Tesla’s EV Business Remains Critical Amid Shifting Focus
Tesla (NASDAQ: TSLA) continues to rely on its electric vehicle (EV) business as the foundation for its broader ambitions in autonomy and robotics. Despite the evolving narrative that emphasizes Tesla’s future in robotaxis and humanoid robots, the EV sector remains the primary cash generator, essential for funding these long-term projects. By 2025, the company has established that electric vehicles are viable and can be produced efficiently.
Today, Tesla’s EVs serve as a global platform, capable of deploying advanced autonomy technologies at scale due to their vast fleet capable of running continuous software updates and gathering crucial real-world data. This deployment advantage is unmatched by competitors like Alphabet’s Waymo, which lacks mass-production capabilities.
Moving forward, investors should focus on Tesla’s EV business performance in 2026 and beyond, as it continues to underpin the company’s ability to innovate and expand in the mobility and automation sectors.
