T

Tesla

TSLA

Application

Electric vehicle and autonomous driving company building AI for self-driving and Optimus robot. Tesla, SpaceX and Intel are jointly developing "Terafab", a semiconductor fab project in Grimes County, Texas.

Total funding—

Market cap$1.4T

Employees134,785

Founded2003

HeadquartersAustin, USA

StatusPublic

Products

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• Optimus Robot

  Humanoid robot Tesla is developing for factory and general-purpose work.

• Robotaxi Application Sold on its own

  Tesla's autonomous ride-hailing app and fleet, operating in a small number of US metros at distance-based fares.

Inside Tesla vehicle

• Full Self-Driving (Supervised) Platform Paid add-on to the parent

  Driver-assistance system for Tesla vehicles that steers, accelerates and brakes on city streets under driver supervision.

Closest alternatives 1

WWaymoPrivate · $126BThe report frames Tesla's robotaxi push directly against Waymo's robotaxi service as the central rivalry in the market; both companies' flagship rider-facing robotaxi products carry drive-autonomously.1 of 1 capabilityShared product typeSmaller scaleSourced competitorBuild a self-driving systemCompare

Similar products 14

How this list is ranked ↗

ZZooxPrivate · $990M raisedRobotaxi and Zoox do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; similar scale (private).1 of 1 capabilityShared product typeCompareNNuroPrivate · $6BFull Self-Driving (Supervised) and Nuro Driver do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; smaller scale (private).1 of 1 capabilityShared product typeSmaller scaleCompareWWaabiPrivate · $1B raisedFull Self-Driving (Supervised) and Waabi Driver do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; similar scale (private).1 of 1 capabilityShared product typeCompareWWayvePrivate · $8.6BFull Self-Driving (Supervised) and Wayve AI Driver do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; smaller scale (private).1 of 1 capabilityShared product typeSmaller scaleCompareAAvridePrivateFull Self-Driving (Supervised) and Universal Driver do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; Avride's scale not recorded.1 of 1 capabilityShared product typeCompareKMKakao MobilityPrivateRobotaxi and 카카오모빌리티 자율주행 do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; Kakao Mobility's scale not recorded.1 of 1 capabilityShared product typeCompareAIApplied IntuitionPrivate · $15BFull Self-Driving (Supervised) and Vehicle OS do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; smaller scale (private).1 of 1 capabilityShared product typeSmaller scaleCompareHRHorizon RoboticsPublic · $8.8BFull Self-Driving (Supervised) and Horizon SuperDrive do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; smaller scale (public).1 of 1 capabilityShared product typeSmaller scaleCompareMMobileyePublicFull Self-Driving (Supervised) and SuperVision / Chauffeur do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; Mobileye's scale not recorded; ships hardware rather than the same layer.1 of 1 capabilityDifferent layerCompareBBaiduPublic · $31.6BFull Self-Driving (Supervised) and Baidu Apollo Open Platform do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; smaller scale (public).1 of 1 capabilityShared product typeSmaller scaleCompareAIAnduril IndustriesPrivate · $61BFull Self-Driving (Supervised) and Fury both serve buyers who need to build a self-driving system; smaller scale (private).Shared product typeSmaller scaleCompareHHelsingPrivate · $18BFull Self-Driving (Supervised) and CA-1 Europa both serve buyers who need to build a self-driving system; smaller scale (private).Shared product typeSmaller scaleCompareNNVIDIAPublic · $5.1TFull Self-Driving (Supervised) and NVIDIA DRIVE do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; same layer and the same scale band (mega-cap).1 of 1 capabilityShared product typeSame scale bandCompareAHArm HoldingsPublic · $282.8BFull Self-Driving (Supervised) and Arm Zena CSS do comparable work on autonomous driving; both also serve buyers who need to build a self-driving system; smaller scale (public); ships hardware rather than the same layer.1 of 1 capabilityDifferent layerSmaller scaleCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Market cap

Third-party database · 27 Aug 2026

Refreshed against the listing's own page.

Employees

Regulatory filing · 31 Dec 2025

Tesla, Inc. Form 10-K (Item 1, Human Capital), SEC, filed 2026-01-29, for the period ended 2025-12-31. Filing states: "As of December 31, 2025, our employee headcount worldwide was 134,785." CIK 1318605.

Founded

Wikipedia · 27 Aug 2026

Wikipedia infobox "founded" field, read 2026-08-27.

Revenue (TTM)

Regulatory filing · 31 Dec 2025

Tesla, Inc. Form 10-K, SEC, filed 2026-01-29, for fiscal year ended 2025-12-31. us-gaap:Revenues per XBRL, audited. This is the trailing twelve months AS OF the fiscal year end, not as of today. CIK 1318605.

Description

Official documentation · 6 Sep 2026

Tesla's own AI page: "We develop and deploy autonomy at scale in vehicles, robots and more ... the only way to achieve a general solution for Full Self-Driving, bi-pedal robotics and beyond", with Optimus described as the goal of creating an autonomous humanoid robot. tesla.com returns 403 to an automated request; this was read in a browser. Extended 2026-09-18: Tesla, SpaceX and Intel announced a joint semiconductor-fab project, "Terafab", for a site in Grimes County, Texas -- an initial $16.8B investment announced 2026-08-06 (techcrunch.com/2026/08/06/tesla-and-spacex-will-invest-16-8b-to-start-building-terafab-chip-factory-in-texas/), with a prototype at Gigafactory Texas and SpaceX, not Tesla, named as the county's counterparty. EE Times quotes Yole Group analyst Adrien Sanchez reading it as "likely more an Intel fab expansion with Tesla, SpaceX, and xAI as anchor customers, rather than a standalone manufacturing venture" (eetimes.com/intel-enters-pact-with-tesla-and-spacex-for-terafab/), and Intel has not stated its own contribution. The "one terawatt of AI compute per year" headline is not repeated here -- it has no industry-standard definition.

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