Tesla Update: Optimus-Robot, 4680-Batteries & Boom at Tesla Energy

Record Growth Despite Headwinds – Tesla used the Q1 Earnings Call 2025 to advance three future pillars: the humanoid Optimus Robot, cheaper 4680 Batteries, and a rapidly growing Tesla Energy business. Learn here how each segment contributes to overall success and what is planned by 2030.

Optimus: Pilot Line Starts in 2025

Tesla is setting up its own Optimus Pilot Production in Fremont.

Goal 2025: several thousand robots in real-world use in US factories
Long-term Plan: 1 million units per year by 2030
Challenge: rare-earth magnets for shoulder actuators – Tesla is looking for non-China suppliers or alternative designs

4680 Gen 2 – Cost Breaker for Cybertruck & Co.

Cybercell fully IRA-compliant since Q4 2024 → US EV discount for Cybertruck
Lowest kWh Price of all Tesla cells; further savings through Dry Cathode in progress
US Projects: own Lithium Refinery & Cathode Manufacturing starting 2025
LFP Bottleneck (Energy Storage) → planning a North American LFP factory

Tesla Energy: 10.4 GWh Storage in Just 90 Days

+154% YoY: largest growth segment
Megapack drives grid stability & AI data centers
- Megafactory Shanghai already delivers > 100 units, capacity 20-40 GWh/year
Powerwall 3: 1 GWh delivered, integrated solar inverter convinces customers

Significance for Investors & Customers

Diversification: Robots, batteries, energy decouple revenues from car sales
Cost Advantages: 4680 and vertical integration secure margin against tariff risks
Demand Boost: Powerwall 3 & Megapack serve the booming storage market

Outlook

2025 is marked by the Optimus Rollouts and further 4680 optimizations. In parallel, Tesla Energy scales towards the TWh range. Those enthusiastic about Tesla accessories can already benefit from the growing fleet – for example with tailor-made 2befair charging solutions or PV-friendly maintenance accessories in our shop.