Tesla entered the third quarter of 2025 with a clear message: growth and technological dominance. During the conference call, Elon Musk stressed that the company is at a "critical tipping point" where its developments in artificial intelligence and autonomous driving are translating into concrete products and production plans. After a period in which Tesla faced margin pressures and fears of saturating the EV market, a whole new phase is coming - an era in which the integration of AI, Robotaxis and fully autonomous driving systems is set to be a major driver of growth.

The company had one of its best quarters in recent years. Profitability has stabilized, cash flow has reached record levels, and revenue has surpassed $97 billion year-over-year. At the same time, Tesla boosted its liquidity to more than $41 billion, giving it room to expand production and invest massively in development. In this context, Musk announced that Tesla now has a "clear path to expansion" and that it plans to…