Part 14/16:
The Long-Term Outlook: Success Still in the Cards, But Timing is Key
Despite his cautious stance on near-term timelines, Goldstein remains optimistic about Tesla’s long-term potential. He concedes that Tesla will succeed eventually in scaling robo taxis and humanoid robots like Optimus. His primary concern is timing: delays could cause investors to panic and sell prematurely, especially if any safety incident occurs during testing.
He warns that if Tesla were to suddenly announce that it had completed deployment in multiple cities, with regulatory approval, and was removing safety drivers en masse, there would be a seismic shift in market perception. Until then, investors should actively monitor Tesla’s progress rather than rely solely on company statements or analyst forecasts.