As far as I can tell, people are expecting a pivot into AI/robotics being major revenue drivers.
Tesla is not doing all that well with self-driving cars. They're behind Waymo, Zoox, and Baidu in Level 4 systems. (Level 4: good enough for a taxi service). All the major manufacturers have a Level 2 system now. A few have a Level 3 system where the driver can sit back and watch, but has to be ready to take over, which is where Tesla is now.
There are at least 18 humanoid robots far enough along to have YouTube videos, none of which are commercially successful. There's no reason Tesla will dominate that industry, if and when it gets going.
When those industries get going, there's no reason to expect they will have high margins. Humanoid robots compete with low-wage workers. Self driving cars compete with Uber drivers.
[1] https://hgbr.org/elon-musk-unveils-teslas-ambitious-2025-vis...
The big problem is disconnects, where the autonomous system gives up and demands that the human take over. A big question with Tesla is whether "Full Self Driving (supervised)" is really a Level 3 system. It's currently "full self driving until it screws up, then it's your fault". Not "full self driving and if there's a situation it can't handle, it pulls over and parks". This is a big problem.[2]
[1] https://www.sae.org/blog/sae-j3016-update
[2] https://www.kbb.com/car-advice/level-3-autonomy-what-car-buy...