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Tesla (TSLA) has long led the charge at the intersection of electric cars and artificial intelligence (AI) but is raising new concerns in its current hype around Full Self-Driving (FSD). A recent consumer sentiment survey finds that rather than creating new demand, Tesla's product in FSD could be pushing demand in the opposite direction.
These comments occur at a time when Tesla itself faces a broader identity crisis. Once clearly ahead of the EV curve, the company is fighting against declining global sales growth, a rising BYD (BYDDY) and other traditional automaker challenges, as well as now increasing questions about its autonomous vehicle roadmap. With sales in Europe crashing and brand image below that of a year ago, September 2025 could be a turning-point month for TSLA stock.