I haven’t seen so much unintentional Tesla humor in a while
Article text, lightly edited for formatting and clarity. How investors should look at the new Tesla as it leaves EVs behind This is The Takeaway from today's Morning Brief, which you can sign upto receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings Many investors have danced around a growing debate on Tesla (TSLA) and its stock for the better part of two years. Should Elon Musk's EV creation be viewed as a car company anymore? Or, should it be viewed as a pure tech play whose future will depend on humanoid robots, robotaxis, and advanced chip manufacturing? An argument could be made that Tesla's outsized valuation already reflects the view that the company is not an automaker. The stock's forward price-to-earnings ratio of 196 times is more tech growth stock oriented than the single-digit multiples seen at traditional automakers General Motors (GM) and Ford (F). But I am here today to officially call it. As of Feb. 1, 2026, I believe Tesla should no longer be viewed as an automaker. Stop sweating these monthly delivery reports, which will suck for 2026, as they did in 2025. In fact, I think it's reasonable to assume that in under three years, Tesla will no longer make cars and SUVs for passengers. I can see the company making Tesla semitrucks and maybe a few bespoke iterations of the new Roadster for rich people. Using Yahoo Scout AI (below), you can see the main drivers of Tesla's future valuation will be way different than how it derived value in the past. The entire company will be humanoid production, robotaxi production, energy production, chipmaking, and whatever else Musk cooks up that ties back to high-margin software. Where does this call come from? The tea leaves Musk dropped this week on his earnings call. Now, let me say this: I loved the more emotional Musk on the Tesla earnings call, loved that he thinks we are entering an age of amazing abundance, and appreciated that he got sad when talking about scrapping the Model S and Model X to cut costs and use their factory lines to make those aforementioned humanoid robots. Maybe the Cybertruck should be next — who doesn't hate trying to park a car next to one of those monsters? So why did investors like the quarter in which total deliveries tanked 16%? Because people don’t want electric cars? He told us Tesla is about to embark on a major — potentially more lucrative — reinvention: He changed the mission statement of the company to "amazing abundance." He started the call off with this one. He said he wants to build chips out of something called a TerraFab. It will cost billions to do this, but Tesla supporters see this as an ultimate bullish long-term indicator. He is scrapping the Model S and X to build robots. This is the year of the robotaxi production ramp. I didn't hear anything about new Tesla models for passenger ownership, though he dropped the company is looking to debut the new Roadster in April. "If we [halve] Elon Musk’s million Optimus per year capacity to 500,000 and assume a $50,000 average selling price, that’s $25 billion," William Blair analyst Jed Dorsheimer wrote in a note. "It’s clear to us why the company is making this trade. Optimus V3 will make its debut this year, with production starting in 2027." $25 billion is a lot of money hauled in potentially from robots — probably a lot more than trying to make electric vehicles that people don't want anymore. Brian Sozziis Yahoo Finance's Executive Editor and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com.
I look at Tesla as a company that is ran by a pedo. Hope it goes bankrupt.
Disgust. Investors should look at Tesla with disgust. There’s your answer.
pedo-nazi
The Optimus robot doesn’t need rest or sleep. It can get you invited to the wildest parties on Epstein Island while you are busy posting on X
Wow. I’m amazed. The view inside Elon’s ass is quite spectacular it seems like, unless the fumes are inducing hallucinations. I’m not showing my head up there to find out though. So I will just speculate for myself on what the author saw in there
Suspicion would have been my first thought, but disgust with the leader is fine too.
The words of a guy so over leveraged in his positions he desperately needs to find any hope to cling to
Musk has finally fully embraced the company's true role as a ponzi scheme. Too bad so many investors have been roped into this by virtue of owning index funds.
>potentially more lucrative What evidence is there that robotaxis, which tesla doesn't even have, are more lucrative? Taxis and ride sharing aren't currently known for high margins.
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Where in the fuck are the 500k-1m people willing and able to shell out $50k for robots that won’t even be able load a goddamn dishwasher by 2027?
If we are no longer viewing Tesla as a car company then the stock price should re-adjust to reflect the subtraction of the car production milestones that caused it to rise. Make no sense any other way. Unless you are just looking for a justification to ignore bad results.
(girls FTW!)
