Tesla Shareholders Press Musk on 3 Missed Robotaxi Goals as 4.8 Million-Share Softballs Top Q&A
Updated
Updated · Electrek · Jul 16
Tesla Shareholders Press Musk on 3 Missed Robotaxi Goals as 4.8 Million-Share Softballs Top Q&A
3 articles · Updated · Electrek · Jul 16
Summary
Nearly 300 questions hit Tesla’s Q2 earnings portal before the July 22 call, with the highest-voted investor prompts demanding explanations for repeated misses on robotaxi, FSD and Optimus timelines.
Three straight earnings reports have brought missed robotaxi targets, from 50% U.S. coverage by end-2025 to just seven new cities in 1H26, while Austin still runs only about 20 vehicles more than a year after launch.
Two friendlier questions about Optimus and robotaxi expansion suddenly jumped to the top with 4.8 million shares each, versus fewer than 975,000 for the third-ranked question, suggesting a large holder boosted them.
Another heavily backed question asks how Tesla will handle HW3 owners after Musk said for a second year that those vehicles cannot achieve unsupervised FSD, raising potential retrofit, refund or transfer costs.
The Q&A also shows broader anxiety that Tesla’s AI value could shift to SpaceXAI or a Musk-led merger, even as his pay package targets an $8.5 trillion valuation tied to 1 million robotaxis and 1 million Optimus bots.