Core Viewpoint - Tesla Inc is facing significant challenges in 2025, including a public feud between CEO Elon Musk and President Donald Trump, which has raised concerns about demand, brand damage, and the future of robotaxis [1][2]. Group 1: Stock Performance and Market Reaction - Tesla stock experienced its largest one-day market capitalization decline, dropping by $152 billion following the feud between Musk and Trump [1]. - The stock has shown high volatility throughout the year, with fluctuations linked to Musk's political involvement and Trump's potential 2024 election win [2]. Group 2: Brand Impact and Investor Sentiment - The ongoing feud is expected to further harm Tesla's brand value and image, especially as the company attempts to recover from a challenging year marked by protests and declining sales [3]. - A recent poll indicated that 45% of respondents do not support the idea of Tesla's Board of Directors replacing Musk, while 38% are in favor of such a change, and 17% are undecided [3][8]. Group 3: Board Considerations and Future Outlook - Reports suggest that Tesla's board has discussed the possibility of moving on from Musk, although there may be reluctance to part ways with a key figure in the company's success [4][6]. - Musk has stated his intention to remain with Tesla for at least five more years, coinciding with the launch of Robotaxis in Texas [5]. - Prediction markets indicate a 15% chance that Musk will no longer be CEO by 2025, with odds rising to 21% during the escalation of the feud [6].

Core Viewpoint - Tesla and Elon Musk are facing a significant brand crisis, with calls for Musk to reduce his involvement in political activities to mitigate damage [1][4][6] Group 1: Brand Crisis and Investor Concerns - Tesla announced a recall of 46,000 Cybertrucks in the US due to a potential safety hazard involving an exterior panel [1][11] - Protests against Tesla are escalating, with 500 demonstrations planned globally on March 29, indicating growing public dissent [2][9] - Tesla shares have decreased by one-third over the past month, driven by concerns over Musk's political engagements and their impact on sales [3][4] Group 2: Recommendations for Musk - Dan Ives, a financial analyst, suggests Musk must balance his roles in Tesla and his political endeavors to prevent further brand damage [6][7] - Ives emphasizes the need for Musk to announce a clear plan for new vehicle releases and the rollout of self-driving technology to restore investor confidence [8][6] - The situation is described as a "moment of truth" for Musk, with the potential for long-term consequences if not addressed [5][6]