The Rundown2 Feb 2025

Deep Dive: Tesla’s Evolution from Pure-Play Automaker to AI Juggernaut

Elon Musk says we’ll look back on 2025 as the most important year in Tesla’s history—not because of car sales, but because it will be the year Tesla morphs into an AI and robotics powerhouse. In this episode of The Rundown, we break down Tesla’s high-stakes transformation, including the state of its auto business, the battle for robotaxis, and whether Optimus could really become a $10 trillion business. Can Tesla deliver on these bold promises, or is this just another round of hype?

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