モデルZ OP HONDA N-ONE : Tesla believes that electric vehicles (EVs) are optimal for realizing robo-taxis and does not intend to profit from EVs in the future. Although public perception suggests that EVs are finished, Tesla is not focused on that narrative. This can be understood from the recent employee meetings.

モデルZ OP eastcows : Certainly, while the number of passengers carried will definitely decrease temporarily in Q1, I believe there will be some recovery in Q2 and beyond thanks to the new Model Y. Additionally, with the affordable Model Q, there are expectations for an increase in the number of passengers carried due to market expansion in India.
Furthermore, in the future, I think Tesla will successfully achieve a level of profitability through the robotaxi business that makes the aggregation of passengers carried meaningless, thus diminishing the necessity to focus on the number of passengers carried.
Indeed, while there is a temporary detox effect due to Trump's policies, the motivation behind jumping into Trump's camp was primarily for regulatory relaxation. Under a Democratic administration, I believe it would be a bitter choice due to the inability to realize the future envisioned by the Mask. Currently, I think Trump is intentionally creating a situation where Tesla wins alone, while maintaining fairness, through appointments of new transportation agency officials, purchasing Model S, and the seemingly disadvantageous elimination of EV subsidies in favor of regulatory relaxation.

モデルZ OP eastcows : Since our positions are fundamentally different, I believe our perspectives are also different. There are concerns about stagflation due to tariffs; however, prices will rise, but I think consumption will decrease enough to prevent excessive inflation. Moreover, if interest rates are lowered at this timing, it could somewhat mitigate the increases caused by tariffs. Tariffs are passed on to consumers, so prices will naturally rise, but I think that the decrease in interest rates for auto loans could balance things out to some extent. Trump believes that tax revenues collected domestically should be returned to the citizens.
I was lacking in explanation, but I am not thinking about profits from robot taxis in the short term, such as this year. The same goes for Optimus. It will likely be difficult to achieve profitability in the next few years.
However, Tesla's future is bright. Even if the present seems dark, the brightness changes based on where you direct your gaze. I plan to hold my shares in the medium to long term, so I am looking towards a bright future. Those focused on the short term may see things as dark.
The difference in our views is simply due to the different perspectives we are observing from.

モデルZ OP eastcows : It may be wise to change the policy according to the circumstances. Thank you very much.