Tesla publishes analyst forecasts suggesting sales set to fall (opens in new tab)

I'm not sure how much of "the stock market" TSLA makes up, but at current valuation, it makes up 1.9% of VTI (so that's a good estimation). So it could blink out of existence and only take VTI down 2%. (2% is significant of course.) But more likely might be a slow erosion while other components grow, making index funds and "the entire stock market" quite resilient to such a shock.

> What happens when TSLA speculation finally hits reality?

In all likelihood? xAI buys Tesla. That’s the functional floor.

> Would it take down the entire stock market with it

No.

you wrote TSLA and reality in the same sentence :)

people keep forgetting that TSLA is not a car company! they are AI and humanoid and robots and … company and as such worth 100x current eval :)

The ridiculous valuation depends on him. Firing him would cause it to plummet back to earth.

It is car comfort which is to blame

If they can just get down to 0 sales then costs will drop significantly, that should really boost the stock price.

TSLA going pre-revenue.

Maybe they're starting to realize that the first step to fixing a problem is admitting you have one? Feels safer to say "look we didn't do well and we're going to not do well for a bit, but we'll get back on our feet" because it could encourage a buying of the dip.

The board doesn't care. They got theirs:

https://www.nytimes.com/2025/05/13/business/tesla-stock-sale...

https://www.afr.com/technology/life-changing-wealth-stopped-...

I don't think you quite realize that Cybercab is a long, long way from scaling into a profitable business.

Safety and remote drivers are a huge barrier to achieving this. As is legal liability for accidents. Uber sidesteps this issue completely since it is the driver's responsibility.

Word is that Robotaxi is crashing at a higher rate than human drivers in Austin --- even with safety drivers.

https://www.technology.org/2025/11/03/teslas-robotaxi-fleet-...

Based on Tesla's stock price and P/E ratio, it would seem most people do believe what you're suggesting, right?

But I am curious what the end-to-end math looks like for all costs incurred in Cybercab rideshare services, maintenance, insurance, repairs, and so forth, and how that calculates out per mile. And of course the volume of rideshares, given the tepid pace most Tesla announcements come to fruition and scale.

The Model 3 / Y scaled better than many predicted, but since then, other promises have gone the other way.

How many billions in revenue did cybercab do in 2025 or is it just elons promises that are worth the same as his previous ones?

And everything they've announced has come to pass before...

so we should expect to see it by 2065?