Musk withdraws from politics: focus on Tesla and robotaxis!

Musk withdraws from politics: focus on Tesla and robotaxis!

Elon Musk plans to spend less time in the government apparatus from May to take care of Tesla. This is done after the company has reported in sales and profit losses in the past few months. According to Radio Ennepe Ruhr , Musk will continue to be available for government tasks for 1-2 days a week, as long as it is desired by Trump.

The decline in Tesla's deliveries that fell by 13% in the first quarter worried analysts. According to Dan Ives, Musk's political presence could reduce the demand for Tesla by 15-20% in the long term. A current survey shows that about 50% of the respondents have a negative opinion about Musk and 47% about Tesla.

focus on autonomous driving

Musk announced that self -driving cars will secure the future of Tesla. The planned start of a robotaxi service in Austin is to take place at the end of June with 10-20 model Y vehicles. The production of a robot staxis without a steering wheel and pedals is advised for 2026. However, industry experts are skeptical and express concerns about Musk's promise to realize autonomous vehicles exclusively with the help of cameras and AI software.

In addition, Musk has announced that it will unlock the function for autonomous driving in several US cities this year. Musk believes that Tesla can achieve a market share of over 90% in the robotaxi segment. However, he admits that regulatory hurdles could hinder the plans for autonomy.

economic challenges and strategic decisions

The economic challenges are punk up: Tesla reports a decline in sales by 9% to $ 19.3 billion and a dramatic decline in profit by $ 71% to $ 409 million. This is particularly worrying because the company missed the expectations of the analysts regarding sales and profit per share.

To improve the financial situation, Tesla plans to launch cheaper model variants in the first half of 2025. However, the resources not only flow into models that are cheaper, but also into self -driving technologies. According to Electrek , Musk has rejected internal analysis about the profitability of the Robotaxi-Projekt. These reports had shown that the focus on a more affordable vehicle, known as 'model 2', could be more economically sensible.

An internal meeting in February 2024, in which several Tesla managers entered the approval of the $ 25,000 model, shows a clear dissent. Musk described the cheaper model as "meaningless" and instead approved the development of the robotaxis, also known as cybercab, which will be presented on October 10th.

market conditions and competition

The competition in the automotive market is intensified, especially in the USA and Europe. According to NZZ , Tesla is increasingly exposed to local competition, especially by manufacturers such as BYD in China. This competition leads to price reductions and puts the profit margins of Tesla under pressure.

The cybercab, which can be ordered via the Tesla app, is said to represent a revolutionary form of driving, according to Musk. Investors are excited about the business model of the robot taxis and the desired assessment of Tesla to $ 10 trillion. However, the success of the Robotaxi program will significantly depend on the ability to gain sufficient passengers.

Overall, Tesla is faced with the challenge of defending its market position and developing innovative business models, while sales are still declining and the pressure from the competition increases.