*Top*

2025. ElonMusk: 1st Quarter update

Here is the “Mission Statement” and transcript “The Future” of Musk’s March 2025 presentation at Gigfactoryl, Austin TX.

It is followed by:

  • 500-word summary

  • 200-word opinion piece

  • The Video of Musk’s Presentation

Goto: to the Future

Goto: Optimus Update

Goto: Summary

Goto: Opinion piece

Goto: Video

Goto: End

Mission Statement

“Our mission is to accelerate the world's transition to sustainable energy it's only possible because of the incredible people here at Tesla they are

absolutely committed to the cause of sustainable energy and that is why we can do what no other company can

do we can make lower cost products that are still efficient and compelling and we can make them at scale we're going to build them all in Compact and high output factories that are easy for us to build quickly we work together in a way

that allows us to ask the hard questions this is the product that will retire fossil fuels we're not just creating products we're creating a movement toward sustainable energy for

everyone what we're trying to convey is a message of Hope and optimism optimism

that is based on actual physics both can and will move to a sustainable energy econ economy and will do so in your

lifetime the solution to scalable FSD is getting the architecture the data and

the compute just right and we have assembled a world-class team to execute on

this every truck that we put on the road that replaces a diesel truck makes a huge difference towards driving us

towards our total mission of sustainable energy and transportation you can see and you can feel the collaboration

that's happening and the pride that everyone has in working for Tesla.

The Future of Tesla

Well let me start off first by by

thanking everyone at Tesla for your incredible hard work um I mean the Tesla

team is an incredible team great human beings uh like I mean anyway some of the

finest people in the world uh work at Tesla uh designing and Manufacturing are

incredible products so my thanks to you for everything you're doing well done

so we're going to go through just a list of the incredible achievements of the Tesla team uh We've now produced over 7

million Vehicles 7

million in our in our first year of production we we produced just over 20

vehicles um and I thought well maybe we can be we might one day be able to do 10

or 20 a week instead of 10 or 20 a year um and the way things are tracking right

now we will actually have made over 10 million Vehicles next year so we'll pass

the 10 million vehicle cumulative that's a lot of cars man that's a lot of

cars so so it's it's really uh and it's incre

incredibly difficult as you know to design to build to manage the supply chain with thousands of suppliers make

sure everything arrives you got tens of thousands of parts make sure everything work Works uh then build the car service

the car um and it's uh it's it's really

difficult um I mean this frankly car is a tough a tough business um so but and

you know there are times uh when there are rocky moments like things are uh sto

like a little bit of Stormy Weather um but what I'm here to tell you is that the future is incredibly bright and

exciting and we're going to do things that no one I think has even dreamed of

um you know we we've said we're going to do it but I think until we actually do it people won't believe just how

incredible it is um so I'm going to go through all all of the things that uh that that we're accomplishing here so

once again thank you very much

so you know it's worth noting that Tesla remains uh the company of choice for

people to work for so we get millions of applications per year for a very small

number of spots um and we continue to be the the leading uh organization along

with SpaceX for engineering talent in the world um and also for manufacturing Talent really for it's like it's an

awesome place to work basically um and uh we because of our

growth there's a lot of opportunity for Upward Mobility .

I am going to talk you through just you know how I see the future unfolding and why I think uh it is going to be incredible um

so uh first of all as as always we care a lot about safety so the safety of our cars and the safety of people within the

factory so you can see that our work related injuries have declined over time so thank you for um helping make that

happen that's a collaborative effort so congratulations to the safety team on continuing to improve workplace safety

so one of the things that may seem like uh how do you how do you pull it all together is um you know where does Ai

and robots fit in this sort of sustainable energy picture like uh is that just like some weird side project

or or what you know um but it's it's because what we're really aiming for

here is maybe a better way to think about rather than sustainable energy is

sustainable abundance for all so if you think about like what is

the future that would what's what's the most exciting future that you could

possibly imagine like what is that future look like it's worth thinking about that just

just think just in just just imagine a future what does that that

amazing future look like how about a future where you can have any good or

service you want at will um a future of abundance for all or

really anyone can have anything it sounds impossible it sounds like surely such a thing cannot be the case but I'm

what I'm here to tell you is that that will indeed be the case that the future we're headed for is one where you can

literally just have anything you want like if there's a good or service

you want you'll be able to have it and and ultimately everyone in the world

will be able to have anything they want um what's key to that is Robotics

and AI so once you have self-driving cars and you have autonomous humanoid

robots where everyone can have their own personal C3PO and R2-D2 but even better

than that that's Optimus you can imagine like your own personal robot buddy uh that

is uh a great friend but also takes care of uh your house we will clean your house we mow the lawn uh we'll walk the

dog um we'll teach your kids uh we'll babysit um and and and we also also

enable the production of goods and services uh basically with no

limit um and when you combine that with sustainable energy from the Sun and

batteries uh we could Als at the same time also maintain a great uh environment so that I think is the

future that we that we want a future where uh nobody's nobody's in need you

can have what you want um and we still but we still have nature we still have

uh you know the the beautiful parts of nature that that we like

um I think that's probably the best future I can't like what other Future Would you want I think that's like the

cool future and also space travel let's not forget that um so if you can have basically

anything you want and travel to space and go to Mars and that would be it's

about as good as it gets you know it's like that's it so that's really what

we're what we're trying to do is take the set of actions most likely to lead to a great future for all so that's what

