Elon Musk has successfully restructured Tesla's business model and operations. Yet when he shifted focus toward political involvement, several major investors started questioning his role as CEO. The real test ahead? Whether autonomous vehicles—specifically robotaxis—can deliver tangible results. Until robotaxi technology proves itself as a market winner, these doubts from stakeholders will likely intensify. Success in this space could silence critics; failure would only reignite concerns about leadership priorities and capital allocation.