Tesla: Robotaxi pilot programs, global EV sales, and margin outlook

Tesla, the world’s most scrutinized and polarizing automaker, is racing into late 2025 with bold ambitions and new operational realities. Its long-promised robotaxi pilot, launched this summer in Austin, could eventually redefine mobility but is rolling out amid regulatory scrutiny and operational challenges. Meanwhile, global EV sales continue to expand, though the pace is maturing in key markets like China and the U.S. Add in growing competition and shifting margin dynamics, and it’s clear Tesla faces a pivotal inflection point. Here’s a comprehensive look at Tesla’s current performance, strategic priorities, and the risks and rewards ahead.

---

🔔 Don’t miss out!

Add winvestacrisps@substack.com to your email list so our updates never land in spam