These are the top 5 questions Tesla investors have ahead of the company's Q2 earnings call
Investors want to know more about the company's progress on robotaxis and affordable Tesla models.
Here are the top 5 questions they have for Tesla.
Tesla investors have a lot to keep track of for the company's second-quarter earnings call on Wednesday.
As Wall Street analysts eye near-term headwinds for Elon Musk 's company, investors appear to be curious about Tesla's longer-term bets, such as robotaxis and the humanoid Optimus robots.
The top-rated question from an anonymous retail investor on Say, a communications platform for shareholders and companies, asks what the rate of expansion will be for Tesla's autonomous ride-hailing business. At publication, the question received more than 5,500 upvotes, representing about 2.8 million TSLA shares.
Here are the top questions Tesla investors want to be addressed as of Tuesday evening.
Robotaxi
Tesla has been testing a "pilot launch" of its robotaxi service in Austin for about a month. Last week, the company expanded its service area map. California and Phoenix appear to be up next for a potential robotaxi rollout.
Musk previously said the service's ramp-up should be quick, estimating about 1,000 robotaxis in Austin within the next few months
"Can you give us some insight how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?" an anonymous retail investor asked on Say.
Affordable models
Musk says Tesla is more than just a car maker, but investors still want to know: Where's the affordable Tesla?
"Can you provide an update on the development and production timeline for Tesla's more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?" another retail investor asked.
As Tesla experiences a sales slump, analysts previously told BI that delivering a cheaper model becomes increasingly crucial for the company.
Full Self-Driving (Unsupervised)
Tesla owners are currently limited to Full Self-Driving (Supervised), an advanced driver-assistance system that requires constant supervision of a driver.
Business Insider previously tested the technology against Waymo 's robotaxis. (Tesla lost after it ran a red light.)
At the end of June, the company announced its first autonomously delivered Model Y, driving further anticipation for an unsupervised version of FSD.
"What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?" a retail investor asked.
Musk on Sunday said on X that FSD users will see a "step change improvement as we integrate upgrades for the Austin robotaxi build into the general production release."
Optimus
Optimus, a humanoid robot, is one of Tesla's focuses that Musk says makes his company not just an EV play but an AI and robotics venture.
Musk is so bullish on Optimus — and people's desires to have a personal robot — that the CEO said back in February that Optimus will be a ten-trillion-dollar revenue generator. He has also said that personal robots will unlock massive GDP growth and a "universal high-income situation."
That's the long-term outlook. Investors want to know how Optimus will contribute to Tesla in the next couple of years.
"What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2-3 years?" a retail investor asked.
FSD (again)
In a clear sign of high anticipation around improved self-driving capabilities, investors upvoted another question around FSD (Unsupervised) in personal cars.
"When do you anticipate customer vehicles to receive unsupervised FSD?" another retail investor asked.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Forbes
15 minutes ago
- Forbes
Musk Gave $5 Million To MAGA PAC In June—A Day Before He Attacked Trump's ‘Insane And Destructive' Spending Bill
Elon Musk donated $5 million to a pro-Trump PAC in late June in an apparent effort to mend fences with President Donald Trump after they publicly feuded over the president's signature spending bill, a brief truce that fell apart again last month as the billionaire announced plans to form a third party and resumed his attacks against the president and his administration. Billionaire Elon Musk donated $5 million to a pro-Trump PAC in June. Getty Images Federal Election Commission filings published on Thursday showed Musk gave $5 million to the pro-Trump MAGA Inc. PAC on June 27. On the same day, the world's richest person also gave $5 million each to the Senate Leadership Fund and Congressional Leadership Fund, both of which support GOP candidates. The filings only cover the first six months of 2025, and it is unclear if Musk made any further contributions to the PAC in July before their feud reignited. Musk has not commented on the $15 million donations and has since announced the launch of his America Party to take on both the GOP and Democrats. No major follow-up announcement has been made about the party since then, and a key Tesla investor has claimed 'nothing of substance' has been filed with the FEC. The feud between Musk and Trump first broke out in early June, just days after the president's former 'first buddy' exited his role as a 'special government employee' overseeing efforts to slash government spending. The relationship between the two soured almost immediately as Musk began