Tesla(US:TSLA) Benzinga·2025-11-19 04:49Core Insights - Tesla CEO Elon Musk anticipates a significant valuation change for Tesla when the company achieves "unsupervised self-driving at scale" and an even larger change when the Optimus humanoid robot reaches volume production [2][5] Group 1: Tesla's Self-Driving Technology - Musk emphasized that the lack of AI spending for training Tesla's Full Self-Driving (FSD) system is not a limiting factor, as the vehicles gather real-world data during driving [3] - Former AI lead Andrej Karpathy praised Tesla's FSD system, describing a driving experience comparable to being on a magnetic levitation train [4] Group 2: Optimus Robot - Musk has positioned the Optimus robot as a transformative technology for Tesla, claiming it could address labor shortages in Japan and potentially eliminate poverty [5] - He suggested that Optimus could provide universal income and perform complex tasks such as surgery, highlighting its potential impact on society [5] Group 3: Market Context - Nvidia is set to report its Q3 earnings, which is seen as a critical indicator for the AI industry, with the company recently achieving a $5 trillion valuation [6] - Tesla's stock performance showed a decline, with shares slipping 1.88% to $401.25 at market close [7]