Tesla(US:TSLA) Sou Hu Cai Jing·2025-05-22 05:48Core Viewpoint - Elon Musk has committed to remaining CEO of Tesla for the next five years unless he dies, emphasizing the importance of maintaining control over the company rather than focusing on salary [2] Group 1: Political and Financial Implications - Musk's political contributions have negatively impacted Tesla's stock, with a reported loss of $3 for every $1 spent on political donations [4] - The company's stock price dropped 12% in one week following Musk's support for a losing conservative candidate in Wisconsin, leading to a consumer boycott [4] - Tesla's first-quarter net profit fell by 71%, attributed to Musk's political spending and the backlash from consumers [2][4] Group 2: Robotaxi Initiative - Tesla plans to launch a Robotaxi pilot program in Austin, Texas, with the first 10 Model Y vehicles set to operate without a human driver [7][8] - The company aims to expand the Robotaxi service to Los Angeles and San Francisco after the initial launch [7] - Safety measures include remote monitoring and a redundant braking system, as the FSD system has a higher error rate compared to human drivers [7][8] Group 3: Financial Strategy and Control - Tesla's cash flow turned negative for the first time since 2018, with a reported loss of $1.2 billion in the first quarter [11] - Musk plans to license the FSD system to traditional automakers, potentially generating $2 billion annually, and is considering a spin-off of Starlink to raise funds for autonomous driving development [11] - Musk currently holds 12.77% of Tesla's shares and aims to increase his voting power to 25%, requiring an investment of approximately $80 billion [11]