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description: An analysis of seven years of Tesla earnings call transcripts, conducted with financial research firm Hudson Labs, reveals that Elon Musk now spends nearly 50%...
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# Elon Musk spends half his time talking robots and AI on Tesla earnings calls

**[TechCrunch](https://daily.dev/sources/tc)** · 4 min read · 0 upvotes · 0 comments

## Summary

An analysis of seven years of Tesla earnings call transcripts, conducted with financial research firm Hudson Labs, reveals that Elon Musk now spends nearly 50% of his speaking time on AI, robotaxis, and Full Self-Driving topics — up from 15–20% in 2022. Talk of the Optimus humanoid robot has surged from under 2% to over 10% in the past year. Meanwhile, Musk devotes less than a third of his remarks to Tesla's core automotive business, even as cars still account for 70% of company revenue. Other Tesla executives have shifted focus too, but lag behind Musk's AI and robotics enthusiasm, likely because those projects have yet to generate meaningful returns.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://techcrunch.com/2026/08/04/elon-musk-spends-half-his-time-talking-robots-and-ai-on-tesla-earnings-calls>

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---

Tags: [#ai](https://daily.dev/tags/ai), [#robotics](https://daily.dev/tags/robotics), [#tesla](https://daily.dev/tags/tesla)

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