Core Insights - Tesla experienced a challenging year in 2025, with a decline in electric vehicle sales and slower share price growth compared to previous years [1] - Despite the difficulties, CEO Elon Musk has a track record of achieving ambitious goals, making it risky to bet against the company [1] Group 1: Self-Driving Technology - Tesla's robotaxis are now operational in Austin, Texas, with human safety monitors following in separate vehicles [2] - The autonomous taxi market is expanding, with Tesla competing against Alphabet's Waymo, which has a larger operational scale [3] - The global robotaxi fleet is projected to exceed 900,000 vehicles and reach a market value of approximately $100 billion by 2035 [3] Group 2: Optimus Robots - Tesla's humanoid robots, known as Optimus, are expected to be available for public sale by the end of 2027, with initial use in factories this year [4] - Musk claims that Optimus robots could potentially add $20 trillion to Tesla's valuation, although this figure may be overly optimistic [5] - The production of both robotaxis and Optimus robots is anticipated to be "agonizingly slow" initially, with expectations of ramping up production later [6]
Is Tesla a Buy After Its Lackluster 2025?