Q2 2025 was a seminal point in Tesla’s history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in AI, robotics & related services (hi @robotaxi)We officially launched our Robotaxi service in Austin in June, with our camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles.Q2 HighlightsNorth America– Test drives in North America are up 20% sequentially (as you know, butts in seats . ...

There's heavy participation from the private sector at the summit. And one of those present on stage was Gecko Robotics co-founder CEO Jake Loosararian And you first. Let's just start with the basics.Your reaction to the AI action plan. It's detailed multiple, but what is the key component for you. I think the key component is it's very much all about energy.I mean, President Trump has been very clear that the country that's able to dominate energy and create and unleash it will be the ones that win the rac ...

AI & Robotics Focus - Tesla is transitioning beyond being just a "car company" [1] - The company is heavily investing in AI and robotics [1] Optimus Development - There is a 43% probability that Optimus, Tesla's humanoid robot, will be available for sale in 2026 [1] Robotaxi Deployment - There is a 56% probability that Tesla's robotaxis will be publicly available in 2025 [1] Future Outlook - The upcoming quarters are projected to be significant for Tesla [1]

Core Viewpoint - Tesla investors are focused on the company's long-term strategies, particularly in autonomous ride-hailing and humanoid robots, amid current sales challenges and market headwinds [1]. Group 1: Robotaxi - Tesla has initiated a pilot launch of its robotaxi service in Austin, with plans to expand to California and Phoenix [3]. - Elon Musk estimates that there could be around 1,000 robotaxis operating in Austin within the next few months [3]. - Investors are keen to understand the performance of robotaxis and the expected rate of expansion in terms of vehicles and geographic areas [3]. Group 2: Affordable Models - Investors are inquiring about the timeline for the development and production of more affordable Tesla models, emphasizing the need for cost reduction while maintaining profitability [4]. - Analysts have indicated that delivering a cheaper model is becoming increasingly crucial for Tesla as the company faces a sales slump [5]. Group 3: Full Self-Driving (FSD) - Currently, Tesla owners have access to Full Self-Driving (Supervised), which requires driver supervision [6]. - There is significant interest in the timeline and regulatory hurdles for the unsupervised version of FSD, with investors eager for updates on its availability for personal use [12]. - Musk has indicated that improvements in FSD will be integrated into the general production release, enhancing user experience [12]. Group 4: Optimus - Optimus, Tesla's humanoid robot, is viewed as a key component of the company's future, with Musk projecting it could generate substantial revenue [13]. - Investors are interested in the specific tasks Optimus is currently performing and the expected timeline for scaling production for external sales [14]. - There is a strong desire among investors to understand how Optimus will contribute to Tesla's revenue in the next 2-3 years [14].

People think Tesla is a car company.Tesla is an AI robotics company. https://t.co/aqusCNYRzi ...

Tesla Optimus serving popcorn like a pro. The robots are coming and it’ll change everything https://t.co/3ikacCyaIU ...

A sky full of buzzing robots has changed everything about how the war in Ukraine is conducted https://t.co/wtjjJNc05y ...

Industry Trends - Minimally invasive surgery is evolving from manual laparoscopy to telerobotic approaches [1] - The future of surgery is envisioned as a continuum of robotic, digital, and AI-informed solutions [2] - Simulation is becoming essential for training surgeons, especially for younger generations, and for simulating accidents and variations [5] Technological Advancements - Partnership with Nvidia accelerates development and enhances feasibility of surgical features [2] - AI is deemed necessary for making significant advancements in surgery [5] - Simulated environments are crucial for achieving proficiency and safety levels required for commercial products [3] Surgeon Well-being - Robotic systems offer the advantage of improving surgeon well-being [4] - Robotic assistance transforms demanding surgical experiences into ones that leave surgeons free of pain [4] Laparoscopy Challenges - Traditional laparoscopy can be terribly fatiguing for surgeons due to the need to control instruments and assistants [3]

Core Insights - ECARX Holdings Inc. has received ISO9001, ISO14001, and ISO45001 certifications, highlighting its commitment to quality, environmental management, and occupational health and safety [1][2][4] - These certifications are essential for collaboration with leading automakers and enhance ECARX's competitive positioning in the global automotive market [2][3][5] - The certifications facilitate entry into developed markets with stringent standards, allowing ECARX to integrate more effectively with global automotive platforms [3][4] Group 1 - The ISO certifications cover the entire lifecycle of intelligent cockpit and intelligent driving solutions, reinforcing ECARX's long-term investment in safe and efficient technologies [1][4] - ECARX's solutions currently power over 8.7 million vehicles worldwide, indicating a significant market presence [3][6] - The certifications will support future product releases beyond the automotive sector as ECARX expands into AI, robotics, and embodied-intelligence applications [4][5] Group 2 - Ziyu Shen, Chairman and CEO of ECARX, emphasized that these certifications enhance the company's competitive positioning and strengthen trust among global automakers [5] - Founded in 2017 and listed on Nasdaq in 2022, ECARX has over 1,800 employees across 12 major locations globally [6]

Industry Trend - Restaurants are adopting robots and drones to improve the speed and quality of food deliveries [1]