I mean by sustainable abundance um and uh the the the

combination of things that we're making um with Optimus and Ai and AI

compute will achieve uh an age of abundance for

all like actually so it's going to be pretty

great um and model y became uh the bestselling you know vehicle in the

world you know FYI we do make the best you

know you know it's uh how how we're doing our popularity well we actually literally make the best selling car on

Earth uh of any kind uh so so that's it ends for two years in a row so um and

it's going to be the best selling car on Earth again this year so

the Cyber truck became the bestselling electric vehicle pickup instantly because it's

awesome um and uh Tesla was the bestselling electric vehicle in Europe

uh the fastest growing brand in South Korea and we launched in a lot of new markets including Qatar Lithuania Chile

and the Philippines and we'll be uh opening in a whole bunch more markets as well so uh Teslas will be available

worldwide um so overall you know it's good um if you read the news it feels like

you know Armageddon um so I was like I can't walk past the TV without seeing a Tesla on fire like what's going

on um you know some people it's like listen I understand if you don't want to buy our product but you don't have to burn it down that's our bet unreasonable

you know like uh like this is psycho stop being psycho

okay um so uh and we launched the new model y congrats to the the team on on

so you know that's that's obviously very tough because we've got factories all across the world and we've got a change

over a global a supply chain on three three three basically three Supply chains on three continents um and uh I

think it an an amazing job of switching over the world's bestselling car globally uh in a in a very short period

of Time Well Done

guys and let s forget also we we upgraded model 3 uh last year so uh I

would encourage people to also buy the model 3 it's a great car actually so um and the Cyber truck is

achieved five star safety um you know these These Days uh you know sometimes

things get a little dangerous in the neighborhood and the Cyber truck being bulletproof and all uh can come in

handy so but apart from being bulletproof it's also very safe in a

crash um we're also uh building the Tesla semi Factory uh this is a vehicle

that some people said was impossible to build um that it defied physics uh well

not only does it not defy physics we're going to be making a lot of them so we're going to make a just a you know I

think ultimately we we'll make over a million Millions probably of the Tesla

semi um and this is really going to be something that will you'll see all over the place and it'll also be uh

autonomous or have the ability to be to go autonomous down the road so uh really autonomy is a massive

massive thing um the future is autonomous um so

I and I always sort of think like what will the future look like in five years or 10 years 20 years um and five years

from now uh autonomous cars are going to be everywhere primarily going to be Teslas by the way but autonomous Teslas

will be everywhere uh and and I think in five years probably we'll we'll have

regulatory approval I think globally so you'll have autonomous Teslas on every

continent uh taking people on trips and almost the

entire fleet which will pass 10 million Vehicles next year is capable of full

autonomy so it even without the the Cyber cab uh we still actually have a

gigantic Fleet uh that is capable of being autonomous and the thing about being an autonomous car is that it can

be used much more than a car that is not autonomous um a typical passenger vehicle car will be used about 10 hours

a week so might use it people might use it for an hour and a half a day on average for seven days which is about 10

hours a week but there are 168 hours in a week so if you have a car that that's

a robot car that can drive autonomously um it can now be used potentially for 80 maybe 100 hours a week so you could have a car that that has 10 times the

usefulness of of an of a of a non-autonomous car but it still costs the same in fact the fleet already built

so the software update is just enables that capability overnight you

have uh an increase in usefulness of 10 million cars that suddenly become like

50 million cars or maybe 80 or 100 million cars of usefulness

overnight that that's a profound thing like nothing like that has ever happened before there is no there is no analogy

that there's no nothing is there there's never been something where a software update

increased the value of a gigantic asset Base by a factor of like 500 to

1,000% so it's very difficult for like you know people in the stock market especially those that look in the

rearview mirror um which as most people um to imagine a future where suddenly a

10 million vehicle fleet has 5 to 10 times the the

usefulness it's it's so profound and and there's there's no comparison with

anything in the past that they just can't it does not compute but it will compute in the future um and some people

like uh Kathy Wood at Arin vest do see the future um so uh what I'm saying is hang

on to your stock so

so yeah it's it's really it's

mind-blowing then uh I want to give a shout out to service service is a tough job an important job um and it's

actually what uh Sells Cars long term you know because the the initial car is sold with sales but all future cars are

sold with service um and I always encourage our service team like let's try to give people a service experience

that they love not mer they like but that they love because people will talk about something that they love that was

an amazing experience but they they don't talk that much about things that they like you have to really do something amazing uh and then they'll

they'll they'll talk about it and be like wow that's incredible so uh thank you to the service team for the great

job you do

and I mean you can see sort of I like the sort of light map of superchargers um you can see you can go practically

anywhere in in the US uh Mexico Europe

China uh most well I guess not the Outback of Australia U but but you know

most of the places where people live um so our supercharge Network continues to

grow significantly um and we keep upgrading our supercharges uh this is in

fact I still run into a lot of people who don't realize that you can drive you take your Tesla on a road trip anywhere

in America or anywhere in Europe anywhere pretty much anywhere in China um just using the Tesla supercharge

