Tesla has an earnings call today.

Q4 Shareholder Update → https://t.co/rd0ILdq7Hj

— Highlights

2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company.

We also laid the foundation for the future of Tesla by… pic.twitter.com/UqYYoCFkIR

— Tesla (@Tesla) January 28, 2026

2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company.

We also laid the foundation for the future of Tesla by further advancing FSD Supervised, launching our Robotaxi service, beginning to install production lines for Cybercab & fine-tuned our production-primed Optimus design while expanding our AI training infrastructure.

In 2026, we will further invest in the infrastructure needed to support clean energy + transport as well as autonomous robots.

This includes the ramp of 6 new production lines across vehicle, robots, energy storage & battery manufacturing.

We’re building a world of amazing abundance. LFG!

Automotive – APAC region continues to show strength across multiple markets & set a record for deliveries this quarter

– Preparations in North America continue for the production ramps of Tesla Semi & Cybercab, both commencing in the first half of 2026 & production of the next gen Roadster

Energy generation + storage – Highest quarterly energy storage deployments, driven by record Megapack deployments

– Total gross profit = $1.1 billion, marking our 5th consecutive record quarter!

– Megapack 3 & Megablock production starting at Megafactory Houston this year

– In 2025, Powerwall network supported more than 89k Virtual Power Plant events across >1 million installed units, saving homeowners >$1 billion in electricity bills

Robotics – Planning to unveil Optimus Gen 3 in Q1 this year, our first design meant for mass production

– Start of production planned by end of 2026, with eventual planned capacity of 1 million robots/year

AI Training Compute – Currently building Cortex 2 at Giga Texas to further increase our AI training compute capacity

– In the first half of 2026, we’re planning to more than double the size of onsite compute in Texas (in terms of H100 equivalents)

Battery – Our lithium refinery started pilot production. It is the first spodumene to lithium hydroxide refinery in North America, with a simpler, cheaper & more environmentally friendly process

– Started producing battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply

– We now produce dry electrode for 4680 cells with both anode + cathode made in Austin

– We expect both domestic cathode material in Austin & LFP lines in Nevada to begin production this year

AI Software – Shipped latest version of FSD Supervised (V14), which will drive you to your destination, find a free spot & park

AI Inference Compute – Development of our in-house, custom designed AI5 & AI6 inference chips for autonomy progressed during Q4, with production planned for 2027 & 2028 respectively

– Targeting a 50x improvement for AI5 compared to AI4, thanks to 10x raw compute, 9x memory capacity & 5x hardened block quantization & softmax function (= enabling efficient low precision computing without sacrificing model accuracy)

Automotive + Other Software – Robotaxi app no longer has a waitlist in the areas we serve

– Our vehicles keep getting better with over-the-air software updates: Grok w/ navigation commands, Photobooth, Supercharger Site Maps, Automatic HOV Routing, & more

Robotaxi – Began testing driverless Robotaxis in Austin in December & began removing safety monitor from customer rides in January

– Our Bay Area ridehailing service now serves SJC, with plans to expand to other Bay Area airports upon receiving required permitting

– Cumulative paid Robotaxi miles have now exceeded 600k

FSD Supervised – Launched in Korea, where customers drove >1 million kilometers in just one month

– We continue to pursue regulatory approval in China & Europe

– FSD Supervised subscriptions more than doubled in 2025

Screenshot

There was a mislabeling on AI4.5. There is no AI 4.5. It was a bad label.

Microsoft had good earnings numbers but the stock is down 6% or so right now.

Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.

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