Tesla to Mars #47 - Tesla Earnings: Crisis or Comeback? | Robotaxi & Optimus Update
Update: 2025-07-28
Description
Tesla just dropped their Q2 earnings and the numbers are rough — but is it a short-term dip or the setup for something bigger? In this episode, Kees, Demian & Kenny break it all down: from margin pressure and underperforming Cybertrucks to a massive Robotaxi and Optimus expansion plan.
In episode 47 we cover:
📉 Earnings Breakdown
- Revenue and profit drop significantly
- Cybertruck & Model S/X sales disappoint
- Energy storage segment sees explosive growth
🤖 AI, Robotaxis & Robots
- Elon: Robotaxi coverage expanding to 50% of the U.S.
- Optimus: ramping up to 1 million units?
- FSD adoption still low — and many drivers don’t even know it exists
⚡ Strategic Shifts
- Batteries & energy as the next growth wave
- Cheaper Tesla models in the works
- Will Tesla licensing FSD help accelerate adoption?
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