I think Elon's biggest challenge for the next 16 months is ensuring Tesla investors that this 3rd party involvement will not result in the same outcome that DOGE introduced.
Violence against Tesla, polarizing takes, constant negative headlines against the CEO, brand-damage concerns, etc.
It is quite obvious that a significant % of the retail base is tired of the constant political chaos, and there was a collective sigh of relief from many when Elon ended his term at DOGE.
I say this as someone who covers the Musk space very closely - folks are very divided.
If Robotaxi prints money and cash flow goes bananas, and Tesla stock breaks ATHs, then most investors will move on. They'll view it as Elon doing his usual alien thing, leading super complex things at the same time.
But if that performance is delayed, and the 3rd party doesn't make enough progress but hurts the Tesla story, then that's a different issue entirely.
Especially if GOP/Trump are specifically targeting Elon and his companies. Trump can say (and he'd be right) that he ran on the platform of removing the EV credits. But if they slow down the self-driving national regulation framework and/or purposefully introduce roadblocks for solar energy, then that's a completely different issue.
I think Tesla investors are definitely entering a volatile time - if it hasn't already. Many who believe in Tesla's Robotaxi & Bot ventures will view this as a buying opportunity. They will likely be buying the shares of people who have simply hit a limit to how much they can bear Elon being in the public light with politics.