Tesla(US:TSLA) Sou Hu Cai Jing·2025-05-26 05:50Core Viewpoint - Elon Musk has returned to a full-time work schedule, focusing on critical projects for Tesla and xAI, amidst a dual crisis affecting his business empire, including a significant drop in Tesla's stock price and challenges in the autonomous driving technology race [2][5]. Group 1: Political Gamble and Its Consequences - Musk's political involvement has led to a brand trust crisis for Tesla, with a notable backlash in Europe, where anti-Musk sentiments have surged, resulting in daily sales of over 2,000 anti-Musk stickers [3]. - Since Musk's appointment in November 2024, his controversial political actions have triggered public outrage, culminating in a significant decline in Tesla's market value from $1.2 trillion to under $700 billion by January 2025, with Musk's personal wealth dropping by over $100 billion [5]. - Internal tensions within Tesla's board have emerged, with discussions about seeking a focused leader rather than a politically active CEO, indicating a potential leadership crisis [5]. Group 2: Market Response and Recovery Efforts - Following a global outage of the X platform, which affected over 25,800 users at its peak, Musk's return to a "war-time CEO" role was prompted by the urgent need to address operational challenges [7]. - Musk has outlined three key technical initiatives: upgrading content moderation algorithms for the X platform, developing the next generation of xAI models, and launching the Robotaxi service in Austin, Texas, with the first fleet of 10 Model Y vehicles set to operate without steering wheels [10]. - Despite a 12% rebound in Tesla's stock price after Musk's announcement, analysts caution that the market has given him only a 180-day window to deliver results, emphasizing the risks associated with potential delays in the Robotaxi rollout or further autonomous driving incidents [11]. Group 3: Investor Sentiment and Future Outlook - Investors are showing a mixed sentiment, with some expressing a desire for Musk to return to his previous focused and obsessive leadership style, reminiscent of 2019 [12]. - The aggressive management style that previously led to significant achievements, such as the successful production ramp of the Model 3, is now viewed as a double-edged sword, raising concerns about the sustainability of such an approach in the current context [11].