CEO Elon Musk declared this week that the company’s Optimus 3 humanoid robot will “move the needle” on US GDP, backing the claim with a $20 billion capital spending commitment focused on robotics and autonomous vehicles.

Tesla (TSLA) released its Q4 2025 earnings yesterday, Jan. 28, after the close of markets. The earnings call came a few days after the company changed its mission from accelerating the “world's transition to sustainable energy” to building “a world of amazing abundance.

Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.

Musk shared that Tesla will be converting its Fremont vehicle plant to Optimus robotics production lines during the company's Q4 2025 conference call.

Tesla earnings beat Wall Street's estimates. The stock rose in after hours trading. A call with analysts is scheduled for 5:30 p.m. ET.