attacking Trump's signature spending bill. Trump eventually responded by suggesting Musk had 'Trump Derangement Syndrome.' The feud then spiralled into a war of words on social media, with Trump threatening to scrap Musk's government contracts and subsidies and the billionaire alleging in a now-deleted tweet that the president's name was in the so-called 'Epstein List.' While Trump didn't respond to Musk's Epstein jibe initially, the White House has since firmly pushed back on reports his name is in the Epstein Files. After the initial blowup, there appeared to be a brief truce between the two as Musk expressed regret about some of his posts and said they went 'too far.' Musk made the donations to the pro-Trump and GOP PACs during this truce. But after the feud blew up again in July, Musk announced the formation of his 'America Party,' a move that Trump labeled as 'ridiculous.' Musk responded by dredging up the issue around disgraced financier and convicted sex offender Jeffrey Epstein's case again. What Do We Know About The Timeline On Musk's Donations? The filings show all three donations from Musk were made on June 27. Just one day later, the billionaire blew up a three-week detente between him and Trump as he attacked the president's signature spending bill again. In a post on X, Musk said Trump's One Big Beautiful Bill was: 'Utterly insane and destructive. It gives handouts to industries of the past while severely damaging industries of the future.' A couple of days later, Musk ramped up his attacks on the GOP for backing the bill, which would add trillions to the national debt and called them the 'PORKY PIG PARTY!!' Musk also warned: 'If this insane spending bill passes, the America Party will be formed the next day.' The billionaire also vowed that 'Every member of Congress who campaigned on reducing government spending,' and backed the spending bill, 'will lose their primary next year if it is the last thing I do on this Earth.' Just like Musk's apparent peace offering in June, the president also appeared to extend an olive branch towards Musk last week, amid pressure from his base and Democrats to release the so-called Epstein files. In a post on Truth Social, Trump wrote: 'Everyone is stating that I will destroy Elon's companies by taking away some, if not all, of the large-scale subsidies he receives from the U.S. government. This is not so!' The president, who has repeatedly threatened to scrap Musk's government contracts and subsidies since the two former allies began feuding publicly last month, insisted that he wants Musk to 'THRIVE like never before.' The overture, however, was quickly dismissed by Musk, who tweeted: 'The 'subsidies' he's talking about simply do not exist.' Referring to Trump simply as 'DJT', the billionaire said the president has 'already removed or put an expiry date on all sustainable energy support while leaving massive oil & gas subsidies untouched,' a dig at the president's signature spending legislation scrapping the $7,500 federal EV tax credit. He also rejected the suggestion that his rocket company, SpaceX, was receiving favorable treatment, noting 'SpaceX won the NASA contracts by doing a better job for less money,' and moving those contracts to other companies 'would leave astronauts stranded and taxpayers on the hook for twice as much!' Big Number $193 million. That is the amount Musk donated to his America PAC through Election Day last year to help support Trump's candidacy. Further Reading 'Subsidies…Do Not Exist': Musk Dismisses Trump's Apparent Overture Wanting Him To 'Thrive' (Forbes) The Musk Vs. Trump Feud: Timeline (Forbes)
Yahoo
43 minutes ago
- Yahoo
Xiaomi Delivers Over 30,000 EVs in July After YU7 Launch
Xiaomi (XIACF, Financials) sold more than 30,000 electric cars in July, a record for the month thanks to the release of its YU7 SUV. Warning! GuruFocus has detected 4 Warning Signs with XIACF. The company didn't say how many devices they sold in July, but it was more than 25,000 in June. Deliveries of the YU7 started in early July. Xiaomi reported that the device had more than 200,000 orders within minutes of its announcement in late June. The SU7, its first electric vehicle, had a great first year, even though it faced tough competition at home. It also had a small safety issue earlier in 2025. The YU7 goes after Tesla's Model Y. Xiaomi's stock price was up 0.3% in Hong Kong, while the Hang Seng index went down 0.3%. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
Poll: 14% of Americans would consider supporting Elon Musk's America Party