"If we halve Elon's nonsensical sales estimate to an equally nonsensical number, it's a lotta money. So that totally must be true" How does that analyst have a job?
"The entire company will be humanoid production, robotaxi production, energy production, chipmaking, and whatever else Musk cooks up that ties back to high-margin software." In other words, they are dead. Tesla isn't close to being the leader in any of these fields. Ten years ago, it *was* the clear leader in ev's, but they managed to piss that away through incompetence.
They're the same million people who couldn't wait to buy the cyber truck, lol
Cough… sex robot… cough, cough
Time to contact ETFs and index funds that invest in Tesla, and let them know we are divesting.
Little to none. If what the felon CEO says would happen - like they can flip a switch and millions of their cars could magically become automated taxis - then the taxi market - already saturated by manned taxis would become swamped by loads more taxis. More competition, the same demand - drives down prices to rock bottom... No-one is making money.
This article feels like it was written by an abused spouse who is making a list of all the reasons their partner really is going to change this time.
Musk is going to sell his Optimus robots to Russia for the next meat wave.
They're out there, it's just that they are too busy riding around on their Segways right now. You know, the devices that revolutionized personal transportation and the way cities are planned. /s
Cybertrucks are going to be the new delivery vehicles for future Tesla snake oil.
Contact the people slobbering over Musk and ask them this exact question; it's a great one. Maybe even a letter to an editor, or many letters to many organizations. Heck, ask Jim "Mad Money" Cramer, the Fox Business chuds, or even Dave Ramsey and Suzie Orman, lol.
What kind of drugs is the author of that article on because I want some now.
Tesla is going to make robotaxis, and make robots to also sit in those robotaxis. The vehicles need to be built for its robot customers, and robot customers need to be built to ride in the robotaxis. It's beautiful! A closed circle, if you will.
A realdoll is cheaper.
*females (incels always call their unobtainable potential victims females)
You will eventually look at Tesla the same way you look at Woolworth, Kodak, Blockbuster, Sears..... Nobody is gonna buy your stupid robot.
Maybe not. I think Musk is a terrible person. You can be disgusted by him. But it might well be a smarter business decision for tesla to pivot to selling robots and automation rather than cars. Tesla's advantage in cars is quickly disappearing. The Chinese cars are going to blow away tesla on terms of cost and features. The other car manufacturers have been catching up and providing comfort and choices that beat tesla. Self driving is just going to become a commodity standard feature across all makes and models within a decade. In cars, tesla is going to quickly have zero advantages. This might be the correct move for tesla shareholders.
The fact investors that they can magically turn a factory and production line that makes cars into robots just like that is comical. It would take an astronomical amount of money (which Tesla doesn't have, and good luck getting Musk to open his own wallet) as well as time which their one avenue of income that actually still profits is treanding downwards.
(girls FTW!) is a direct Elon quote though
It's an unproven product and an unproven market. Hilarious to think it's worth anything close to current valuations. The wildcard is merging Tesla with SpaceX and/or Xai.
That’s a lot nicer than what I’ve heard them call them. It’s usually just “holes” 🤮.
Hey now, Musk has already told you he knows more about manufacturing than any person alive on earth
I got a hundred on Space X buys out Tesla right before the IPO. The board makes billions and the retail market mops up the difference.
What’s really funny is that it took me a second to realize you just copied the article here. I legit thought this was really well done satire for the first half. That’s where we are at now though. Things are so crazy that it seems like people are just fucking with you when they describe it.
You all can laugh while Tesla’s be the first (and probably only) stock listed on the Martian exchange. /s
Love how humanoid robots are being pitched as useful for the common person They are nowhere near capable of being useful for consumers. In some mythical future, maybe Not today
Oh man someone will be quite embarrassed about what they wrote somewhat soon… this is like the worst of the worst of the pre-dotcom-bubble gibberish. The icing on the cake is how they equate revenue with profits at the end. No, if he sells it for $50,000 he will not make $50,000 in profit for each. Its not 25bn profit but revenue. And they made $94bn in revenue already last year - so this is _tanking_ the company even if it’s successful…
We're truly living in post-truth capitalism. The CEO is a drug-abusing, authoritarian with ties to Epstein; he over-stated his CV, displayed fake prototypes at the 2024 We Robot event, and helmed possibly the biggest flop in automotive history- Yet the "legacy media" that he constantly complains about never fails to glaze him.
