自動車販売の低迷の中、MuskはTeslaの決算説明会の50%をAIの話題に費やす

elon musk now spends nearly half of his time on tesla earnings calls discussing artificial intelligence, fully autonomous robotaxis, and the optimus humanoid robot, up from roughly 15-20% in 2022. conversely, his attention to core automotive operations has fallen to less than 20%, a stark contrast to other executives who still devote about 30% of their remarks to car manufacturing. this pivot suggests tesla is positioning itself as an ai and robotics company despite deriving 70% of its revenue from auto sales, a move that demands investor belief in autonomy to justify the company's valuation. the data indicates a potential misalignment between leadership priorities and the financial realities of the business.