Network and it's actually easy and convenient so people think that they're whatever the range of the car is that's

as far as they can go it's like no you can just stop at a supercharge Network the car's battery will last longer than

your bladder I'm pretty confident so that's really the threshold

as long as the car battery lasts longer than your bladder and you just plug it in then when when you go to the restroom and you come back and you know grab a

coffee or whatever and uh you're back on the road and everything's good then that that's the range that matters and the

supercharging speed that matters so um yeah so congrats to the

supercharge team on on on expanding Network do great great work there so

um and then uh the I mean the the mega pack and power wall team are really knocking it out of the park the demand

for B for stationary battery storage is gigantic um and I think that is actually

only going to increase dramatically over time so uh and the the we've got the

Shanghai Mega Factory that's uh got started in record time um in February con congrats to the the Shanghai Factory

team there that's

awesome and the the power wall 3 is it usually it usually takes about three major

technology iterations to for the a product to be great um and the power wall 3 really is a fantastic uh home

energy product and it's something that uh if you want to have ensure that your home has uninterrupted power uh during a

power adage the power wall 3 is is the way to go um and uh if you combine that

with uh solar you you can basically be off grid which is pretty cool uh but I think just having uh energy Insurance

like like being or energy assurance such that if the if the utility goes down um

you don't even notice like the lights are on in your house and your neighbors will come to you for health basically

that's actually what happens when somebody has a Tesla power wall uh and there's a power outage so that's that's

a great product um and then yeah MEAP pack especially at the utility scale is

the opportunity there is gigantic because it enables a utility grid to dramatically increase the output of

electricity because you can you can generate electricity at night and then megapack can provide that electricity

during the day uh because Normal electricity demand is very uneven there's a lot of electricity usage

during the day but limited at night so uh megapack actually has the potential

to increase the output of an existing uh electricity grid by more than double so

you can actually without building additional power plants double the the total output of energy in a year so it's

quite a profound thing um yeah so megaa is is also really good

at stabilizing the grid so if there there's if there's variations in power in the grid uh the MEAP pack can absorb

uh if there's a a big Power Spike and it can absorb and store the power and then if there's a drop in power it can fill

in the Gap so it's megapack is is excellent for uh stabilizing grid um and

and obviously it it matches very well with wind and solar

in in fact satellites are just uh solar panels and a battery that's how all

satellites work um and know with the the starlink satellite Network there's 7,000 satellites orbiting the Earth and all

they use is is solar panels and a battery and my prediction is longterm a

majority of power on Earth in fact eventually it might be like 90% or more

of all power on Earth will be solar panels with batteries that's my prediction my predictions have

pretty good track record so uh yeah and and the the power

walls can also act as kind of a virtual grid so if you have thousands of power walls in a neighborhood they can

actually work work in concert to stabilize the grid the V4 supercharger is pretty cool

um it enables uh charging at 500 kilow and the semi uh can charge at 1.2 megaw

so it's and it's smaller and lighter it's a big Improvement overall um and we rolling this out worldwide so it will

increase charging speeds um and uh yeah just enable you to get your C charge

really fast so um and then with regard to cell

manufacturing uh we we're at this point we think we're um making the the the

most efficient uh cell in the world meaning like the the lowest cost per kilowatt hour uh

cell so which is really pretty pretty good like there are entire companies

that all they do is make B uh lithium battery cells and for for us that's uh

one of many things that we do so uh congratulations to the the cell team um

on making the best cell

so that's that's really big deal um and then we we're we're also

investing in the whole battery supply chain so we have uh cathode production

uh we have lithium refining um and and then

more yeah hopefully we're sort of hoping someone else will do the uh the anode we

might have to do the anode I hope someone else does it why do we have to do all these things

um yeah a lot of people think like we we do this thing a lot of these things because we want to but really it's often

just because we didn't have any choice nobody else was doing it so we had to do it

so um so yeah a lot of new facturing Milestones so in Berlin we produced 660,000 drive units Premont we built our

first uh Optimus at the uh Optimus production line in Fremont um we're

preparing for cyat production here at gigafactory Austin and uh gigafactory

Shanghai created its three millionth car uh we're produce 160,000 uh KNX adapters