That we are having a discussion that includes a realdoll and price comparisons tells me how seriously overpriced this stock is.
Amazon already has almost a million robots working in warehouses, car manufacturing has thousands doing welds … None of them are humanoid or need to be.
as a scam.
Pivoting to "robots" is absolutely asinine. The market for robots for the average household is basically nonexistent.
Of those categories, I can't even tell which one is the most ridiculous claim at this point. Maybe optimus production or chipmaking. Good luck catching up with chipmakers with decades of experience with Musk's hopium...
It’s just a car company that should be trading at 8-10x earnings that is run by a racist pedophile CEO who regularly commits securities fraud. That’s what you’re investing into
I could not thinknof any reasons why „Analysts“ like this can demand such high wages.
You should look at it like this is the guy that Will bullshit.His way out of every fucking shit. You know he can’t compete with Chinese EV he’s looking for a way out. And of course, the best way out is to give Hope and dreams …. Again. 😂 unfortunately people will eat up all the shit he made up. 🤦♂️ that was me too back in the day.
This guy probably works on commission.
Looking forward to having Optimus do the dishes "by hand" for me. So tired of my washing machine.
Which uses less water than washing by hand.
> The Chinese cars are going to blow away tesla on terms of cost and features. What makes you think that won't happen with robots, should there be a demand? Tesla doesn't even have first mover advantage like they had with EVs.
I am pretty sure it was written tongue in cheek. There is almost nothing positive in this message and is all accurate.
Where is the business case for humanoid robots? What's the unit cost for manufacturing at different volumes? What is the target market for them, and what's the expected sales volume at different price points? Where is breakeven for cash flow and profitability, and what are long-term? Best case and worst case profitability projections? What problem are they actually going to solve, that people will be willing to pay profitable amounts of money for? The closest I've ever seen to a hard-nosed analytic business case for humanoid robots, is some version of, "oh, they're really cool, of course, we'll make money making these."
Exactly. And TSLA is the foundation to cover the bruises. It's honestly just complacency and fear of change that stops TSLA bulls from selling up, moving on and using the money to invest in actual innovation.
I find chip making utterly ludicrous. How does anyone think Tesla will beat Nvidia and Samsung and all these other companies that have been leading the industry for decades?
If they could get them to “house assistant level” it would be revolutionary. Doing dishes, cleaning house, cooking, unload and put away Costco run. I think a lot of people would pay $500 a month for life.
Energy production is also quite ridiculous tbh. So many companies with decades of experience there as well.
TerraFab!?! Musk just floats chip manufacturing like it's no biggy. Mean while the 2 superpowers are jostling over Taiwan because chip manufacturing **IS** a biggy.
You've seen those videos of the Cybertruck frunk closing on people's fingers, right? Now imagine a sex doll with the same level of attention to detail.
Some people would pay extra for that.
Elon being a generational genius is bullshit; it's Elon's hires in the robotics space vs. the world's, and nobody with a three-digit IQ would want to be in the same room as Elon.
It is their money. Why do you care if they lose it?
well yeah, at that level you basically have a robot slave / home health aide and the latter goes for $20/hr or more. But that list of stuff ins't a big time sink for me so I wouldn't pay anything to have it done. I could see robots employed to clean hotel rooms between guests, that seems like a great test of their abilities in providing an actual useful labor service. Plus also carrying M7 rifles and other weaponry into combat, that's the true future role of his robots, this empty-the-dishwasher crap is just the cover story.
Fairly easy to put a ceiling on robotaxi value: Uber has 75% of the ride share market, makes 30% of the ride in profits with few other expenses and has a market cap of $170B Let's say Uber had 100% of the market so market cap goes up 33%. Let's say Uber gets 100% of the fare with still zero costs, market cap goes up 3.33x. This is the perfect Robotaxi company Tesla hopes to be. It's worth $170B * 1.33 * 3.33 - $752B So this perfect Robotaxi company that hoovers up 100% of the ride share market revenue and has zero costs is worth 1/2 of Tesla's market cap. If a moonshot lands (and I still think FSD is >5 years away from being trusted autonomously) you lose about 40% of the stocks value. If Robotaxi is limited to some geofenced areas, only gets 10-25% of ther market, has too many crashes that Tesla is going to pay for (Uber does not.) and has to pay for electricity/maintenance/upkeep/cleaning of cars the Robotaxi market cap probably falls far short of $100B and probably short of $20B and $50B too.
unless Elon has market power to sell his own 'taxi medallions'
RIM
I guess my March -> May OTM puts are in danger LOL.
