Tesla faces a transformative 2025 with catalysts like FSD V14, Robotaxi launches, affordable EVs, Megapack expansion, Optimus robots, and Semi production, amid global opportunities and economic tailwinds. Despite risks from regulation and competition, success could solidify its AI and robotics dominance. Investors must balance hype with execution.
Oregon lawmakers are set to mandate a 2-cent-per-mile fee for EV owners to address a $300 million transportation funding shortfall from declining gas taxes, following Hawaii's lead and building on the voluntary OReGO program. This raises privacy and equity concerns but could set a national precedent.
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