Donald Trump's tariffs on imports have created significant challenges for Tesla, particularly impacting the company's plans for humanoid robots due to a shortage of rare earth metals, primarily sourced from China. Elon Musk cited these trade tensions during a recent earnings call as a major factor hindering the production of their advanced robotic hands. The tariffs have led to a suspension of rare earth exports, affecting Tesla’s production timeline for its ambitious robot rollout plans, especially as the company recently reported a substantial drop in profitability, marking a troubling period in its history.
That's more affected by the supply chain, by basically China requiring an export license to send out anywhere with magnets, so we're working through that with China.
But even 5,000 robots, that's the size of a Roman legion, FYI.
This is the worst performance I've seen in Tesla's history.
I get Elon will tell everyone about tril
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