at gigafactory New York and we've got record battery pack production at uh gigafactory Nevada so congrats to

everyone we also just uh behind us um in the on the south side of the building uh

we have uh the Tesla what call cortex one it's like basically a giant brain

computer brain uh that is used for uh AI training so we take the vast amount of

video that we get from all the cars in the fleet and we use that to train the artificial intelligence to be able to drive the car and um and this is one of

the most powerful uh Training Systems in the world uh with over 50,000 uh gpus

active uh and soon to be 100,000 gpus which will make it I think probably top

five in the world in training

centers uh we're also Make continuing to make progress on our Dojo training supercomputer so we've got uh Dojo one

uh active now in G Factory New York and in paloalto uh and it's it is actively

working it's actually taking load on it's it's it's um it's doing a meaningful percentage well I guess 5%

whatever U but it's still something five maybe approaching 10% of the training

load of uh of the uh self-driving AI is

being done by uh Dojo um and then we've got Dojo 2 that's coming down the line

that'll be probably 10 times better than Dojo 1 and uh so it's sort of exciting

we're making good progress with Dojo I'm increasingly optimistic about the future of Dojo I think it's we got a real shot

here at at a breakthrough so congrats to the dojo

team and the all all all T of vehicles have now had uh what we call uh

autopilot Hardware 4 or really our ai4 hardware and it's a it's really it's

very powerful AI inference computer um and and but also operates at very low power

um and even to this day even though this was a this has been something we designed several years ago there

actually isn't anything on the market that we can buy that is better than ai4 so and obviously in the future years

we'll have a ai5 and ai6 sometimes people say should I wait I'm like well we're always going to have another

version so there's no point in Waiting because you'll be waiting forever um so uh but we obviously will'll have an

ai5 and an ai6 and an ai7 and we'll keep improving the the AI compute so for

those out there that are interested in developing Advanced chips uh come at

Tesla um and it it is always I think uh profound to to watch our cars driving

with no one in them and we actually have the cars doing useful work

for the first time with no one in them which I think is is really it's a significant Milestone um so the cars are

driving from End of Line in Fremont to park themselves um and I think we've just started uh doing that here in uh in

Austin so we'll we'll be uh yeah this car the car literally goes from endine

in Premont to to it to its destination parking spot where it gets picked up by

a truck for delivery to a customer with and a good does that with no in it and and it's not doing that all day every

day like it you know pretty much like it's just a matter of fact

thing yeah so let's see uh yeah and

obviously for anyone that's using it you can see the dramatic improvements uh in the uh UN in the U in full self- driving

where it's getting to the point where interventions are extremely rare and eventually they get to the point point

where there really is no need to intervene like the car is going to be better than human in fact maybe it's

it's it's worth emphasizing that it's not that it's not that Tesla full self-driving will be equal to humans in

safety it will be ultimately 10 times safer than a human because it never gets tired it doesn't you

know it like humans get tired and sometimes get wasted you know um and or

have arguments or change the radio or you know text I know no one in this audience would would ever text while

driving that'd be crazy uh but uh you know it does happen um so

if so the reality is that uh the psoft Tesla psoft driving will be vastly safer

than humans not just equivalent actually vastly safer um and it means you can do whatever you want while driving so even

if you don't like rent your car out for usage uh you can still um it frees up

your time so if let's say you're driving 10 12 hours a week or more it it gives you back 10 to 12 hours of your life which is extremely

cool.

Here comes Optimus

Optimus sure has come a long

way so the new Optimus a 22 degree of Freedom hand and forearm is now in

production um and it's loaring to walk and catch balls it's pretty

cool I mean I look that's where we came from it's wild so in a very short period

of time uh Optimus has gone from being an idea to the most sophisticated

humanoid robot on Earth there's nothing there's nothing even close to the level of sophistication of of Optimus and um

and Tesla has some important missing ingredients that that others don't have which is our our robot has a real

brain um it's like the wizard of o 10 man was that a harder brain one of the

two um

so it it's got a it's got the it's got the real world AI so it tells us the leader in real world AI um what we

learned went in the car we translate to to the Optimus robot um and we also trans take the our expertise in electric

motors in batteries Power Electronics uh structural design and then another major

important thing is that we're very good at manufacturing so in order for robots to be useful you have to they have to be

they have to be intelligent they have to be able to do useful things just by asking and you have to be able to make a

large number of them um at an affordable price this is what we can do we have the only company

with all the ingredients for making intelligent humanoid robots at scale is

Tesla this is a super big deal like my my prediction is that on this front is

that Optimus will be the biggest product of all time by far nothing will even be

close it'll be I think it'll be 10 times bigger than the next biggest product

ever made like that level

so yeah all right so with that um any

anybody have any

questions hey congratulations thank you from PA cool and we we rocket castings we do

yeah well um we do want to make we want to scale up production uh to new heights

um obviously with the with the Cyber cab you know we're we're going to be cyber cab is is not just revolutionary car

