Optimus Could Be ‘the Biggest Product of All Time.’ Does That Make TSLA Stock a Buy Despite Musk’s Distractions, Tesla’s Earnings Miss?

Tesla (TSLA) investors are once again caught between near-term realities and Elon Musk’s far-reaching vision for the future. The company’s third-quarter earnings report painted a mixed picture—record vehicle sales but sharply weaker profitability. Still, even as uncertainty grows around Tesla’s core EV business, Musk continues to look years ahead. His message to investors was clear: the future of Tesla isn’t just about electric vehicles (EVs)—it’s about robots.

During the company’s recent earnings call, Musk described the Optimus humanoid robot as an “infinite money glitch” once produced at scale and even went so far as to say it could become “the biggest product of all time.” It’s not the first time Musk has framed Tesla as an artificial intelligence and robotics company rather than a traditional automaker, but this time, the conviction seemed stronger than ever. Optimus was mentioned 36 times during the call, making it a major topic.