Tesla’s manager for Mobile Robotics, Chris Walti, recently invited skilled engineers and technicians to apply at Tesla and get the opportunity to work on the company’s humanoid robot program.
Tesla announced its plans to produce the Tesla Bot during AI Day. The company isn’t wasting any time making the Tesla Bot prototype based on its recent hiring ramp. A week or so ago, Tesla posted a few jobs related to the Tesla Bot. Teslarati reported that Tesla was looking for two mechanical engineers and two senior robotics architects for its humanoid robot.
A recent search through Tesla’s Careers page shows that there are now many more jobs relating to the Tesla Bot, several of which were highlighted by the executive on LinkedIn. A quick skim through the available Tesla Bot jobs hint that the company isn’t just thinking about the prototype it plans to unveil in 2022. There are a couple positions available relating to the manufacturing process of the Tesla Bot as well.
For instance, Tesla is looking for a controls engineer for the Tesla Bot, which falls under the manufacturing category. The responsibilities of a controls engineers are listed below.
Controls Engineer – Tesla Bot Responsibilities
- Research, design, simulate, specify, implement, debug, and test control and estimation algorithms for various electrical, mechanical, and thermal systems
- Work on using high level controls and modeling analytic tools to inform product development in terms of actuator, sensor and kinematic design.
- Work collaboratively with responsible electrical, mechanical, and firmware engineers to define sensing requirements, establish control system capabilities, and set targets
- Advance Tesla IP in control systems for new products
Another position that falls under the manufacturing category is engineering technician for the Tesla Bot. The engineering technician’s responsibilities are listed below.
Engineering Technician – Tesla Bot Responsibilities
- Work with engineers to fabricate, assemble, and integrate mobile robot prototypes, including mechanical assemblies, electrical systems, wire harnesses, etc.
- Develop test plans and test systems, including building of assembly jigs and test/validation systems
- Collaborate with engineering teams to root cause and resolve mechanical and electrical issues
- Provide detailed written & verbal test status updates to key stakeholders
- Support engineering teams in instrumentation and data acquisition setup and logging
- Maintain a lab, ensuring that it is well-stocked with the tools and materials needed to make prototype wire harnesses
- Supporting bench-top electrical system builds and testing, including obtaining and tracking
- Support low volume prototype part builds and testing, including obtaining and tracking
- Interface components from other Engineering and Purchasing groups within Tesla
The new job posts also show that Tesla plans to work on the Tesla Bot in California and Texas. The majority of jobs open for the Tesla Bot are located in Palo Alto, California. However, there is one located in Austin, Texas.
Tesla is looking for a test engineer for the Tesla Bot project in Texas. The responsibilities of a test engineer are listed below.
Test Engineer – Tesla Bot Responsibilities
- Participate in initial cross-functional product development and carefully balance product specifications, process requirements, manufacturing complexity, cost, and lead-time limits.
- Define and implement efficient plans for testing, automating and improving focusing on time/cost reduction and low complexity.
- Own and drive hardware validation efforts for electrical and mechanical systems. Your job is to figure out how these products could fail and to collaborate with design partners to drive changes.
- Write and maintain test software to automate test execution, data collection and data analysis
- Manage tests from setup through execution and reporting, including test planning, development, execution, inspections, root cause analysis, data processing, documenting, and failure analysis.
- Develop and maintain validation schedules, coordinate test resources, and communicate status/blockers to program managers
- Actively participate in design reviews and DFMEAs to shape product towards reliability and deepen understanding of product risks
- Organize cross functional teams (internal + external)
- Document, organize, and track testing progress and provide updates to the team and upper management.
More Tesla Bot jobs may open in Texas as the company gets closer to unveiling the prototype and producing the humanoid robot. The Tesla Bot will undoubtedly be one of the most exciting projects Tesla will be working on over the next few years.
Link to Tesla Bot jobs, here.
The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.
Tesla Q4 delivery numbers are better than they initially look: analyst
Tesla analyst breaks down delivery report: ‘A step in the right direction’