This is an interesting thought. Ok so tesler saves a minimum wage role (uber driver) but what is the cost to run the massive ai farms that run these things. It certainly isn’t free. On top of that infrastructure to clean them etc In an already saturated market when the public perception of tesler is in the toilet how can they justify the trillions in market cap.
It all makes sense, Tesla bubble are bursting and Elon lies about autonomous driving and Robotaxi are no longer admissible, It is time to change subject to keep Tesla stock high, now, Elon, the moron, is unmasked and will try to build toys instead of cars. He will lie again about what his toys can do...etc.
>Tesla's advantage in cars is quickly disappearing. Gee, I wonder if Tesla can keeps its...ahem..."advantage" with "robots and automation".
It was his damn fault the car business is in the shape it is in. They neglected it pretty much since the launch of the Y. The vehicles are aging and nothing substantially new has been done. Tesla has no technological advantage in robots whatsoever. Humanoid robots are one of the worst forms that you can make a robot as well. Purpose-built robots will always work better in industrial environments.
This pedo has constantly lied about full autonomous driving with his cars but know we’re suppose to believe this pivot
That’s an expensive shitty dishwasher.
Tesla could have been something but the fact is that these pedos were brought into knowledge that inter dimensional (extraterrestrial) beings use zero point energy to transfer between fields. And the government has been researching these entities and crafts since the Roswell crash in 1947. This is why Congress passed a disclosure act recently. Must being the biggest space contractor associated with the government has to have been brought into this information. But rather than enlighten and empower, he hordes. If you knew this, why would you bother the mission of “Greene energy” when there is infinite energy? People don’t fully understand just how many secrets someone can hide with blackmail over wicked and very taboo sexual practice. I would even dare say sexual black magic was practiced by these oligarchs. Look no further to the genocide in Israel of Palestinian people. It is ritualized sacrifice on a mass scale. Anyways, there’s a shit ton of technology that everyone is sitting on. Free energy is at the door. But will we the people wake the fuck up to what is really going on is the question?
But it can do that "soapy special" your dishwasher can't
Lol cope, even if they successfully pivot to robots and chips it’ll be on an fElon timeline so expect a decade of missed deadlines. it’s not going to be smooth sailing either, tesla attracted the best and brightest because they saw elmo as some sort of benevolent forward thinking innovator that wanted to push the boundaries of the status quo, but that facade is gone now, he’s literally in the epstein files begging to go to the pedo island on Christmas day…the drama that has surrounded him for decades has started to catch up with him and I’m yet to mention his instrumental helping hand in delivering trump… The best and brightest will go elsewhere because they won’t wanna be associated with him. The media and finance bro’s are slow to catch up to this reality.
“In fact, I think it's reasonable to assume that in under three years, Tesla will no longer make cars and SUVs for passengers. I can see the company making Tesla semitrucks and maybe a few bespoke iterations of the new Roadster for rich people.” Lmfao.
The thing I don't understand is that they should have had every advantage possible with this insane market cap to actually grow the company through R&D and new products yet they completely refused to do this. Why? Why didn't they just do the actual work instead of rely on these fraudulent schemes.
That is the goal. By charging a subscription to the software (with the AI) he will be able to say who gets to be a taxi service and who doesn’t. He can pull the software, as he does currently, if you don’t comply with his policies (maintenance and such). With the assumption that the initial cost of the service will kill taxi’s and ride share. The only way his numbers make sense is if he replaces all taxi services and more.
A huge con game driven by Muskrat’s warped world view.
Who knows? Why didn't they pour that money into developing industry-leading vehicles instead of continuing to turn out the same old tired models?
What is happening to all the Tesla employees at the plants? Are they done?
To play devil's advocate: Their counterargument would be that cheap robotaxis will massively increase the size of the ride share market.
