BREAKING: Dan Ives says 2027 could be Tesla’s “golden year” with Robotaxi, and Optimus.

• Ives sees Tesla transforming from an EV maker into a “true AI player,” with autonomous driving and robotics driving its next chapter.

• Tesla beat Q3 delivery expectations, with demand stabilizing and Europe bouncing back.

• Model 3 and Model Y accounted for 98% of deliveries and remain Tesla’s core growth drivers.

• Ives expects Robotaxi expansion into more cities in early to mid 2027.

• He sees the Cybercab launch as a key step in taking Tesla’s autonomous driving business to the next level.

• He expects Optimus humanoid robots to follow in the second half of 2027.

• He puts the chance of a Tesla and SpaceX merger by the end of 2027 above 80%.