The focus on the ambitious but unmonetized concept of robotaxis indicates a potential diversion from the company's core mission of selling electric vehicles (EVs). Although there are promising signs of meeting gross margins, for investors, the primary concern should be ongoing cost management in the absence of aggressive revenue growth. The key question for Tesla lies in the roadmap for the robotaxi and understanding the importance of the full self-driving (FSD) software attach rate, which represents a significant profit margin for the company. Investors see the value in the software aspect, which could transform Tesla into a profitable software company rather than just an automotive manufacturer.