Elon Musk makes a set of forecasts across Tesla’s latest revenue calls. Tesla CEO said 2025 could be a “vital” year for the company.
2025, the way Elon Musk sees it, could be a big year for Tesla.
Masks could become “crucial” for EV makers this year, especially in terms of autonomous artificial intelligence, and masks are the term for umbrellas that include Tesla’s humanoid robots and fully autonomous vehicles. It says it has sex.
“In fact, perhaps the most important year in Tesla’s history is probably ’25-,” Musk said in Tesla’s quarterly revenue call on January 29th. “A real-world AI as Tesla. ”
Tesla saw a choppy ocean as it reported a fall in sales from the previous year in 2024, but Tesla’s stock price rose several months after Donald Trump’s victory in November. Musk’s bet on Trump could also help pave the way for the federal approval of technology Tesla CEOs said is key to future growth, a fully autonomous vehicle.
Musk, a self-proclaimed optimist, tells investors that he assumes Tesla will ultimately be worth its market capitalization.
“I’m looking at the road, but I’m not saying it’s an easy road, but I think Tesla’s Road is the most valuable company in the world,” Musk said in Tesla’s fourth quarter. He spoke on a revenue call. “It’s probably more than a few times more, not even close. That means there’s a path that’s more valuable than Tesla’s next top five companies combined.”
As of February 14th, the top five most valuable companies in the world by market capitalization were Apple, Nvidia, Microsoft, Amazon and Google. Tesla is in 8th place on the list.
So how does Musk plan to cover his competitors? In short, it solves “autonomy.”
Thousands of Optimus Bots
Tesla unveiled the Optimus Humanoid Robot in 2021.
VCG/ Getty Images
Musk said the company plans to serve as “autonomous vehicles and autonomous humanoid robots” in 2025 after laying the extensive foundations last year.
The company says it is moving towards “structure construction” necessary to produce technologies that masks have been identified as important.
Musk said Tesla’s internal target is seeking production of around 10,000 Optimus robots, but recently hedged the target as likely to be unrealistic.
“Will we succeed in building 10,000 by the end of December this year? Perhaps not, but will we succeed in building thousands? “These thousands of Optimus robots will be useful by the end of the year. Are they doing that? Yes, I’m sure they’ll do something useful.”
Musk said Tesla plans to use bots internally at the Tesla factory to tackle “boring, annoying” and sometimes “dangerous” tasks. The Optimus model used by Tesla has announced fine tweaks for Production Design 2 and is scheduled to be released in 2026.
Musk previously estimated that if Optimus is finally ready to sell outside, the bot could ultimately cost between $20,000 and $30,000.
Currently, increasing production year-over-year is one of Tesla’s biggest goals. Musk said the company is aiming to “increase Optimus production faster than something has increased.”
“If it’s five times the amount of factors a year, it doesn’t take years to make 100 million things a year,” he said.
Tesla’s first Robotaxi ride unfolds
Tesla showed us what an autonomous ride app looks like at last year’s event.
Tesla
On the frontline of self-driving cars, Musk said he hopes 2025 will see a fully self-driving car rollout.
“But I think there are FSDs that are not monitored this year in almost every market. They are limited by regulatory issues, not technical capabilities,” Musk said. “And this year, FSD is not monitored in many cities this year, but next year it’s nationwide.”
Regulation scrutiny can prove to be a barrier. Tesla’s supervised FSD program is already under regulatory scrutiny. The National Highway Traffic Safety Administration began its investigation into technology in 2024 after reporting four conflicts that Tesla’s FSD was believed to be engaged.
Still, Musk said the technology itself is there. Thousands of Teslas are already “autonomously operating” on unsupervised FSDs at their California plant in Fremont. He added that Teslas will drive “wild” in Austin by June without monitoring, and California will continue by the end of the year.
“So what I’m saying is that this is not a distant mythical situation,” he said. “It’s literally five or six months away, five months away.”
Musk admitted that he has long promised FSD, but said he is confident Tesla can deliver it.
“I know some of these things I said for quite some time, “Well, Elon, a boy who cried like a wolf a few times,” Musk said. “But I’m telling you, this time there’s a damn wolf and you can drive it. In fact, it can drive you. It’s an autonomous wolf.”
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Expensive Tesla
Musk says he’s seeing cheaper Tesla finally hit the market in 2025. He previously said that a more affordable model could cost around $25,000, making it the first $30,000 Tesla.
“We plan to launch more affordable models in the first half of 2025 and continue to expand our lineup from there,” Tesla CFO Vaibhav Taneja said in the company’s latest revenue call.
Last year, Tesla sales were immersed in the face of increasing competition and increasing competition, particularly with Chinese rival BYD.
Regardless of Musk’s bigger choice, if the focus is on autonomy, then the majority of Tesla’s profits still stem from EV sales.
Low-cost vehicles can be built on Tesla’s “next-generation” vehicle platform, with the same production line pumping out both Tesla’s $25,000 vehicle and upcoming CyberCablot Taxi.
Musk previously said that Tesla had no plans to simply release a version of the Cybercab with steering wheel and pedals, so it’s not so clear what the low-cost vehicle will look like.
