As Tesla gets ready to release its fourth-quarter earnings on Wednesday, investors have been asking some pretty pointed questions in an online forum. Most of the inquiries center around two big topics: the company’s robotaxi plans and Elon Musk‘s political activities and how they might impact Tesla’s future.
These questions are coming just weeks after Tesla reported its annual sales decline, so there's a lot riding on this earnings release. One of the most popular questions, with over 3,000 votes, asks whether Tesla still plans to roll out “unsupervised” Full Self-Driving technology in Texas and California this year.
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Back in October, Musk introduced Tesla's Cybercab robotaxi, claiming that fully autonomous Model 3 and Y vehicles would be on the roads in both states by 2025. But Tesla is still waiting for the go-ahead to operate its cars autonomously in California, which is a key step for launching its robotaxi service there.
Aside from that, Tesla faces a number of regulatory challenges – particularly federal rules about autonomous vehicles, especially those without a steering wheel or pedals.
Musk's ties to the Trump administration could potentially play a role in smoothing out some of these regulatory obstacles. According to an NBC-2 report, Transportation Secretary Sean Duffy hinted that the department may look into revising autonomous vehicle rules, which could potentially help Tesla's efforts.
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Investors are also curious about Tesla's Optimus robot, which Musk has said will enter limited production this year, with plans for broader availability to other companies in 2026. It seems there's a lot of anticipation around this product as part of Tesla's expanding lineup.
But while most of the questions focus on Tesla’s products, some investors raised concerns about Musk's political involvement. One investor, representing nearly 600,000 Tesla shares, asked how the company could function with a part-time CEO, considering Musk’s commitments to SpaceX, Twitter (now X) and his involvement with Dogecoin.
Other investors voiced concerns about potential changes to the $7,500 federal tax credit for electric vehicles, which Musk has supported, and how trade tensions with China could impact sales.
One of the more pointed questions came from an investor who referenced Musk's controversial actions during President Donald Trump's inauguration, wondering how Tesla could manage consumer relations given Musk's public political stances. This investor was clearly concerned about how such actions could affect the company's image and, ultimately, its bottom line.
Despite these concerns, Tesla's stock is performing well. As of Jan. 30, 2025, Tesla’s stock (TSLA) was trading at $405.85, reflecting a 4.3% increase from the previous close, with a market value now sitting at $1.25 trillion.
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