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Andrew J. Hawkins

Andrew J. Hawkins

Transportation editor

Transportation editor

    More From Andrew J. Hawkins

    Andrew J. Hawkins
    Andrew J. Hawkins
    And that’s a wrap.

    The shareholder meeting ends with several people pitching Musk on their personal business ideas. He adds another note about FSD’s rate of improvement. And that’s the end.

    Thanks for following along with us! We’ll have more coverage of the meeting tomorrow, so stay tuned for that.

    Andrew J. Hawkins
    Andrew J. Hawkins
    Short shrift to a question about Tesla’s post-Musk future.

    Musk kind of sidesteps a question about whether there’s a succession plan in place in the event that he gets hit by a car — or just decides to leave. “I think Tesla has a good future without me,” he said. “I think I’m a helpful accelerant to that future.”

    Andrew J. Hawkins
    Andrew J. Hawkins
    ‘We’re headed for a wild future. Wild, wild, wild.’

    “People will have super helpful humanoid helper robots,” Musk says in response to a question about robot personalities. “And, yeah, you’ll be able to customize the personality, customize the voice and really kind of, the robot will kind of get to know you as well and know your preferences.”

    Let’s be real: people are going to try to bang the robots. We all know it.

    Andrew J. Hawkins
    Andrew J. Hawkins
    Donald Trump: Cybertruck fan.

    Trump has been a huge critic of electric vehicles on the stump. But Musk says he talks to Trump a lot and maybe its just a put-on. “I think a lot of his friends now have Teslas,” Musk says. “And they all love it. And he’s a huge fan of the Cybertruck. So I think those may be contributing factors.”

    Andrew J. Hawkins
    Andrew J. Hawkins
    Musk accepting well-wishes and praise like a champ.

    He goes off on a tangent about “homicidal maniacs” after one shareholder asks him how he’s doing with everything. We have fully left the substantive portion of the meeting and are now just coasting on vibes.

    Andrew J. Hawkins
    Andrew J. Hawkins
    A question about ‘harsh consequences’ of Full Self-Driving.

    This sounds like a question about financial risks of autonomy, but it could also be seen as one about human collateral. Musk leaps to his usual difference: “There’s a small chance of something bad happening. But when you look at the sort of safety per mile, it’s very clear that the safety better than human driving.”

    Andrew J. Hawkins
    Andrew J. Hawkins
    FSD free trials will continue until morale improves.

    In response to a question about bundling software, Musk says the company will continue offering free trials of Full Self-Driving to new customers as long as there are new versions of the software to release.

    Andrew J. Hawkins
    Andrew J. Hawkins
    ‘Optimus is a $25 trillion market cap situation.’

    Musk is known for his tendency to over-hype his companies products, but this is definitely above the normal level. “I don’t want to trivialize what’s necessary to get there. I mean, it’s an immense amount of work that is required to get there, like super difficult, but we are moving very fast down that road,” he says before shifting to Q&A.

    Andrew J. Hawkins
    Andrew J. Hawkins
    More details about Optimus’ new tasks.

    Musk says that it has several humanoid Optimus robots performing tasks at its factory in Fremont. They’re taking cells off the end of the assembly line and putting them into shipping containers. By the end of next year, Musk predicts Tesla will have a thousands robots working in its factories.