Robotaxis, cheap EVs, and a new master plan for the future: what to expect at Tesla’s Investor Day

Elon Musk grins in a photo illustration, lifting his arms over his head triumphantly — Kristen Radtke / The Verge; Getty Images

Tesla is convening its first Investor Day event on March 1st at its Gigafactory in Austin, Texas, at which Elon Musk is expected to unleash upon the world his latest Master Plan for the company’s future. Expectations are high, but given Musk’s penchant for leaving past Master Plan promises unfulfilled, keeping those expectations in check may be a wise move.

Musk has said the event is for “people and life of earth,” adding that “it will be a message of good hope & positivity for the future.” That certainly sounds affirming, but the reality facing Musk and Tesla today undercuts a lot of the optimism of that message.

Wild stock fluctuations, increasing competition, recalls, product delays, allegations of union busting, and an impending r...

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