Tesla’s AI Ambitions Intensify Amid Record Deliveries and Musk’s Robot Army Vision
Tesla achieved record vehicle deliveries in Q3 2025 but saw profits decline 37% year-over-year. Elon Musk emphasized the company’s pivot toward AI and robotics, expressing concerns about controlling Tesla’s future “robot army” as shareholders prepare to vote on his $1 trillion compensation package.
Record Deliveries Mask Profit Challenges
Tesla reportedly achieved its best quarterly delivery performance in the third quarter of 2025, shipping 497,099 vehicles according to company documents. This surge was largely attributed to customers rushing to take advantage of expiring federal EV tax credits in the United States. Despite this achievement, sources indicate the company’s profit fell to $1.4 billion—a 37% decrease compared to the same quarter last year.
