
In a bold and sharply worded statement during Tesla’s (TSLA) Q2 2025 earnings call, CEO Elon Musk declared that Tesla is “by far the best in the world” at real-world artificial intelligence (AI), setting the company apart not only from its auto industry rivals but also from tech giants like Google (GOOG) (GOOGL) and its self-driving subsidiary, Waymo.
The remarks mark a clear shift in Tesla’s industry positioning from an electric car company with advanced AI, to an AI company deploying that intelligence across physical, unpredictable environments through products like autonomous vehicles and humanoid robots.