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Time Details
2025-10-21
14:27
Tesla Q3 2025 Earnings Call: Key AI and Robotaxi Metrics, FSD Deployment, and Samsung Chip Deal Insights

According to @SawyerMerritt, Tesla's Q3 2025 earnings call will focus on critical AI-driven business queries, including detailed Robotaxi metrics such as fleet size, cumulative miles, completed rides, and intervention rates. Investors will seek updates on the timeline for removing safety drivers and the obstacles preventing full self-driving (FSD) deployment to customers, which are pivotal for scaling autonomous vehicle operations (source: @SawyerMerritt, Oct 21, 2025). The call will also address AI energy storage opportunities amid the current boom, exploring Tesla's plans to supply power to hyperscale data centers using Megapack and Powerwall technologies. Discussion will extend to the development of AI-powered humanoid robot Optimus, focusing on software, hardware engineering, and supply chain challenges for market readiness. Additionally, the $16.5B Samsung semiconductor deal will be scrutinized for its impact on Tesla's AI autonomy stack and confidence in Samsung's ability to deliver advanced chips for FSD hardware, with direct implications for Tesla's AI-driven product roadmap and competitive positioning in the autonomous mobility and energy sectors.

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