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Wade Bush stated that Tesla's first-quarter delivery volume did not meet Wall Street's expectations, which is not surprising considering the current status of the global electric vehicle market and the company's strategic shift towards a focus on artificial intelligence. Analysts in a research report pointed out that they expect more information in the end-of-month earnings call and emphasized investor interest in the progress of Robotaxi and FSD. "All eyes are still on the company's AI deployment, including its strategic shift towards establishing sustainable revenue streams from artificial intelligence and robotics businesses in the long run," the report said.
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