design it's also a revolutionary manufacturing process so I guess we

probably don't talk about that enough um but if you've seen U the design of the

Cyber cab line it doesn't look like a normal car manufacturing line um it

looks like a really high-speed consumer electronics line it's uh in fact the

line will move so fast that that actually people can't even get close to it like that's you know I I think it's

it'll be able to produce a car ultimately in less than 5 Seconds like can you imagine a car

coming off the line in less than 5 Seconds that's that's like whoa which which means casting got to happen

fast yeah yeah so I mean we got we got to jam the the liquid metal in cool it

down real fast like real fast and then um I guess maybe we need to like just

get even bigger casting machines sure why not you know down yeah let's 50,000

tons you know um cuz like then we can make with in a single casting machine we

could do like five at a time or something you know um trying to think

like how do you scale castings because because the you got liquid metal Metal's got to cool uh and You' got to automate you

know getting all the bits and pieces off the casting so it's usable um and that's

actually kind of how they do it in like small volume castings I like do have a casting block that'll make like you know 100 Matchbox cars at a time um maybe we

just make that real big yeah I mean we have the Cathedral of casting back there

so yeah let's do that I mean like let's let's see what what is the limit of what

is the limit of physics of how big can a casting machine be let's find out I'm

getting I'm down let's have some let's have some fun here push the limits of Technology all

right hi Elon I've been with Tesla for the last eight years it has been the most exhilarating eight years of my

career and truly want to thank you for your leadership um I also have two little thank you for your contribution

thank you thank you for your leadership I I also have two little

girls who spend their weekends cruising around in their very awesome cyber truck I'd love to know when we can add Optimus

to the family oh yeah it's a good question so um so this year we we hopefully will

be able to make about um 5,000 Optimus robots uh we're technically uh we're

aiming for enough parts to make 10,000 maybe 12,000 um but since it's a totally

new product with totally new you know like everything is totally new um I I'll say like we're succeeding if we get to

half of the 10 you know half of the 10,000 not but but even 5,000 robots that that's that's the size of a Roman

legion FYI which is like a little scary thought like a whole Legion of robots I be like whoa okay um but I think we I

think we will literally build a legion at least one Legion of robots uh this year um and then Pro probably 10 Legions

next year and I it's kind of a cool unit you know um units of

Legion um so probably 50,000 is next year um and then it's probably ready for to

I'm hopefully ready for Optimus to be used outside of Tesla controlled environment maybe around the middle of

next year second half of next year sometime um so

um so that's I think yeah sounds about right probably second half of next year is is

is when they'll be available and then we will um offer Optimus robots uh first to

uh Tesla employees uh so so you guys get the

priority there are some pluses and minuses to that you know um because it's

uh probably have a few bugs but uh but it's it's going to be very cool um you

definitely you'll want to invite your friends over and say check this out so that's the other

questions hi youan hey my name's Dom I've been here for a little over a year

now I work in people development okay we try to we make so many amazing things

right now it's still the people that do it yes when we think about applying first principles to the relationships

and the teams that people have how would you encourage us to think about that and

act on those first principles when it comes to relationships and teams

H well I think you know there there are actually quite a few things I've written over the years um that it would be good

to compile into like a I don't know booklet or something um because I

actually have to be reminded of those things myself and I'm like oh I remember that thing that I thought of after

making so many mistakes and and trying to make fewer mistakes um

so you know there like for example that like a fstep process of like make the requirements less dumb and then try to

delete the pro Pon process step only then optimize only then speed it up and only the fifth thing is automate um I

have to repeat that to myself many times because I've made that mistake of doing it backwards so many times um and

um you know I think always operating on the principle that everyone is wrong to some degree

and we should aspire to to be less wrong uh over time which we not always succeed in doing um but if you know if two days

out of three you're less wrong over time you're going to be your batting average is going to be really good uh so no

nobody ever bats a thousand but you can improve your vatting average so I think R

rigorous uh you know you want to critique yourself you want to internalize

responsibility um and these are all things I need to myself of you know just to be clear I'm not like suggesting I um

yes internalize responsibility be less wrong um and um

and we should remember what we should remember what is our what is our goal as a company our goal is to make amazing

products that people love um and then to take care of those products and service so we should say what what are we doing

to make our products uh better to make them more affordable uh to have the

customer experience be delightful um because that's actually the purpose

of a company people forget why does a company exist uh a company exists it's a group of people collected together to

produce a compelling product or service uh that others find useful and where the

value of the product and Service uh is greater than the cost of what it took to

make that product or service um so sometimes weirdly profit is like viewed

negatively but really profit is is is just the the the difference in value between the output and the input it's

like what did it cost you to make it and what it would cost you and what are people prepared to to pay for it that's

the value that you created so um and it's it's tough actually even

to maintain like a 10% profitability which is to make that make the output

10% more valuable than the input that's actually quite hard especially in the car industry which is very competitive

