Elon Musk has certainly reshhaped Tesla into something extraordinary over the years. But here's the thing—when his attention shifted between politics and business, quite a few investors started questioning whether he was still the right person steering the ship. The real litmus test now? Robotaxis. If autonomous vehicles can't establish themselves as a legitimate winner in the near term, don't expect those doubts to fade. In fact, they'll likely amplify. The market will be watching closely.