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Tesla just dropped their Q4 2025 numbers and yeah they’re down quarter over quarter but when you compare them to the rest of the auto industry it’s actually not bad at all. Rivian’s down 18%, Ford has overflowing lots of unsold cars, and Tesla’s only down 9% year over year despite losing the EV tax credit.
The energy side of the business is where things get crazy though. 14.2 gigawatt hours deployed in Q4, up 29% year over year, and you can see this exponential curve starting in mid 2024 that’s just going vertical. AI data centers need massive amounts of power and they’re buying Tesla’s battery packs to store cheap energy at night and deploy it during peak hours. Elon said a few years back that energy could eventually be as big as the car business, maybe bigger, and with AI demand exploding I think he might be right.
For 2026 the big story is FSD and the Cybercab rollout. Version 14 is legitimately a breakthrough. People are putting their parents in the car and just letting it drive them around and the reactions are real shock, not just oh cool tech but holy shit I could use this every day. It drives like a human, passes slow cars, goes with traffic flow, all that stuff.
The Cybercab is where it gets interesting. Tesla’s starting trial production and Elon said they’re ramping to scale production in April. But there’s a 2,500 unit cap on vehicles without steering wheels and pedals in the US. That’s the regulatory limit. So Tesla’s either gonna need the US to lift restrictions or they’re gonna need to deploy in Asia or Europe first, or honestly I think they just put a steering wheel and pedal in the Cybercab. They already know how to do that because the Cybertruck has steer by wire which means you can just plug in the steering wheel electronically. Tesla’s technology is way ahead of regulations right now.
#teslastock #tesla #elonmusk #investing #stockmarket #stocks #stockstobuy #stockstowatch #ai #artificialintelligence
Timestamps:
00:00 Introduction and New Year Greetings
00:41 Tesla’s Q4 2025 Production and Delivery Numbers
05:10 AI and Energy Storage Synergy
06:20 Tesla’s 2026 Outlook: Robotaxi and FSD
10:11 Challenges and Regulatory Hurdles
15:32 Tesla’s Human-like Robots and AI Advancements
23:17 Economic Outlook and AI Growth in 2026
28:21 Conclusion and Personal Story
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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.
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