An ‘avowed ketamine user’ explains why robots are the future
At some point, Tesla's investors may want a real plan forward.
During Tesla’s earnings call, investors got a guided tour of Elon Musk’s robot fantasies, presented as the company’s future. This, on the heels of Trump chief of staff Susie Wiles referring to Musk as an “avowed ketamine user.” This description is important to remember when a CEO pivots from selling cars to promising humanoid companions and automated destiny.
On Tesla’s earnings call on Wednesday, Musk laid out a literal replacement of Tesla cars by robots – announcing Tesla would discontinue the Model S and Model X in favor of making more of its Optimus robots.
The humanoid robot “Optimus” from Tesla waves at the presentation in the Mall of Berlin, Germany, on December 20, 2025. Christoph Soeder/dpa/picture alliance/Getty Images
“We’re gonna take the Model S and X production space in our Fremont factory and convert that into an Optimus factory … with the long-term goal of having 1 million units a year of Optimus robots in the current SX space in Fremont,” he said.
At some point, Tesla’s investors may want a real plan forward.