Tesla(US:TSLA) Feng Huang Wang·2025-12-31 02:26Core Viewpoint - Elon Musk's ambitious predictions for Tesla in 2025 have once again proven to be unrealistic, with significant discrepancies between expectations and actual performance [1]. Group 1: Delivery Volume - Tesla's electric vehicle delivery volume is projected to decline for the first time in a decade in 2024, with an estimated annual delivery of approximately 1.64 million vehicles, contrary to Musk's earlier expectations of a 20% to 30% growth for 2025 [2]. Group 2: Robotaxi Deployment - Musk had predicted that by the end of 2025, 50% of the U.S. population would have access to Robotaxi services, with over 1 million Robotaxis operational. However, the actual deployment has fallen short, with only about 30 vehicles in Austin, most of which are not in operation [3]. Group 3: Demonstration Events - Musk announced a "historic demonstration" for the end of 2025, which has not materialized, echoing previous unfulfilled promises. The demonstration is now linked to the new Roadster, which has faced multiple delays, with the latest postponement to April 2026 [4]. Group 4: Tesla Semi Production - The production of the Tesla Semi has been delayed again, with the latest confirmation pushing the timeline to 2026. Originally slated for a 2019 launch, the vehicle's production has faced continuous setbacks [5]. Group 5: Optimus Robots - Musk aimed to have thousands of Optimus humanoid robots operational in Tesla factories by the end of 2025, with plans to produce between 5,000 to 10,000 units. However, there is no evidence that Tesla has achieved this goal, with reports indicating significant delays in the project [6].