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TSLAEarnings2026-01-28

Musk assesses where Tesla's competition in humanoid robots is coming from.

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Elon Musk · Tesla · Tesla Q4 and full year 2025 Financial Results and Q&A Webcast

So China's very good at AI, very good at manufacturing um and and will definitely be the the toughest competition for Tesla. We to the best of our knowledge we we don't see any significant competitors outside of China.

Transcribed from the source video. Automatic captions, corrected for known mis-transcriptions.

Key terms

humanoid robot
A robot built in roughly human shape so it can use tools and spaces designed for people.

Educational summary of a public statement. Not investment advice.