Tesla Unveils Robotaxi, Intelligent Electric Vehicles, and Humanoid Robots at World AI Conference.

Tesla is showcasing its AI achievements at the World AI Conference, including advancements in Robotaxi, intelligent electric vehicles, and humanoid robots. The Robotaxi uses a vision-based architecture and neural networks trained on millions of vehicles, allowing for rapid deployment. Tesla plans to implement its intelligent assisted driving system in China and Europe by 2025, pending approval, and aims to offer unsupervised intelligent driving in the US by the end of the year. Tesla envisions a shift to the "post-autonomous" era within the next few years.

Tesla showcased its AI achievements at the World AI Conference, highlighting advancements in Robotaxi technology, intelligent electric vehicles, and humanoid robots. The Robotaxi employs a vision-based architecture and neural networks trained on millions of vehicles, enabling rapid deployment. Tesla plans to implement its intelligent assisted driving system in China and Europe by 2025, pending regulatory approval, and aims to offer unsupervised intelligent driving in the US by the end of the year. The company envisions a shift to the "post-autonomous" era within the next few years.

At the conference, Elon Musk teased an expansion of Tesla's Robotaxi service to the San Francisco Bay Area, but California regulators have made clear that Tesla lacks permits to operate a driverless service in the state. Instead, Tesla plans to operate a car service for "friends and family" in the area under a charter-party carrier permit, which allows it to run a private car service with human drivers [2].

The company is also facing production delays with its humanoid robots, Optimus. Despite Musk's ambitious goal of producing 5,000 units this year, the company has only built a few hundred units, far short of the target. Technical bottlenecks, leadership turnover, and technical challenges are slowing progress and could force Tesla to push back its timeline [1].

These setbacks come during a difficult stretch for Tesla. The company reported a 12% drop in overall revenue and a 16% decline in automotive sales in the second quarter, its biggest fall in more than a decade. With federal tax incentives for electric vehicles being phased out, Musk warned investors that Tesla faces "a few rough quarters" ahead [1].

Tesla's stock price has been affected by these challenges, with shares sinking 9% the following day after Musk's earnings call. Analysts warn that Tesla's credibility with Wall Street is starting to fray as bold timelines collide with reality [1].

Despite the challenges, Musk remains optimistic about the future of Tesla's AI initiatives. "We think we can get there in less than five years," Musk said, referring to the goal of producing a million Optimus units a year. However, the company must navigate regulatory hurdles and production bottlenecks to achieve this ambition.

References:

[1] https://qz.com/tesla-optimus-humanoid-robot-delay
[2] https://www.cnbc.com/2025/07/25/tesla-plans-friends-and-family-service-in-california-regulator-says.html