Tesla's Double Vision: Cars vs. Robots Elon Musk's recent earnings calls reveal a significant shift in focus away from traditional automotive concerns and towards AI and robotics.
While Tesla still sells hundreds of thousands of cars each quarter, generating nearly 70% of its revenue from vehicle sales, Musk's priorities have clearly moved elsewhere.
On his earnings calls, Musk now spends nearly 50% of his time discussing AI, robotaxis, and Full Self Driving software.