 The product is kind of stale. That's Bloomberg Detroit Bureau Chief David Welch. You have General Motors, you have the Europeans gaining traction with their new EVs. Even Honda's got a couple out now. Even if they only sell them in small numbers, they're taking market share. Now, Elon Musk is promising new models by early next year, and a big event's coming up August 8th to unveil the self-driving robo-taxi. True believers like Gene Munster of Deepwater Asset Management say full self-driving will be central to Tesla's long-term growth.