行业新闻

马斯克财报电话会近半时间谈 AI 和机器人

马斯克正把特斯拉重新定位为 AI 公司,财报电话会上过半时间谈 AI 与机器人,而汽车业务已不再是他的关注重心。

特斯拉上季度交付近 50 万辆车,但马斯克在财报电话会上越来越不谈车。数据显示,他现在近 50% 的发言都在讲 AI、无人驾驶出租车和 Optimus 人形机器人,而谈到汽车制造的时间不足三分之一。其他高管仍更关注汽车业务,但也在跟随。

正文摘录

Elon Musk wants you to believe Tesla is no longer a car company, even if it’s still shaped like one. The company shipped nearly half a million cars last quarter and made 70% of its money from car sales. Still, Musk has spent the last few years making the case that Tesla is really an AI and robotics company, even if some of the AI happens to live in cars. And whatever the company financials suggest, Musk’s attention has been moving decisively to the AI parts of the company — projects like the Optimus robot and fully autonomous robotaxis— as the everyday concerns of a carmaker get pushed to the side. To show how that shift happened, TechCrunch teamed up with [Hudson Labs](https://www.hudson-labs.com/), a New York-based financial research firm, to map what Musk and Tesla’s other executives ha…

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行业新闻Sean O'Kane, Russell Brandom2026-08-04原文

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