Tesla’s EV business may not be the star, but it still funds all other ambitions like autonomy and robotics. The EV business remains crucial for cash flow and underwriting long-term bets. Tesla’s global EV fleet is vital for deploying autonomy at scale, giving it a competitive advantage over rivals like Waymo.

Investors should not overlook Tesla’s EV business, as it still plays a pivotal role in sustaining the company’s long-term growth and innovation in mobility and automation. While new narratives around AI and robotics are compelling, the EV business is what allows Tesla to think bigger and stay ahead in the industry.

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Overall, Tesla’s EV business may no longer steal the spotlight, but it remains the foundation that allows the company to pursue groundbreaking innovations in mobility and automation. Keeping a close eye on Tesla’s performance beyond 2026 is crucial for investors looking to capitalize on the company’s future success.

Read more at Nasdaq: Tesla’s EV Business Isn’t the Star Anymore — but It’s Still the Whole Stage