In contrast, 55% say they would not consider supporting Musk's party. On July 4, Tesla CEO Elon Musk asked his followers on X — the social media platform he owns — whether he should 'create' something called the America Party to give them 'independence' from the country's 'two-party (some would say uniparty) system.' More than 1.2 million users responded to Musk's snap poll: 65% said yes; 35% said no. 'By a factor of 2 to 1, you want a new political party and you shall have it!' Musk vowed the following day. Since then, however, Musk hasn't taken any visible steps to deliver on his promise. A new Yahoo/YouGov survey — which captures a representative sample of the U.S. population, in contrast to informal social media polls — suggests possible challenges ahead: Just 14% of Americans say they would be open to 'supporting a third party created by Musk.' In contrast, 55% say they would not consider supporting Musk's party. Why Musk wants a new party The survey of 1,729 U.S. adults, which was conducted from July 24 to July 28, comes a little more than a month after Musk and President Trump had a public falling-out over Trump's 'big, beautiful bill.' Trump claimed that Musk was 'upset' about 'losing his EV mandate' (the $7,500 federal tax credit that has made buying or leasing electric vehicles such as Teslas more attractive and affordable for consumers). Musk insisted he was concerned only with the legislation's effect on federal spending — namely, initial estimates that showed it would 'massively increase the already gigantic budget deficit ... and burden America citizens with crushingly unsustainable debt,' as he wrote on X. 'I'm sorry, but I just can't stand it anymore,' Musk continued. 'This massive, outrageous, pork-filled Congressional spending bill is a disgusting abomination. Shame on those who voted for it: you know you did wrong. You know it.' When a revised version of Trump's bill passed the Senate in early July with a $3.3 trillion deficit projection, Musk unveiled his America Party idea. 'When it comes to bankrupting our country with waste & graft, we live in a one-party system, not a democracy,' Musk wrote on X. 'Today, the America Party is formed to give you back your freedom.' People don't love the 2-party system Americans aren't opposed to having alternatives at the ballot box — in theory. The new Yahoo/YouGov poll finds that more of them approve (39%) than disapprove (28%) of the concept of creating a 'third major U.S. political party to compete with the Democratic Party and the Republican Party'; 33% say they are not sure. Naturally, the idea of creating a third party is more popular with Americans who already identify as independents (56%) than with those who identify as Democrats (34%) or Republicans (32%). But the two parties themselves aren't especially well liked either. Majorities see both unfavorably (55% for the GOP, 56% for the Dems) rather than favorably (38% for the GOP, 36% for the Dems). And when respondents are asked how well each major party represents their views, more than half say 'not very well' or 'not at all' for both the Democrats (51%) and the Republicans (52%). Yet the overlap between these two categories — individuals who say they don't like either party — is relatively small, which may pose difficulties for Musk. About a quarter (22%) have an unfavorable view of both the Republicans and the Democrats, and fewer (18%) say neither side represents their views 'very well' or 'at all.' Musk keeps getting less popular In the Yahoo/YouGov poll conducted immediately after Trump won reelection last November, Musk earned a net positive rating (49% favorable, 39% unfavorable). That made him the most popular of the eight incoming Trump Cabinet members and senior advisers respondents were asked to appraise. Yet by April 2025 — following several months as the leader of Trump's Department of Government Efficiency (DOGE) — Musk's ratings had flipped to 39% favorable, 55% unfavorable. Today, he is further underwater (32% favorable, 59% unfavorable). Musk is currently seen in a negative light by a clear majority of Democrats (9% favorable, 88% unfavorable) and nearly two-thirds of independents (30% favorable, 64% unfavorable). He still gets a net positive rating from a majority of Republicans (59% favorable, 30% unfavorable), but their enthusiasm has cooled; while 52% of Republicans saw Musk 'very favorably' last November, only 17% now feel that way about him. Since March, the number of Americans who think Musk is 'mostly trying to help the country' has fallen from 36% to 23%, whereas the number who think he is 'mostly trying to help himself' has risen from 52% to 56%. The share of Republicans who think Musk is mostly trying to help the country, meanwhile, has declined by 30 points — from 73% to 43%. The proposed policy focus of Musk's America Party — stopping the federal government from 'bankrupting our country with waste & graft,' as he put it — isn't people's top priority either. Asked what they would want a 'third major political party' to 'focus mostly on,' 26% of Americans said 'cutting government spending.' Significantly more (46%) said 'other issues.' __________________ The Yahoo survey was conducted by YouGov using a nationally representative sample of 1,729 U.S. adults interviewed online from July 24 to July 28, 2025. The sample was weighted according to gender, age, race, education, 2024 election turnout and presidential vote, party identification and current voter registration status. Demographic weighting targets come from the 2019 American Community Survey. Party identification is weighted to the estimated distribution at the time of the election (31% Democratic, 32% Republican). Respondents were selected from YouGov's opt-in panel to be representative of all U.S. adults. The margin of error is approximately 3.1%.
