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The company's future bets will only pay off if it finds the formula to mass-market EV success in the U.S. and China.
In this video, Motley Fool contributors Jason Hall and Jeff Santoro break down Tesla's (TSLA -4.97%) lower-cost Model Y Standard that failed to meet the market's expectations, and why the company needs to return to EV sales growth for its robotics and AI bets to pay off.
*Stock prices used were from the afternoon of Oct. 8, 2025. The video was published on Oct. 11, 2025.
Jason Hall is a contributing Motley Fool stock market analyst with more than a decade of experience writing about dividend stocks and long-term investing. He has been with the company since 2012 and previously spent over 10 years in technical sales in the printing and information services industry. Jason also founded and operated a small food manufacturing business.
Jason Hall has no position in any of the stocks mentioned. Jeff Santoro has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
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