The claim that beings use "zero-point energy" to skip between dimensions assumes that energy works the same way everywhere. It doesn't. Energy doesn't transfer between planes, dimensions, or phases like water flowing through a pipe. That is why many UAVs appear to just pass through everything, they aren't even interacting with this planes physics. We have our physics governed by the laws of thermodynamics and Newton and then there is the hypothetical physics of interdimensional travel. If you try to pull energy from a vacuum (zero-point energy) to power a toaster in this dimension, you’re fighting the Second Law of Thermodynamics, which states that entropy always increases. You can’t get something for nothing. Even if an E.T. craft is using a "drive" we don't understand, it's likely tapping into local spacetime geometry, not a magical infinite battery that we can just plug into the Texas power grid. While it’s true that the UAP Disclosure Act in Congress has raised eyebrows, the jump from "the government is tracking weird objects" to "Elon Musk is hoarding a zero-point module" is a massive leap. Think about it, if Musk actually had access to infinite, free energy, he wouldn't waste time building massive battery factories (Gigafactories) or complex Falcon rocket engines. He would simply dominate the world market instantly with the "magic" tech. Hoarding it makes no financial or ego-driven sense for a man who wants to colonize Mars.
General use robotics makes good PR and social media footage, but industrial and commercial robotics have been around for awhile and largely been a solved problem already. Also, Optimus has nothing on leaders like Boston Dynamics, and even then Tesla has no hope of matching the volume and scale that Chinese robotics have already gotten in the past few years. This is Musk trying every possible means to keep the pie in the sky valuation from falling down to Earth.
Watch the documentary age of disclosure. Multiple whistleblowers coming forward on UAP technology craft retrieval and recoveries of biological entities. The standard physics and laws of thermodynamics are clearly not applicable to the technologies that allow these entities to move back back-and-forth. As stated in the documentary, they’re producing enough energy to power the entire United States as well as. Breaking laws of physics, such as changing direction instantaneously. Several incidents of these crafts with verifiable radar evidence. Clearly, you are not allowing for this to filter in because you have boundaries set by the propaganda that you consume.
>As of Feb. 1, 2026, I believe Tesla should no longer be viewed as an automaker. Stop sweating these monthly delivery reports, which will suck for 2026, as they did in 2025. >In fact, I think it's reasonable to assume that in under three years, Tesla will no longer make cars and SUVs for passengers. >I can see the company making Tesla semitrucks and maybe a few bespoke iterations of the new Roadster for rich people. >**Using Yahoo Scout AI (below), you can see the main drivers of Tesla's future valuation will be way different than how it derived value in the past.** This article, and its entire thesis, is a joke.
> The entire company will be humanoid production, robotaxi production, energy production, chipmaking, and whatever else Musk cooks up that ties back to high-margin software. It will be THE IDEA OF robotaxis and robots and energy and whatever else bullshit Musk promises. Yes. That's correct.
Feynman wept.
Empathy. You should try it, feels awesome.
This is basically just another version of, "this is really cool so of course we can sell it.". There's nothing even approaching a hard-nosed business analysis here.
What a stupid fucking softball article.
The issue is demand, it fundamentally does not make sense as a pivot.
Transitioning from cars to robotics would be a great plan if Tesla had been able to get any projects working in the past few years. The Cybertruck was a failure from poor quality. FSD is eternally not done. Robotaxis need that FSD. Optimus has only evolved from cosplay to puppet.
Plus a lot of Uber's revenue (around a third) comes from deliveries which robotaxis suck for.
For robotaxi demand to dramatically increase it would have to have lower TCO than personal car ownership. Here is where you start getting into some real magic Elon math that doesn't check out.
While it films you and sends the video to headquarters? Nope.
Brian Sozzi is a member of the Yahoo Finance leadership team. That's how dumb finance journalism has become. The reporter who brought down Enron would be rolling in her grave. If she were dead.
Suspicious disgust
Cringe pedo robots, just like musk
Musk will stop making the most popular car in the world, and move into robotaxis, competing with Google and Amazon, and robots, which are currently luxury items at best, and into chip manufacturing, competing with some of the biggest and most efficient companies on the planet. What can possibly go wrong?
As a pyramid scheme?
