---
title: "Dan Ives Says Robotaxi Rollout Across US, xAI Investment And Elon Musk's Pay Packet Will Be 'Major Focus' Of Tesla Earnings Call"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/261807416.md"
description: "Dan Ives from Wedbush Securities highlights key topics for Tesla's upcoming earnings call, including the Robotaxi rollout, Cybercab production, and Elon Musk's pay package. Ives is optimistic about shareholder approval for Musk's compensation and the potential merger with xAI. The Cybercab has been spotted testing, showcasing its autonomous capabilities. Predictions suggest Musk may avoid questions on safety operators in Robotaxis, while suggestions arise for a steering wheel option in the Cybercab. Tesla maintains strong momentum and growth metrics despite lower value ratings."
datetime: "2025-10-20T03:40:28.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/261807416.md)
  - [en](https://longbridge.com/en/news/261807416.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/261807416.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/261807416.md) | [English](https://longbridge.com/en/news/261807416.md)


# Dan Ives Says Robotaxi Rollout Across US, xAI Investment And Elon Musk's Pay Packet Will Be 'Major Focus' Of Tesla Earnings Call

**Wedbush Securities** investor and **Tesla Inc.** (NASDAQ:TSLA) bull **Dan Ives** is optimistic about the approval of CEO **Elon Musk**'s new pay package during next month's shareholder meeting ahead of the automaker's third-quarter earnings call on Wednesday.

_Check out the current price of TSLA_ _here__._

## Robotaxi, Optimus And Cybercab Remain Major Focus, Says Dan Ives

The investor shared his thoughts in a post on the social media platform X on Sunday. "A major focus on Tesla's call will be the Robotaxi rollout across the US and volume production trajectory for Cybercabs/Optimus in 2026," Ives said in the post.

He also expressed confidence about Musk's pay package receiving shareholder approval. "We expect Musk pay package and xAI stake to be approved," Ives said.

## Merger Talks, Optimus Push

A merger of Tesla and Musk's artificial intelligence company **xAI**, or an investment into the company by the automaker, has been endorsed in the past by experts like **Social Capital**'s founder **Chamath Palihapitiya**, as well as **Deepwater Asset Management**'s investor **Gene Munster**.

Tesla has been pushing towards artificial intelligence and Robotics, as highlighted in the company’s Master Plan IV, which laid down Tesla’s roadmap for the coming years. Coinciding with the AI push, Musk predicted that the Optimus humanoid robot would account for over 80% of Tesla’s future value.

## Cybercab Spotted Testing

In a video shared by influencer **Sawyer Merritt** on Sunday, we see the Tesla Cybercab up close in action for the first time since it was unveiled in October last year and spotted on multiple occasions. The Cybercab(s) can be seen driving autonomously, with one of the units halting at a stop sign at the automaker's Giga factory in Texas. The Cybercab also had the "Tesla Engineering Prototype V\_001" written on the door panel.

## Gary Black's Earnings Call Prediction, Ross Gerber On Cybercab's Alternate Use

**Future Fund LLC**'s managing director, **Gary Black**, predicted that Musk wouldn't answer questions regarding the removal of onboard safety operators from Tesla's Robotaxis during the upcoming earnings call. Tesla currently provides Robotaxis in Austin as well as a ride-hailing service in California.

The company also recently moved onboard safety operators in Austin to the driver's seat from the passenger seat, in a move likely to be the automaker's response to updated self-driving regulations in Texas.

Meanwhile, investment firm **Gerber Kawasaki**'s co-founder **Ross Gerber** suggested that Tesla should put a steering wheel in the Cybercab and sell it as a two-door, affordable Tesla model instead of the standard, trimmed-down variants of the Model Y and Model 3 as the affordable options in the lineup.

Tesla scores well on Momentum, Quality and Growth metrics, but offers poor Value. Tesla also offers a favorable price trend in the Short, Medium and Long term. For more such insights, sign up for Benzinga Edge Stock Rankings today!

_Check out more of Benzinga’s Future Of Mobility coverage by_ _following this link._

-   **Elon Musk Claps Back At Hefty Pay Critics: ‘Which Of Those CEOs Would You Like To Run Tesla?’ — Company Worth More Than All Other Automakers Combined**

_Photo Courtesy: Erman Gunes on Shutterstock.com_

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