Two Very Different Ways Tesla Could End The Year - CleanTechnica

The article from CleanTechnica outlines two contrasting scenarios for Tesla's trajectory by the end of 2025, centered primarily around the success or failure of its Full Self Driving (FSD) Unsupervised technology. In the optimistic scenario, if Tesla manages to widely and successfully roll out FSD Unsupervised—allowing drivers to fully relinquish control without human supervision—demand for Tesla vehicles would surge dramatically. This would likely halt the current sales decline, enable production growth of around 30% compared to 2024, push quarterly sales above 500,000 vehicles, and improve pricing and profit margins. Additionally, Tesla could generate significant new revenue streams from FSD sales, justifying its high market valuation and potentially enabling new factory construction despite some lingering challenges like aging vehicle models and Elon Musk’s controversial political behavior. Conversely, if Tesla fails to deliver FSD Unsupervised at scale and continues limited deployments requiring human safety drivers, the company faces a bleak outlook. The loss of