Tesla is now at a dead end. Deliveries are likely to drop sharply in the second quarter, and the prediction that it will turn into a deficit is not wrong. It can be said that Elon Musk lost his growth engine while dispersing his concentration. I’ve already entered a 25,000-dollar electric car, but it’s too late and competition is fierce. The only way to maintain Tesla’s stock price in this commercialization is to focus on autonomous driving.

“Tesla sales will remain competitive and sluggish if Musk continues to push for the Model 2. Furthermore, the money we could lose in the process of trying to achieve Model 2 sales is astronomical. However, converting this plan to RoboTaxi solves all of these problems. Because there is no revenue generated from car sales, Tesla can neutralize the electric vehicle price war and significantly strengthen profits with relatively few RoboTaxi, and make more revenue per year than EV sales with one RoboTaxi.

This transition could also intensify the overheating of self-driving, pushing Tesla shares higher again! It doesn’t matter that Tesla is not yet at the stage where it can offer fully legal robotaxi and is likely to be in the coming years. This transition is enough to give many investment bankers, analysts, and fund managers confidence that this huge potential market will soon open for Tesla, and will be in a race for stocks, at least for the next few years.”