AI Robotics

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Entrepreneur Jason Calacanis predicts that Tesla's car-making days will be overshadowed by its humanoid robot Optimus. In a recent podcast, he argued that the company's focus on AI and robotics will redefine its identity. Calacanis's views align with CEO Elon Musk's ambitious projections for Optimus.

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As 2025 draws to a close, Tesla's stock has risen 25.29% for the year despite recent dips and earnings misses. Analysts offer varied predictions, with bull cases highlighting AI-driven growth in robotaxis and robotics, while bears point to intensifying EV competition and eroding market share. The company's future hinges on executing ambitious plans in autonomy and beyond traditional vehicles.

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