Tesla(US:TSLA) Huan Qiu Wang·2025-04-16 07:21Core Viewpoint - Tesla CEO Elon Musk has decided to terminate the highly anticipated $25,000 Model 2 project, shifting focus entirely to AI products such as Robotaxi and humanoid robots, causing significant internal upheaval within the company [1][3]. Group 1: Strategic Shift - Musk believes that Tesla is no longer just an electric vehicle company, as the primary goal of advancing the electric vehicle industry has been achieved, leading to a focus on AI product development instead of new vehicle models [3]. - Internal analysis has raised serious doubts about the profitability and market potential of the Robotaxi, suggesting that sales may only reach tens of thousands rather than millions, contradicting Musk's optimistic projections [3][4]. Group 2: Internal Turmoil - The decision to abandon the Model 2 project has led to significant unrest within Tesla, with senior management previously supporting the simultaneous production of both Model 2 and Robotaxi, believing the former could generate substantial revenue to fund AI ambitions [4]. - Following the pivotal meeting where the Model 2 project was terminated, three executives who had defended the project abruptly left the company, indicating potential dissatisfaction with the strategic direction [4].