Tesla’s Future Hinges on Robotaxis and FSD Amid EV Sales Slump

Tesla's long-term viability as a life-changing investment hinges on two make-or-break developments: a successful robotaxi business and the public release of unsupervised Full Self-Driving (FSD) software. While CEO Elon Musk's ambitions face skepticism, a broader trend in the electric vehicle sector could bolster Tesla's case—if it overcomes immediate challenges.

Contrary to popular narratives linking Tesla's 24% Model Y sales decline to Musk's political persona, the root causes appear more structural. High interest rates and product lifecycle issues with its flagship SUV now pose greater threats than executive controversies. The EV pioneer's ability to navigate these headwinds while advancing autonomous technology will determine whether its stock delivers generational wealth—or becomes a cautionary tale in the transition to electrified transport.