I do not believe that autonomous Tesla brand robotaxis will be approved in Europe soon. Source: I live in Europe. We won’t certify the pedestrian-safety horror show that is the Cybertruck either.
That's what Optimus is for! /s
Just gotta add on a robot that costs as much as the car, what a bargain!
How many will want their own Tesla driving around strangers anyway? The cars interior will be worn and messy so quick.
Cracks me up because automotive is already dicey and often state favored or sponsored, and that industry gets to farm out the maintenance, legal, and driving costs to its customers. I don’t see why Robotaxi software and manufacture wouldn’t be a good business, but I also don’t see why it would just “print” trillions.
You rather obviously don’t know what a Ponzi scheme is, but please continue…
Pivoting to robots when the entire manufacturing and supply chain is in China lololol gmfu
After being humiliated by TSMC (they refused to put Tesla order ahead of NVidia and AMD), Musk swore to build advanced chip fab plants larger than TSMC. Before building Tesla's own plants, Elon Musk did put AI6 chips order in Samsung.
I look at every Tesla car I see with disgust.
And the kid spelled it "TerraFab" with two R's, which made me chuckle.
The people who think Tesla will revolutionize the world with Optimus seem to think he's literally inventing the robot here, they seem totally ignorant that real (rather than vaporware) robots are an actual mature industry. The less you know about it, I suppose, the easier it is to convince yourself that Musk alone, a man with no knowledge or experience of robotics, has realized that affordable humanoid robots that can perform everyday tasks are realistic with present tech. No doubt they tell themselves the existing industry that they know nothing about is too 'legacy' to realize this. You see this again and again with Musk. People seem to think Starlink invented satellite broadband or something, or even LEO-satellte broadband - not that it's one in a long line of mostly-failed ventures going back to the 90s with no evidence they've actually managed to make it financially viable. (what with SpaceX financials being private, but it's telling that even Musk only claims they 'break even', which I'd say means they're bleeding badly) Musk is an expert at convincing people he's an expert at things they know nothing about. It's the plague of modern techbro capitalism - like with Elizabeth Holmes - decided to claim that a desktop machine that could do a zillion tests on a single blood sample was technically feasible, and that somehow Agilent and the rest just lacked her vision and knowledge gathered from one semester of chemistry studies. (where her professors tried in vain to explain how her idea didn't work) Yet the greedy idiot investors ignored the actual experts because they too wanted to believe they had prescient wisdom and insight.
I've never said, "As soon as robotaxis come out, I plan on spending a lot more time in a car." Sure, maybe it will mean that for people disabled or elderly. But for everyone else, the "yearly mileage" will remain about the same, autonomous or manual.
All evidence would suggest that Elon is very involved in development and is also very bad at it. Their only product that has been designed under him is the cybertruck. Ever notice how when he slept on the factory floor, the build quality sucked? Then he bought Twitter and he was really distracted destroying that... But the build quality on the car improved?
Look at the fabs China built with YMTC, literally took decades of work, 10s of billions, and further billions invested in education to even have workers qualified to work there. There is zero chance elon accomplishes that
Yeah, the comparison with Elizabeth Holmes is a good one. Anybody with two brain cells to rub together would have wondered what she figured out that successful companies with huge engineering teams couldn't. It's all a performance.
> You know, the devices that revolutionized personal transportation and the way cities are planned. /s Tbh in many cities personal mobility really has opened up new options that did not exist. Electric scooters, bikes, onewheels etc. so many more ways to get from A to B in an urban environment, often superior to cars or transit. Segway was way ahead of its day, but the sector is having a big impact.
Agreed. EV bikes delivering food is a new cottage industry for sure. Also they allow riders of different physical capability to ride together (e.g., married couples).
Good point about ability. No way my fat ass could bike to work, but I got an evoke and was doing 9 miles each way. Guess what, no longer fat!
Eventually it wouldn't be worth it for humans. But for robots that are just programmed, they just have to wait to kill the competition out. Still tesla's vehicles aren't the best and would cost tons of money to maintain the fleet. The market is crazy to prop this company up.
Not. They should not
As long as they have Grok make child ones - Elon
Optimus. Who needs a humanoid robot? For what purpose? The will be spending $250k for this? There is no business model expect for rich people toys.
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