차량 판매 부진 속 Musk, Tesla 콜의 50%를 AI 이야기에 소비
Elon Musk는 최근 Tesla 실적 콜에서 자동차 대신 AI와 로보틱스 논의에 거의 50%를 소비했으며, 이는 핵심 자동차 매출에 집중하는 투자자들을 소외시킬 위험이 있는 전략적 전환을 시사한다.
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.