so we just not lose sight of like why are we here oh we're here to make useful products that people love you know and

um and take care take care of them over time so then how are we doing in that respect and how we how can we do that

better so

sure give what advice would you give a young person like um getting into the

stock market like oh h stock advice wow yes sir yes

sir as as I as I I think people can can perhaps tell um who are watching this

these these these questions are not prepared in advance this is literally random

questions from the crowd to be which is cool I actually I'm fine with that um

and and I think that it's going to sound very very straightforward

but you want to really buy stock in companies where you think the the

product that that company makes will be better in the future like like are they is that company going to make more and

better products um or like do you love the products that that company makes and

are they going to keep doing that and and like I think Tesla as I've just gone through Tesla is going to is has made

has a track record of having made many great products and we're going to make many more future great prods products

and um we're going to scale up production and I think we've demonstrated a level of innovation that is extremely rare

um I mean certainly by far the most Innovative company in the car industry like not even close type of thing um so

you know um I do think Tesla stock actually long

I think longterm with Optimus and self-driving uh Tesla will probably be the most valuable company in the world

um but there are also other companies out there that make great products and services so I think that's the way you

want to look at it say like is do you do you think this product because that's the reason why companies exist is to

make great products and services uh so if you think that a company's going to improve over time then buy the stock and

if you don't then don't and then the stock market is is it's a very strange

thing it's kind of like um you know I think it's Warren Buffett's sort of uh

metaphor or analogy is U you know stock market's like having someone stand at

the edge of your property or your house and and yell prices about to to buy buy

or sell your house every day and like sometimes they take their meds and sometimes they don't you know um so

sometimes the person yelling at the price of your house is uh having a good

day or Anton is having a bad day um but it's still the same house you're like I'm like this literally still the same

house like you know so Tesla stock goes up and it goes down um but actually it's

still the same company um it's just people's perception of the future um I

don't know I guess it's just very emotional you know so um but for me like while it's

difficult to predict how things will be from you know in the next say 6 to 12

months if you say like where will things be in 3 years or 5 years

the future of Tesla is incredibly

bright hi

hi yes you say will the robot take your job

job or what that's a fair question well

so yeah like as a robot GNA come steal your job a reasonable question um I

think what what what we'll find with the robots is that the there'll be a ratio of people to robots so you you'll

effectively end up having ma managing a group of robots

so you know you'll have like basically I don't know you'll flock or your group of robots that you take care of and and you

tell them what to do um and I don't know you'll have to look pack of robots

basically uh yeah you're promoted to

manager one way to think of it um I think the same thing will be true of cars like so for the self-driving cars

is is that people that are say um you know Uber drivers today or or something

like that or taxi drivers today will end up managing a fleet of of cars and um

and that'll be a much more effective use of their time you know just taking care of like 10 20 cars or however many they

can take care of so yeah hello my name is Adrian um you said

that your companies are made to make products people love yeah have you ever thought of uh airplanes or

trains yeah I mean I'd love I'd actually love to make airplanes especially um but

uh stretched pretty thin so I've like 17

jobs um at this point I just go to sleep work go to sleep the work and then do that seven days a week pretty much um

people say like where do you go on vacation I'm like what's that um you know um but I guess I like

being productive I like getting things done so I guess I could choose to be like on an island somewhere Sub in aay

Tai you know with uh Attractive people in bikinis and stuff H why wait why am I

not doing that what what a fool I've

been um so yeah

um I've actually thought about air aircraft designs for a long time um and

I think there's an interesting opportunity to make like an electric supersonic uh

VTO jet um you know the VTO is like cherry on

the cake but suddenly uh electric electric uh long range fast electric airplane would be

very cool uh you know maybe at some point we'll do

that yeah that'll be kind of fun um we do have the ingredients for it

so um

um and then there is the potential for again we're like thinking like pretty far into the future here of not not a

not a conventional train but the sort of hyperloop essentially

um a vacuum tunnels like tunnels where you draw vacuum so there's no air

resistance um and you have very highspeed

autonomous um electric pods in a vacuum tube

vacuum tunnel um that would allow you to go from City Center to city center much

faster than any airplane could possibly go um because going into the into the uh

an underground vacuum tunnel would uh it would be like teleporting to super high altitude effectively um which no plane

could do and then it could deliver you right to the center of a

city um and that I don't maybe that's some future collaboration with the boring

company and Tesla I got a million ideas the ideas are I had more ideas than I know what to

do with um ideas are kind of the easy part execution is the hard part as they say it's 1% inspiration 99% postp

paration work in manufacturing engineering since um 2018 I've done a

bunch of different things here kind of like Energy Products model 3 Model y cyber and now we're looking forward to

