Elon Musk Podcast Tesla Q4 and full year 2025 Financial Results and Q&A
39 snips
Jan 29, 2026 
Vivek, Tesla finance lead, summarizes margins, CAPEX, cash flow and 2026 guidance. Elon Musk, tech entrepreneur and CEO, discusses autonomy, Optimus robots, chip design and large-scale factories. They cover heavy 2026 capital plans, winding down Model S/X for robot lines, robotaxi rollouts and owner-participation, and ambitious solar, battery and Optimus scaling goals.
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Mission: Amazing Abundance
- Tesla updated its mission to 'amazing abundance' to signal optimism about a future of plentiful goods and services.
- Elon expects AI and robotics to drive a future of universal high income rather than basic income.
S and X To Make Way For Optimus
- Tesla will wind down Model S and X production to convert Fremont space into a million-unit Optimus line.
- The company is shifting capital and production focus from legacy models to autonomy and robots.
Spend Capital Where It Creates Future Value
- Prioritize capital allocation where it creates strategic future value and spend efficiently on big bets.
- Tesla focuses capex on batteries, solar cells, and AI chips to enable long-term growth.