Is Tesla's Robot Manifesto Simply An Investment Hail Mary? - CleanTechnica

The article from CleanTechnica examines Tesla's current strategic direction in light of its recently published fourth "Master Plan," questioning whether Elon Musk's focus on robotics represents a desperate investment move amid slowing vehicle sales growth. The author, with 13 years of experience covering Tesla and Musk, notes a significant shift from Tesla's previous rapid and near-continuous sales growth to a plateau and eventual decline by mid-2025. Despite Tesla's continued success and large sales volumes, the company appears to be struggling to attract buyers at the same pace, as evidenced by increased consumer incentives and marketing changes—signs that contrast sharply with Tesla's earlier growth trajectory. This slowdown poses a fundamental challenge because Tesla's stock valuation is heavily predicated on hypergrowth and disruptive market dominance. While traditional automakers like Ford and GM have shown steady growth, Tesla's faltering sales and profits raise questions about whether its market capitalization remains justified. The article implies that Musk's pivot toward robotics, as outlined in the new Master Plan