Elon Musk frets over controlling Tesla’s ‘robot army’ as car biz rebounds slightly

Source: techcrunch
Author: Sean O'Kane
Published: 10/22/2025
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Read original articleTesla reported a record vehicle delivery quarter in Q3 2025, shipping 497,099 cars and generating $21.2 billion in automotive revenue, largely driven by U.S. customers taking advantage of expiring federal EV tax credits. Despite this sales rebound, Tesla’s profit was $1.4 billion—37% lower than the same quarter last year—due to a 50% increase in operating expenses, including significant spending on AI, R&D projects, and nearly $240 million in restructuring charges possibly linked to the shutdown of the Dojo supercomputer project. Tariffs also negatively impacted profits, with Tesla’s CFO estimating a $400 million hit, partly attributed to Musk’s political involvement.
CEO Elon Musk is increasingly focused on advancing Tesla’s AI ambitions, particularly the development of Full Self-Driving (FSD) technology, Robotaxi services, and the humanoid robot Optimus. Musk emphasized that Tesla is at a critical inflection point, aiming to scale these AI-driven initiatives to
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