According to Sawyer Merritt's discussion on Twitter, Tesla's Q3 2025 earnings call placed a strong emphasis on the company's AI advancements, particularly in Full Self-Driving (FSD) technology. Management highlighted the growth of Tesla's AI training infrastructure and the expansion of their Dojo supercomputer, designed to accelerate neural network training for autonomous vehicles (Source: Sawyer Merritt, Twitter, Oct 22, 2025). The call detailed new partnerships with logistics and mobility companies leveraging Tesla's AI-powered FSD for commercial applications, indicating increasing enterprise demand and new revenue streams. These developments underline Tesla's strategy to transition from a car manufacturer to an AI-driven mobility platform, presenting significant business opportunities in the autonomous vehicle and AI infrastructure markets.

According to Sawyer Merritt, Tesla's cash on hand has surged by $4.9 billion to a record $41.6 billion, positioning the company with unprecedented financial resources for accelerating AI-driven innovation in autonomous vehicles and robotics (source: Sawyer Merritt on Twitter). This significant increase in liquidity is expected to fuel Tesla's investments in AI research, deep learning infrastructure, and the scaling of its Dojo supercomputer platform, potentially enabling faster deployment of AI-powered features like Full Self-Driving (FSD) and Optimus robot applications. The milestone may also strengthen Tesla's ability to attract top AI talent and expand partnerships, reinforcing its leadership in the AI and mobility sectors.