Tesla’s 4% decline on Friday, August 29, 2025 while the broader market was only slightly down was due to technical patterns: Tesla hsa been forming a wedge, struggling to break through resistance at 350-360.
Tesla-specific positives: New Model YL (three-row SUV) and Performance variant (0-60 in under 3 seconds, improved range). No major negatives noted, reinforcing bullishness.
China VP reports 130,000 orders for the Model YL. This should boost September and Q4 car volumes and financial performance.
Q3 deliveries/production over 500,000 which will be announced October 2.
Q4 deliveries/production could hit 550,000 and maybe over 600,000 with 100,000+ Model Y Long Range deliveries.
Key unfinished elements of Master Plan 2 for 2026 Full Self-Driving (FSD) solved with robotaxi (expected next year after removing safety monitors, scaling to thousands/hundreds of thousands of vehicles). Tesla will enabling FSD buyers to monetize cars via a Tesla UberWaymo autonomous ride-sharing network.
Master Plan Part 4: Elon Musk teased it as “imminent” and more targeted/succinct than Part 3, similar to Part 2.
Master Plan 4 will tie into a potential new pay package for Elon (November/December). The focus will be on execution in the first 3-5 years.
The likely elements are Autonomy beyond passenger vehicles—e.g., autonomous semi-trucks (robotrucking), buses, drones for warehouse/distribution (more advanced than Amazon’s), forklifts, and other warehouse movers to cut labor costs.
There will be integrated Energy and AI goals integraion. Autonomous fleets of truck with Teslabots will deploy solar fields, Megapacks, and mega-chargers rapidly and cheaply. This could enable square-mile solar installations for AI data centers and 1,000s mega-charging sites.
Vertical integration for autonomy in trucking/drones/comms, potentially including city-wide communication networks via deployed devices.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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