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.