Tesla's Risky Pivot: Betting Big on Robots Amid China EV Woes
Échec de l'ajout au panier.
Veuillez réessayer plus tard
Échec de l'ajout à la liste d'envies.
Veuillez réessayer plus tard
Échec de la suppression de la liste d’envies.
Veuillez réessayer plus tard
Échec du suivi du balado
Ne plus suivre le balado a échoué
Tesla's Risky Pivot: Betting Big on Robots Amid China EV Woes
-
Narrateur(s):
-
Auteur(s):
À propos de cet audio
Tesla is making headlines for all the wrong and right reasons this week. The most significant development is Tesla’s sharp pivot away from its automotive identity, with CEO Elon Musk boldly proclaiming that as much as 80 percent of Tesla’s value will soon come from its Optimus humanoid robot project. Musk made this claim on social media September 1, referencing dramatic plans to push Tesla deeper into robotics, AI, and automation, with initial goals of 5000 Optimus units built in 2025 for everything from factory labor to, believe it or not, babysitting. Analysts from Piper Sandler and Morgan Stanley are taking Musk seriously, forecasting that Optimus could cut labor costs and launch a new $100000-per-unit market segment, while Morgan claims it could allow Tesla to replace up to 10 percent of its factory staff, a multibillion-dollar cost saving. Still, the robots are not yet in the market, and this sudden shift in narrative comes as Tesla faces real business headwinds, especially in China, its second-largest market.
Tesla’s China woes deepened this week, with the company slashing the price of the newly launched Model 3 RWD Long Range by 10000 yuan just weeks after rollout, according to Electrek. The price cut follows slumping sales—a 6.3 percent year-on-year drop in China so far in 2025, despite China’s overall EV boom. Electric vehicle competition there is brutal, and desperate incentives ranging from referral bonuses and interest-free financing to insurance subsidies are rolling out to keep volumes up. Profit margins are reportedly razor thin, and there are credible analyst whispers that 2026 could see Tesla losing money in China unless conditions improve or the model lineup gets fresher fast.
Rumors are also swirling—covered by prominent YouTube commentators—that major hardware and feature upgrades are landing imminently for Model 3 and Model Y, including a front bumper camera, a 16-inch QHD display, new seat designs with enhanced thigh support, and a long-range rear-wheel-drive Model 3 variant boasting record range for the Chinese market. Some of these updates are confirmed by Tesla’s own product teasers, while others are typical of the fevered Tesla rumor machine, so as always, buyer beware—there may be new options and better pricing soon.
Tesla’s AI ambitions remain in the spotlight, as showcased by last night’s release of its Master Plan Part IV on X, which TechCrunch found rambling and unfocused—the latest sign of just how fast and loose the company is playing with its future storyline. Whether it’s a sign of visionary thinking or a company searching for its next big hit, one thing is clear: Tesla is betting its future on robots, AI compute, and relentless software innovation, while scrambling to keep its EV business afloat in a turbulent market climate.
Get the best deals https://amzn.to/3ODvOta
Pas encore de commentaire