Tesla(US:TSLA) Benzinga·2025-09-15 04:39Group 1: Market Opportunity and Leadership - Dan Ives from Wedbush Securities predicts a $1 trillion market opportunity for Tesla in robotics and autonomous driving [1][2] - Ives describes Elon Musk as being in a "Wartime CEO" mode, emphasizing Tesla's role in the AI Arms Race and the Robotaxi industry [2] - An ex-employee criticized Musk's leadership, claiming it is "seriously compromised" and has caused significant damage to Tesla's mission [5] Group 2: Q3 Deliveries and Sales - Tesla's Q3 deliveries are expected to exceed analyst expectations, driven by a rush to utilize the $7,500 IRA credit for electric vehicles [3] - The surge in sales is not attributed to advancements in autonomous driving technology or Robotaxis [3] Group 3: Autonomous Driving Concerns - There are doubts regarding Tesla's autonomous driving strategy, particularly its reliance on a camera-only approach, as expressed by Ross Gerber [4] - Ives anticipates an easing of the federal framework for autonomous driving, granting more power to federal regulators [2]