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Tesla targets 3M vehicle production within 24 months as full self-driving expansion accelerates Oct. 22, 2025 9:44 PM ETTesla, Inc. (TSLA) Stock, TSLA:CA Stock, ZTSL:CA StockAI-Generated Earnings Calls Insights Comments Earnings Call Insights: Tesla (TSLA) Q3 2025 Management View Elon Musk, CEO, emphasized, "We're at a critical inflection point for Tesla and our strategy going forward as we bring AI into the real world." Musk highlighted that Tesla is scaling full self-driving (FSD) and Robotaxi, stating, "We have Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts here. The earnings call insights are intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Quick Insights Management aims for rapid production expansion, targeting an annualized rate of 3 million vehicles within 24 months, supported by strong Q3 results and confidence in demand and manufacturing capacity. Management sees AI, unsupervised FSD, Robotaxi, and Optimus as transformative opportunities, driving future business growth, competitive differentiation, and potential new revenue streams. Key risks include tariff headwinds, regulatory hurdles for Robotaxi and FSD, engineering challenges in humanoid robotics (Optimus), and competition in energy storage. Recommended For You More Trending News
