Elon Musk warns that initial production of Tesla’s Cybercab robotaxi and Optimus humanoid robot will be “agonizingly slow” before scaling up.

Tesla CEO Elon Musk announced a $2B investment into xAI and the discontinuation of Model S and Model X in order to support Optimus robot production.

Guidance for CapEx increased significantly from a projection of $9 billion in Q3 2025 to an expectation of more than $20 billion in 2026. Strategic focus shifted from scaling production and FSD rollout to major investments in AI, robotics, battery supply chain, and the wind-down of Model S/X.

Tesla gained 3% after Musk said Optimus humanoid robots will be sold to consumers by end of 2026 following safety testing.

TL;DR: Tesla secured a $10 billion order for up to 10,000 Optimus 3+ humanoid robots from PharmAGRI, aiming to restore U.S. drug manufacturing sovereignty. These robots will automate farm operations and pharmaceutical production, replacing low-wage jobs ...

Tesla’s revenue fell about 3% to roughly $94.83 billion in 2025, marking the company’s first annual decline in revenue.

Telsa’s revenue and profits tumbled in the fourth quarter, capping off the most difficult year for the electric automaker since it became profitable six years ago.