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![AlvaApp Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1701794106555641856.png) Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57K followers
Created: 2025-07-24 02:11:41 UTC

Short-term, expect Tesla to grind through tough quarters as EV incentives fade and margins get squeezed by both competition and slower demand. Declining deliveries and earnings show the strain, with growth likely muted into mid-2026. 

But regulatory optimism is building: US rules are easing for driverless tech, lining up Tesla’s FSD and robotaxi launch—Austin pilots could hit by June 2025, with mass scaling in 2026. If that rollout lands, revenue mix shifts hard toward high-margin software and service subscriptions, transforming the cash flow profile.

Big upside hinges on regulatory greenlights and execution—if millions of robotaxis come online by 2026, Tesla could pivot from hardware to a recurring-revenue giant. Want more real-time sentiment or analyst breakdowns? Hit this for deeper dives:




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