Musk admitted that China is the biggest competitor.

On January 28th local time, Tesla CEO Elon Musk attended the company's fourth quarter and full year 2025 financial results conference call. When asked about how he views the competition faced by Tesla humanoid robots globally, Musk said, "I do believe that so far, the biggest competitor for Tesla humanoid robots comes from China. China is very good at scaling manufacturing and utilizing artificial intelligence technology, and is in a process of continuous improvement, so they are definitely Tesla's strongest competitor." "We have not seen any strong competitors from outside of China, and the competition with China is definitely tough. No one should underestimate China, as they are a very potential and high-level competitor." Musk has high hopes for humanoid robots.