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Tesla’s New Era: Cheap Cars, Risky Bets, and a $1.4 Trillion Question

Tesla’s New Era: Cheap Cars, Risky Bets, and a $1.4 Trillion Question

KAHROS Team

TL;DR

Quick Summary

  • Tesla sits near a $1.46T valuation with deliveries wobbling in 2024–2025 and growth looking more like a mature automaker than a hyper-growth startup.
  • New low-cost Model 3 and Model Y Standard trims in Europe (priced around €37k–€40k) show Tesla shifting toward value and volume to fight BYD and legacy brands.
  • The big upside story is still Full Self-Driving and autonomy, but regulatory heat and safety complaints keep that narrative risky and highly binary for investors.

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Tesla 2025: Cheap EVs, FSD risks, and a $1.4T valuation check | KAHROS