Tesla’s Tumultuous Ride: Sales Slump, FSD Turbulence, & The $25 Trillion Robot Dream!

Tesla is navigating one of the most volatile chapters in its history. In recent quarters, the EV giant has grappled with sagging sales, escalating regulatory headwinds, and increasing scrutiny around its Full Self-Driving (FSD) claims. The company’s forward momentum has been challenged by aggressive Chinese competitors, an aging product lineup, and the polarizing public persona of its CEO, Elon Musk. Compounding investor unease is the recent expiration of key tax credits under the “One Big Bill” in the U.S., which Tesla said will significantly impact domestic EV deliveries and regulatory credit revenue. Meanwhile, the company’s controversial FSD software has sparked debates around safety and transparency, even as Tesla presses ahead with limited robotaxi rollouts in Austin and San Francisco. Yet in the face of these mounting challenges, Musk is doubling down on his audacious vision: humanoid robots. Tesla’s CEO claims that 80% of the company’s future value could come from Optimus, its yet-to-be-commercialized bipedal robot. With an eye toward a $25 trillion valuation, Musk has shifted the narrative from cars to robots, even as execution risk remains high.