financial metrics, cash flow, and regional growth while addressing the challenges Tesla faces in scaling production. The conversation reveals a future of sustainable energy and AI integration, promising exciting developments ahead.
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Fleet-As-AI Platform
- Tesla claims it leads real-world AI by leveraging millions of deployed cars to scale FSD via software updates.
- Elon says unsupervised full self-driving clarity justifies rapid production expansion to match imminent robotaxi demand.
Batteries Multiply Grid Output
- Tesla argues battery storage can effectively double a grid's usable energy by smoothing day/night demand.
- Elon highlights Megapack as a fast lever to increase effective energy output without building new power plants.
Try Version 14 Now
- If you want to try Tesla's latest self-driving, select the advanced software option in your car settings to get Version 14.
- Elon encourages users to opt in so they can experience the new capabilities and provide feedback.