04-22-2025, 11:11 PM
Tesla is entirely a binary play now. Either they solve robotaxi fully (no teleoperators) or the stock is going to drop substantially. They can't sustain their current valuation selling just cheaper trims of the Model 3 and Y. Most of their leadership/management team that made the Model 3 and Y a success are gone now due to Musk's actions. Musk better deliver on robotaxi and self driving, or Tesla's cooked.