马斯克开财报会，一半时间在讲AI和机器人，卖车反而成了配角 Musk now spends nearly half of Tesla earnings calls talking about AI and robots, not cars
特斯拉财报电话会议数据显示，马斯克近半发言聚焦AI与机器人业务，汽车话题占比降至不足三分之一。 Tesla earnings call data shows nearly half of Musk's remarks now focus on AI and robotics, while car-related topics have dropped below one-third.
核心发现
- 马斯克在财报电话会议中近一半发言围绕人工智能、Robotaxi 和 FSD。
- 2022 年时，此类话题仅占其发言时间的 15% 至 20%。
- Optimus 项目公布后第一年，马斯克谈及时间不到 2%，过去一年至少 10%，2025 年 Q3 甚至近三分之一。
- 汽车制造和生产话题如今不足全部发言时间三分之一，2025 年 Q3 不足 20%。
- 其他高管如 CFO Vaibhav Taneja 和工程副总裁 Lars Moravy，最近仍有约 30% 发言围绕汽车业务。
该分析由 TechCrunch 与纽约金融研究公司 Hudson Labs 合作完成，基于 S&P Market Intelligence 提供的 2019 年以来财报电话会议记录，并使用 AI 工具 Co-Analyst 逐句分类。
马斯克在 2024 年第一季度财报电话会议上表示：“如果只是把特斯拉看作一家汽车公司，那么从根本上来说，这就是错误的分析框架。如果有人不相信特斯拉能够实现自动驾驶，我认为他就不应该投资这家公司。”
Taneja 在 2026 年第二季度财报电话会议上表示：“通往更加富足未来的道路始终充满挑战，这需要我们大胆下注。我们的进展不会是一条直线，但未来一定会非常美好。”
Key findings
- Musk now devotes nearly half of his earnings call remarks to AI, Robotaxi, and FSD.
- In 2022, such topics typically accounted for only 15% to 20% of his speaking time.
- In the first year after Optimus was announced, Musk spent less than 2% of his time on it; over the past year it has reached at least 10%, and in Q3 2025 it was nearly one-third.
- Car manufacturing and production topics now make up less than one-third of his total remarks, and in Q3 2025 they fell below 20%.
- Other executives, such as CFO Vaibhav Taneja and engineering VP Lars Moravy, still spend about 30% of their remarks on car business in recent calls.
The analysis was conducted by TechCrunch in partnership with New York financial research firm Hudson Labs, using S&P Market Intelligence earnings call transcripts since 2019 and categorizing each statement with the AI tool Co-Analyst.
Musk said in the Q1 2024 earnings call: “If you just look at Tesla as a car company, that is fundamentally the wrong framework. If you don't believe Tesla can achieve autonomous driving, I don't think you should invest in this company.”
Taneja said in the Q2 2026 earnings call: “The path to a more abundant future is always full of challenges and requires bold bets. Our progress will not be a straight line, but the future will definitely be very bright.”
来源
- IT之家 · 08-05 07:20