Senior Editor Alan Ohnsman sat down with Forbes Talks to discuss the increasing underutilization of Tesla’s global manufacturing plants and Elon Musk’s strategic pivot toward Optimus humanoid robots and robotaxis. Ohnsman also discusses Tesla’s significant industrial challenges as the company enters 2026 facing its second consecutive year of declining global electric vehicle sales.

00:00 The State Of Tesla In 2026
02:40 Tesla’s Underutilized Plants
05:06 Stagnant Product Lines And The CyberTruck Miss
08:02 Tesla’s Growing Brand Polarization
11:38 Pivot To Humanoid Robotics
19:49 Forecasting Revenue Trends
23:12 Looking Ahead To The Semi Truck And 2026 Strategy

Read the full story on Forbes: https://www.forbes.com/sites/alanohnsman/2026/01/07/teslas-auto-plant-hangover-is-steering-musk-into-robotics/?streamIndex=0

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