AUSTIN, Texas — Tesla shareholders are showing up in force ahead of the company's July 22 earnings call, submitting nearly 300 questions through the company's investor Q&A portal — a level of engagement that reflects just how much is riding on Tesla's next chapter of robotaxis, AI, and humanoid robots.
The call comes on the heels of a best-ever second quarter that saw 480,126 vehicles delivered, alongside 13.5 GWh of energy storage deployed — the company's second-best quarter ever on the energy side. With the fundamentals at record levels, investors are focusing their questions squarely on what comes next.
Optimus and Robotaxi Dominate the Board
Tesla runs its earnings Q&A through Say Technologies, where shareholders submit and upvote questions weighted by the number of TSLA shares they hold. The two most-upvoted questions, each representing roughly 4.8 million shares, go straight to the heart of the growth story.
The first asks for the current status of the Optimus Gen 3 production ramp and what tasks the robot will be performing by the end of 2027 — a timely question, given that Tesla just converted its Fremont Model S and X line into dedicated Optimus manufacturing space in only 46 days. The second asks about the main constraints to expanding robotaxi operations faster, as the Austin service scales and new cities come online.
Further down the board, shareholders want detail on robotaxi expansion milestones, the plan for Hardware 3 vehicle upgrades as unsupervised FSD matures on newer hardware, and how Tesla's AI collaboration with SpaceXAI will be structured — including how a Digital Optimus rollout might share investment and revenue between the two companies.
