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TBPN LiveTesla results, Robotaxis and Optimus ambitionsJan 30, 2026
17:04
John Coogan:Let's talk about Tesla.
17:07
Jordi Hays:Tesla reported revenue at $24.9 billion, and this beat the consensus estimate just slightly. Consensus was $24.78 billion.
17:39
Jordi Hays:He broke out subscriptions for autopilot, self-driving for the first time. He was talking a huge amount about cyber cabs and robotaxis. He's making that cash investment in xAI, and he's really focused on Optimus — it seems like he could be scaling production very quickly.
19:21
John Coogan:Million subs of, uh, Optimus [chuckles] learning has to make up for S/X sales after they were canceled.