Optimus maybe the biggest product ever yeah um it will be and I think about the

the mission statement of the company and it's evolved it used to be a sustainable Transportation then sustainable energy

is it going to evolve again are we going to reformulate that officially um to

kind of explain to the world better about how Optimus and AI folds into the rest of the fabric of the company yeah

um I mean I touched on this briefly uh earlier but you're right that I think we do do need to articulate it uh more

prominently and maybe more often um because it's really about uh sustainable

abundance you know C can we have a future of abundance for all that is also

sustainable and compatible with um with nature so we're not destroying nature

but but you also get abundance for everyone on Earth sounds like the best possible future that's what we're trying

to do yeah

yes sir my name is uh Aaron Armstrong yes sir my name is uh Aaron Armstrong um it's not every day that you

get to be in the presence of somebody that's accumulated so much wealth and success so I just wanted to take this

opportunity to ask for any wisdoms or secrets that you may have to offer about this game of life that we're all trying

to play sure um I mean I try to tell say everything that I know um although

admittedly sometimes I'm you know like I posted on X I guess should ask the AI to

look through all of my exp posts and pick out the ones that are really good

um because I try to say any you know good ideas that I have um I try to post

them um yeah I I think generally it's good to

always be be curious um and to

you know uh to read widely like now read read a lot of interesting books especially history I find history really

interesting um and um I find like biographies and autobiographies to be

also very interesting um you know it's I think it's good to

read especially autobiographies uh where like you know somebody has done something incredible and they wrote they wrote the book

themselves or mostly themselves um that that'll give you a lot of ideas

um and um I mean something that I do is I'll

I'll get audio books because I got like so much going on in my mind when I it's kind of hard to go to sleep because it's

like having a computer browser with like 100 tabs open that's that's by the end

of the day I got like 100 tabs open like I I to close this browser you know that's my bra that's my brain um so then

I'll listen to an audio book and I'll put it on a timer and it's like 15 minutes it's like being like being read

a a Bedtime Story by your phone um so podcasts and um and

audiobooks um especially during at at bedtime or I find her

great or yeah sure

sorry I can't hear you oh there's there's a city in South

Texas which is Starbase so it's it's a city for uh it's the city is may be

sound makes it sound bigger than it is but it it is it's it's a really uh a a

small town plus uh a giant rocket Factory uh that's

Starbase um and it's uh yeah South Texas and Bas Texas right by the Rio Grand and

you can just literally drive there um because it's on the like a state highway

so you can just drive through it check it out um so um I do own a piece of

property that's just across the river uh that's kind of cool it used to be like a like a horse place like where they would

give horse riding lessons stuff um and at some point I think it would be cool

to I want to do like the this gigantic art project there that's like a looks

like an alien planet like right across the river uh but but like that people could

visit you know so then I might like live there occasionally but really it's it's

a place to like I don't know to Envision sort of an alien planet art project

across the river they're kind of cool

yeah yeah

uh do we see for see Tesla making a product that helps how spend money

um well I think the AI is going to help us spend money better um it's kind of

amazing you know what AI can do these days I don't know if anyone here has used Gro uh but it's pretty cool um Gro

voice can be really pretty great too I try Gro unhinged it's like it's

guaranteed to be entertaining at a party at 1,00% promise you if you if you try

grock Voice unhinged at a party this will be a very it's going to be a big hit so uh but you can also ask it any

questions um so like if you want to ask questions about like uh you know life

advice or things that or anything like you could really ask like you can ask it about cryptocurrency if you want um you

can ask it about medical advice you can ask any it's actually it's it's very good and it's getting better

so you know I think uh more use of try using Gro it's uh like it's really

pretty cool yeah

sure

cool um yeah

so we're in phase three of the master plan since master plan one and two have

been completed um enough now master plan part three is

a very long master plan because it's basically making all energy on Earth sustainable um and uh and I actually

need to supplement it with the sort of abundance for all um maybe that's master

plan 4 um I've kind of described master plan 4

essentially which is like uh autonomous cars autonomous humanoid robots

um you combine that with like solar and and battery storage and uh I think the

future is going to be incredible so I'll take a couple more questions and call it a night well I'll ask if if you haven't

asked a question before you can ask a question

okay oh well there are actually some Optimus robots being built in primont

right now um so we sure what that was

but um so we but we expect to have an Optimus

production line here as well so there'll be Optimus production uh starting in in uh the Bay Area um and then we we'll

have the uh even bigger Optimus production line here in

Austin yeah it's going to be a lot of robots so I mean

ultimately I mean I think I think there'll be we'll be making tens of millions of robots a year type of thing

it's like serious volume maybe 100 million robots a

year it's wild sounds good yeah all right one last question okay

it's about sustainability abundance

yes well yes I mean obviously Utopia could be dystopia uh so we have to like usually

any story about Utopia ends up being dystopia won't avoid that but nonetheless I think if you say what

future what's what's the best future you can think of I think a future of sustainable

abundance uh plus space travel that's pretty great

um

yeah oh we need we need

adversity well I mean you make a good point like we it like if things are actually get too easy maybe we get bored

