Musk admits that China is the biggest competitor

Glonghui, January 30｜According to Global Times, on January 28 local time, Tesla CEO Elon Musk attended the company's Q4 and full-year 2025 earnings call. When asked about his views on the global competition faced by Tesla's humanoid robots, Musk said: "I do think that, so far, the biggest competitors for Tesla's humanoid robots come from China. China is very good at scaling up manufacturing, is adept at applying artificial intelligence technology, and is in a process of continuous progress, so it is definitely Tesla's strongest competitor." "We have not seen any strong competitors from outside China, and competition with China is definitely a tough battle. No one should underestimate China; China is a highly potential and higher-level opponent." Musk has high hopes for humanoid robots.