Tesla's EV sales declined by 8.5% to 1.63 million cars in 2025, as competition ramped up and eroded the company's market share in important markets like Europe. But CEO Elon Musk believes autonomous vehicles are the future of mobility, so he's more focused on bringing the Cybercab robotaxi to market than he is on reviving passenger EV sales.

Tesla (NASDAQ:TSLA) stock surged to a new all-time high of $498.83 in December, driven by optimism around its artificial intelligence (AI), robotics, and energy initiatives. However, shares have since pulled back 11%% amid broader market concerns.

Elon Musk is staring down several self-imposed deadlines this year, from Cybercab volume production to a much-hyped Roadster demo.

As its sales continue to slip and its robotaxi strategy seems to falter, Tesla CEO Elon Musk said today that the company would stop selling its Full Self-Driving feature as a standalone package. Instead, starting on February 14th, the Level 2 driver-assist system would be offered as a monthly subscription only.

According to a USPTO suspension notice obtained by Electrek, Tesla’s application (Serial No. 98806788) to trademark “Cybercab” has been officially suspended as of November 14, 2025. The examining attorney, Meghan Reinhart, cited two main hurdles blocking Tesla from owning the name:

The move could give owners more flexibility to try the technology by lowering upfront costs in a shift to its business model.

"The ChatGPT moment for physical AI is here — when machines begin to understand, reason, and act in the real world," Nvidia CEO Jensen Huang said from CES in Las Vegas, throwing down the robotic gauntlet in a statement about the GPU maker's latest autonomous move.

Nvidia's Alpamayo sells autonomy to automakers terrified of the software future—Tesla remains the only robotaxi-committed player.

The rollout of self-driving vehicles has been slow and measured, but key expansions this year suggest the industry is picking up speed.