Today I read a report, and I feel that as an ordinary retail investor, I might change some of my investment structure.
Date: July 3, 2025. 1:12 PM.
In recent years, Tesla's core strategy has undergone a significant transformation: from being a manufacturer primarily associated with selling cars, it has quietly shifted to a mobility platform based on Full Self-Driving (FSD) technology, commonly referred to as the "automatic taxi" or "Robotaxi" network.
This change may seem like a natural path of technological progress, but in fact, it hides many costs, conflicts, and risks, especially impacting the existing cohort, brand positioning, and market acceptance.
From the transformation of "car companies in memory" to a "platform".
Elon Musk has repeatedly stated: "Tesla is not just a car company, but an AI + Robotics platform." In the future, once FSD matures, Tesla will become the largest autonomous driving mobility system in the world.
This change in positioning means that:
Tesla no longer relies on single vehicle sales for profit but instead earns through commission from the Robotaxi platform;
The source of profit will shift to high-margin software subscriptions and autonomous driving operations;
Vehicles will no longer be "personal items," but rather "shareable and operational" Assets.
⚠️ The cost of transformation: it is not Technology, but rather the hearts of people.
On the surface, this transformation seems to make sense. But reality is much more complex than it appears...

@Waist_Crossing_Demon I entered the market yesterday at an average price of 7.82, and today increased my position by 2 times.

A knockoff is like a pile of stinky dog poop.