and we we're not we you kind of want to to some overcome adversity um you know

it's like if you if you play a game of some kind you wanted the game to be not too easy and not too hard um and maybe

the future will be too easy potentially is what you're saying um it's a high

class problem you know um but um I think I think we'll still

have human to human competitions I if you look at say Athletics uh or even mind games like

chess although computers can beat any human at chess chess is actually at an

all-time high in popularity um and although you know cars can go faster than any humans we still

have athletic sports where humans compete against each other so I think we'll still have human versus human

competitiveness um I think long term we will also

have enhancement of humans or optionally if somebody wants to enhance like have

like cybernetic enhancements like with neuralink um you know if you want to go go

cybernetic and I don't know maybe have like super intelligence and be able to

see you know in different wavelengths um we we could absolutely provide

superhuman abilities fire VI a neur link in the future

so one thing's for sure the future is going to be very

interesting in fact I think the most generally I find that the most interesting outcome is the most

likely um or said in another way maybe the most entertaining outcome especially

if ironic is the most likely um it's almost like we're in a

alien Netflix series that's trying to have the highest possible ratings

and and like if you think about it like that's kind of what happens you know

which it doesn't mean it's always good because to your point if you you wouldn't really want to watch a show

where things at and sare gretay great I'm like oh that's boring um you want to watch a show where there's like a

narrative a where things go up and they go down they go back up again um and you

don't know what you don't know exactly what's going to happen next and uh I think we're we might be in

an alien Netflix series here so we're just going to keep the ratings up so we don't get canceled

all right thank you guys

Video

Summary

500-Word Summary of Musk’s Tesla 1st Quarter Update (March 21, 2025)

Elon Musk’s first-quarter update for Tesla in 2025 emphasizes the company’s mission to accelerate the transition to sustainable energy while envisioning a future of “sustainable abundance” for all. Delivered to Tesla employees, Musk highlights the dedication of the workforce, crediting them for Tesla’s ability to produce efficient, affordable, and scalable products that no other company can replicate. He underscores Tesla’s achievements, including over 7 million vehicles produced since its inception, with projections to exceed 10 million by next year. Key products like the Model Y, the world’s best-selling vehicle, and the Cybertruck, the top electric pickup, exemplify Tesla’s market dominance. The company continues to expand globally, entering markets like Qatar, Lithuania, Chile, and the Philippines, while enhancing its Supercharger network for seamless long-distance travel.


Musk details Tesla’s focus on autonomy and AI, pivotal to its future. Full Self-Driving (FSD) technology, powered by a world-class team and advanced computing like the Cortex One (with 50,000 GPUs), aims to make Tesla’s fleet—soon over 10 million vehicles—autonomous, increasing their utility tenfold via software updates. This shift could transform a car’s weekly usage from 10 hours to 80-100 hours, revolutionizing transportation economics. The Tesla Semi factory and Optimus humanoid robot production also signal bold steps toward sustainable transport and AI-driven abundance. Optimus, now with a sophisticated 22-degree-of-freedom hand, is poised to become Tesla’s biggest product, with plans for 5,000 units this year and 50,000 next year, eventually scaling to tens of millions annually.


Safety remains a priority, with declining workplace injuries and vehicles like the Cybertruck achieving five-star crash ratings. Tesla’s energy division excels with Powerwall 3 and Megapack, meeting surging demand for stationary storage and enabling grid stability with solar and wind. Musk envisions a future where 90% of Earth’s power comes from solar and batteries, a prediction he believes aligns with physics and his track record.


Musk paints an optimistic vision of a world where autonomous vehicles and robots eliminate scarcity, allowing anyone to have “anything they want” while preserving nature. He ties this to Tesla’s evolution from sustainable transportation to energy, now broadening to abundance through AI and robotics. Addressing employees’ questions, he discusses scaling production (e.g., Cybercab’s revolutionary manufacturing), applying first principles to teamwork, and even future ideas like electric supersonic VTOL jets and Hyperloop systems. Despite challenges like supply chain complexity and media exaggeration, Musk asserts Tesla’s future is “incredibly bright,” urging employees to focus on creating products people love and delivering exceptional service.

***Opinion

200-Word Opinion Piece

Elon Musk’s Tesla update is a masterclass in ambition, blending tangible achievements with a utopian vision that feels both inspiring and audacious. His focus on sustainable abundance—merging green energy with AI and robotics—pushes Tesla beyond a car company into a harbinger of a sci-fi future. The numbers impress: 7 million vehicles, Model Y’s global reign, and a Supercharger network that defies range anxiety. Yet, it’s the leap to autonomy and Optimus that electrifies the imagination. A fleet of 10 million self-driving cars, suddenly 10 times more useful, or legions of robots doing chores, could indeed redefine society. Musk’s optimism, grounded in physics, feels plausible when you consider Tesla’s track record.

End