# FSD
Latest news and articles about FSD
Total: 3 articles found
Tesla’s Pivot: From Carmaker in Retreat to AI Bet Worth $1.4tn — Can the Math Add Up?
Tesla’s 2025 results expose a company at a crossroads: vehicle deliveries and automotive margins have declined while investors have re‑priced the firm around an AI and energy future. Energy storage is the clearest near‑term bright spot, but Robotaxi, FSD and Optimus remain high‑risk, long‑dated bets whose commercial payoff will decide whether Tesla’s trillion‑dollar valuation is justified.
Musk at Davos: China Holds the Key to Powering an AI Future as Tesla Counts Down to FSD and Optimus Sales
At Davos, Elon Musk argued that electricity — not chips — will be the binding constraint on large-scale AI and robot deployment, praising China’s massive solar build-out as the practical remedy. He set aggressive timelines for RoboTaxis, FSD regulatory approvals in Europe and China, Optimus humanoid sales by late 2027, and space-based AI data centres enabled by fully reusable Starship launches.
Musk Doubles Down on Optimus: Tesla’s Bid to Become a Robot Company — Hype or Strategic Pivot?
Elon Musk says Tesla is “very likely” to evolve into a robotics company centred on the Optimus humanoid, asserting the business could dwarf Tesla’s current automotive operations. The claim follows weak global car sales and regulatory pressure on Tesla’s driving software, but turning a prototype humanoid into a mass‑market product faces steep technical, economic and regulatory hurdles.