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🚀 Introduction: Tesla’s Game-Changing Moves in 2025
Tesla is once again at the center of global attention. From launching its long-awaited Robotaxi platform to achieving the first fully autonomous vehicle delivery, the company continues to redefine what’s possible in mobility and AI-driven transportation. While many investors and analysts have long taken strong bullish or bearish stances on Tesla, a surprising shift from CNBC’s Jim Cramer has reignited the debate around Tesla’s valuation, innovation, and future. As Tesla enters the second half of 2025, all eyes are on its next milestones—especially its move toward affordable EV models and the expansion of its autonomous network.
📋 the Original A Turning Point for Tesla
Jim Cramer, the host of CNBC’s Mad Money, has historically been inconsistent about Tesla’s prospects. Once calling it a “sleeping giant,” and later dismissing its innovations, he’s now back on the bullish side. His latest remarks are centered around Tesla’s transformation into more than just a car company. According to Cramer, NVIDIA CEO Jensen Huang’s praise for Tesla and Elon Musk’s bold vision has reframed how he views the automaker.
Cramer emphasized Tesla’s Robotaxi rollout in Austin, defending the company against critics who have latched onto early-phase glitches. Despite some minor incidents—such as a Robotaxi yielding to a UPS truck—Tesla’s vehicles have mostly operated without human intervention. Cramer pointed out the double standards: while human drivers make frequent errors, Tesla’s few missteps get magnified disproportionately.
Tesla CEO Elon Musk revealed that Safety Monitors (employees seated in the Robotaxi’s passenger seat) will be phased out soon, potentially within a month or two. These monitors currently ensure safety during early autonomous rides. The goal is a completely driverless, teleoperator-free service.
In another breakthrough, Tesla accomplished the world’s first fully autonomous vehicle delivery. A car built at Giga Texas drove itself at up to 72 mph to a customer’s location—no humans inside or remotely operating it. Musk hailed this as a landmark moment, highlighting that such autonomous deliveries could soon become routine, especially for local clients.
The company is also closing in on unveiling its affordable EV models, set to be produced using both the next-gen and current manufacturing platforms. Tesla aims to launch these new models before the end of Q2 2025, with development already underway at several factories.
As the quarter ends, Tesla’s trajectory continues to challenge traditional auto industry standards and redefine what consumers can expect from mobility technology.
💡 What Undercode Say:
Jim Cramer’s Shift: A Strategic Signal
Cramer’s flip to a bullish stance
Tesla Is More Than a Car Company
This narrative is increasingly accurate. Tesla’s software stack, autonomy systems, and integration with AI (notably via the Dojo supercomputer) place it closer to a tech conglomerate than a traditional automaker. Its Robotaxi venture is a major bet on AI as a driver of future mobility, not just product innovation.
Robotaxi: The Real Disruptor
Austin’s early Robotaxi rollout is more than a test; it’s Tesla’s MVP (minimum viable product) for a global ride-hailing platform. Despite isolated issues like sun glare or yielding conflicts, the fleet has shown stability. The human-in-the-loop model, using Safety Monitors and Teleoperators, reflects Tesla’s cautious yet ambitious approach. The planned phase-out of these roles proves confidence in the system’s maturity.
Fully Autonomous Delivery: A Marketing & Technical Milestone
The self-delivery of a Tesla vehicle—no human involvement whatsoever—is a massive psychological win. It not only showcases technological capability but hints at a futuristic logistics ecosystem where cars become their own couriers. This could reduce last-mile delivery costs and add enormous value to Tesla’s vertically integrated model.
Tesla’s Milestone-Driven Model: Hitting KPIs
With Q2 nearing its end, Tesla is delivering on major milestones: Robotaxi deployment, first autonomous delivery, and potentially unveiling its affordable EVs. Unlike competitors mired in regulatory or production delays, Tesla hits targets with clockwork precision, reinforcing investor confidence.
The Affordable Tesla: Disrupting the Bottom of the Market
Tesla’s affordable EVs will further erode market share from legacy automakers. Combining next-gen and existing platforms provides flexibility in production and cost-efficiency. As electric vehicles dip below the psychological \$25,000 barrier, Tesla stands ready to dominate the mass market as it already does the luxury segment.
The Broader Impact: Markets, AI & Public Trust
Tesla’s Robotaxi success could accelerate public trust in autonomous vehicles—an area that’s faced resistance due to safety concerns. By controlling its own hardware, software, and deployment pipeline, Tesla bypasses third-party dependencies and positions itself as a platform company rather than just a product company.
✅ Fact Checker Results:
✅ Jim Cramer has indeed changed his stance on Tesla recently, now praising its innovation and Robotaxi potential.
✅ Tesla’s Robotaxi fleet has launched in Austin with real-world testing underway.
✅ Tesla achieved the first fully autonomous customer vehicle delivery without human or remote control.
🔮 Prediction:
Expect Tesla to expand its Robotaxi service to at least three more U.S. cities by the end of 2025, reducing Safety Monitor reliance entirely. Affordable Tesla models will likely be revealed in Q3, with production beginning in early 2026. As the Robotaxi network scales, Tesla could introduce a ride-hailing app, directly competing with Uber and Lyft using fully owned autonomous fleets. The result? A complete disruption of both personal car ownership and traditional rideshare industries.
References:
Reported By: www.teslarati.com
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