Core Viewpoint - Tesla Inc. is shifting its focus towards robotics and autonomous driving, planning a $20 billion investment this year to support this transition as its traditional vehicle sales face challenges [1]. Group 1: Investment and Strategic Focus - The company aims to scale up production, enhance factory operations, and expand the output of Optimus humanoid robots and Robotaxi vehicles [2]. - Tesla plans to invest approximately $2 billion into xAI, Elon Musk's artificial intelligence startup, despite a previous unsuccessful shareholder vote [4][7]. - The investment in xAI is expected to strengthen Tesla's capabilities in developing AI products and services [5]. Group 2: Production Changes - Tesla is halting production of its Model S and Model X vehicles, reallocating resources in Fremont, California, to focus on Optimus production [3]. - The Model S and Model X are considered low-volume vehicles compared to the more affordable Model 3 and Model Y [3]. Group 3: Financial Performance - Adjusted earnings per share for the quarter were reported at 50 cents, exceeding analyst expectations and marking a positive sign amid declining EV demand [9]. - Tesla reported a 9% decline in 2025 vehicle deliveries compared to the previous year, with a sharper 16% drop in the fourth quarter [10]. - Revenue from regulatory credits fell by 22% in the fourth quarter, indicating a reduction in this revenue stream due to regulatory changes [12]. Group 4: Autonomous Driving Initiatives - Tesla aims to expand its robotaxi business to several major cities, including Dallas, Houston, and Miami, in the first half of the year [14]. - The company has begun rolling out robotaxis without human driver supervision in Austin, a significant milestone in its autonomous driving efforts [15].

A Grandma gets her first experience with a Tesla and Full Self Driving https://t.co/rgKUtGzz0z ...

Vibes with Tesla Full Self Driving and only supervisingMade with Grok Imagine https://t.co/1e0so5ZefP ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Witnessing @MrColionNoir First Cybertruck Ride with Tesla Chief Designer Franz von Holzhausen @woodhaus2 !I was right there when Tesla's Franz von Holzhausen gave Colion Noir his very first ride in the Cybertruck. Colion's driven everything – lifted trucks, high-performance rigs, you name it – but this?This blew him away completely. The instant acceleration hit like nothing else, the steer-by-wire and four-wheel steering felt revolutionary, full self driving, t ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Witnessing @MrColionNoir First Cybertruck Ride with Tesla Chief Designer Franz von Holzhausen @woodhaus2 !I was right there when Tesla's Franz von Holzhausen gave Colion Noir his very first ride in the Cybertruck. Colion's driven everything – lifted trucks, high-performance rigs, you name it – but this?This blew him away completely. The instant acceleration hit like nothing else, the steer-by-wire and four-wheel steering felt revolutionary, full self driving, t ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Witnessing @MrColionNoir First Cybertruck Ride with Tesla Chief Designer Franz von Holzhausen @woodhaus2 !I was right there when Tesla's Franz von Holzhausen gave Colion Noir his very first ride in the Cybertruck. Colion's driven everything – lifted trucks, high-performance rigs, you name it – but this?This blew him away completely. The instant acceleration hit like nothing else, the steer-by-wire and four-wheel steering felt revolutionary, full self driving, t ...

Core Insights - Baidu's strategic expansion of Apollo Go internationally marks a significant development in the autonomous ride-hailing sector, aiming to establish it as a global mobility platform rather than just a domestic showcase [1] Group 1: International Expansion - Apollo Go has launched services in Switzerland with PostBus and secured complete driverless commercial permits in Abu Dhabi, while testing zones have expanded in Hong Kong [2] - By November 2025, Apollo Go is projected to surpass 17 million cumulative public rides and expand its service footprint to 22 cities, with weekly fully driverless rides exceeding 250,000 [2] Group 2: Economic Signals - Several cities are already profitable on a unit basis, with expectations for more profitability in 2026 as utilization improves and asset-light partnerships develop [3] - The Zacks Consensus Estimate for fourth-quarter 2025 revenues is $4.62 billion, reflecting a 1.09% year-over-year decline, indicating that Apollo Go has not yet fully mitigated broader revenue pressures [3] Group 3: Competitive Landscape - Competition in the autonomous mobility sector is intensifying, with Tesla and Alphabet scaling their platforms, which increasingly overlap with Baidu's objectives [4] - Tesla is enhancing its Full Self Driving capabilities, while Alphabet is expanding Waymo's robotaxi network, creating competitive pressure for Baidu as it enters global markets [4] Group 4: Financial Performance - Baidu's shares have increased by 49.2% over the past six months, underperforming the Zacks Internet - Services industry's growth of 76.1% but outperforming the Zacks Computer and Technology sector's increase of 28.4% [5] - The forward 12-month price/earnings ratio for Baidu is 20.09X, which is below the industry average of 29.44X [9] - The Zacks Consensus Estimate for Baidu's fourth-quarter 2025 earnings is $1.5 per share, indicating a 42.97% year-over-year decline [11]

Check your Full self driving stats in your Tesla, only for those who have 14.2 or higher. https://t.co/sJR1rqUUUN ...

CoolKaizen D. Asiedu (@thatsKAIZEN):Full Self Driving is an upgrade in every way:- I can be present in conversations with friends while driving.- I get more work done.- I can explore complex ideas with AI.- Driving is less stressful, especially in cities.95% of my driving is automated - it’s that good. ...

It’s a game changerKaizen D. Asiedu (@thatsKAIZEN):Full Self Driving is an upgrade in every way:- I can be present in conversations with friends while driving.- I get more work done.- I can explore complex ideas with AI.- Driving is less stressful, especially in cities.95% of my driving is automated - it’s that good. ...