路透社独家爆料：Model 2早已取消，特斯拉高管质疑马斯克，最终离职

Core Viewpoint - The article discusses the internal conflict at Tesla regarding the cancellation of the Model 2 project, which has shifted the company's focus from affordable electric vehicles to AI-driven initiatives like Robotaxi and humanoid robots, raising concerns about its strategic direction and future performance [1][4][10]. Group 1: Strategic Shift - Elon Musk has not officially canceled the Model 2 project, but internal executives claim it has been halted, indicating a shift in Tesla's strategy towards AI-driven services [1][3]. - The decision to terminate the Model 2 project was made without sufficient communication with the board, leading to a focus on Robotaxi and Mr. Roboto as part of a broader vision to transform Tesla into an AI technology company [4][5]. - Musk's ambition for Robotaxi is to redefine transportation and elevate Tesla beyond traditional manufacturing into a high-profit service platform [4][10]. Group 2: Internal Conflict - The decision to stop the Model 2 project was made in a closed meeting, where several executives argued for its retention to mitigate risks associated with Robotaxi and maintain market share [5][6]. - Following the decision, three high-level executives left the company, indicating dissatisfaction with the strategic direction [7]. - Musk's public denial of the Model 2 cancellation has caused confusion among executives, leading to concerns about misleading investors and potential regulatory scrutiny [8][9]. Group 3: Market Performance - Tesla is experiencing a decline in global sales and market share, with a 13% year-over-year drop in Q1 2024 and significant declines in key markets like Germany and China [9]. - The introduction of a simplified version of the Model Y has not successfully addressed the market gap left by the Model 2 cancellation, leading to skepticism about Tesla's product innovation [9]. - The anticipated Robotaxi strategy has yet to materialize effectively, with delays in product launches and a lack of market impact from recent announcements [9][10].