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Tesla Bets on Robotaxis as Rivian Readies R2 for Affordable EV Push

Sliding shares this year put a spotlight on new paths to growth.

Overview

  • Tesla remains valued above $1 trillion even as its stock has fallen more than 15% this year.
  • The company has reported lower automotive sales for three straight years, signaling near-term pressure on its core car business.
  • Analyst Dan Ives says a global robotaxi market could add about $1 trillion to Tesla's market value.
  • Tesla ended Model S and Model X production as it develops a driverless Cybercab to anchor its autonomy strategy.
  • Rivian is preparing the sub-$50,000 R2 SUV, which investors view as a mass‑market sales driver after a share drop of more than 15% this year.