2025-05-24 AI Summary: The article details a growing backlash in New York against Tesla CEO Elon Musk, stemming from his involvement in President Donald Trump’s cost-cutting operation, DOGE, and the perceived unfair advantages Tesla has received from the state. In 2014, Tesla secured a deal allowing it to sell directly to customers, bypassing franchise dealerships—a privilege not afforded to other car manufacturers. Democratic state senator Patricia Fahy, who initially supported the deal, is now introducing a bill to revoke Tesla’s five dealership licenses and redistribute them to other EV companies. This action is part of a broader anti-Musk movement in New York and across parts of the US, fueled by concerns over DOGE’s aggressive cuts to government jobs and agencies, including USAID, which has seen nearly 20,000 workers let go.
Beyond the dealership license revocation, another senator has proposed an audit of Tesla’s decade-old $1-a-year lease agreement for a mega-plant, potentially clawing back up to $1.53 billion in subsidies if job and reinvestment promises are unmet. New York City pension funds also hold over 3 million shares in Tesla, prompting calls for divestment. Musk, who has described himself as the president's "humble tech support," is scaling back his involvement with DOGE, reducing his work to one or two days a week and cutting political spending. DOGE has saved an estimated $170 billion, far less than the initial $2 trillion target. Musk's work with DOGE has provided him access to the president and his inner circle, but has also resulted in weekly protests, vandalism of Tesla showrooms, and a 71% drop in Tesla’s profits in the first three months of the year.
The article highlights contrasting perspectives on Musk’s actions. While conservatives and the MAGA movement view him as a hero, many Americans are turned off by his “chainsaw” approach to cost-cutting. A recent Associated Press/NORC poll found 65% of respondents thought Musk had too much influence on the US government, and 57% had an unfavorable view of him. However, only a quarter of Republicans disapproved of Musk. Despite these challenges, Musk maintains that Tesla’s sales are strong and demand is unaffected, citing gains on the right to offset losses on the left. Senator Fahy suggests Musk could redeem himself by investing in renewable energies and transitioning the transportation economy, and notes that his involvement with DOGE has provided access to foreign markets for his other companies.
The article concludes by noting the increasing polarization surrounding Musk, who has become a divisive figure. The president has repeatedly defended Musk, blaming "radical left lunatics" for Tesla’s share price drop and publicly supporting the company. Political science professor Tim Weaver suggests that while Tesla’s brand may be “irreversibly tarnished” among liberal and upper-middle-class consumers, Musk’s other companies may be benefiting from his time with the Trump administration.
Overall Sentiment: -6
2025-05-23 AI Summary: Since June 2024, Tesla (NASDAQ:TSLA) stock performance has been impacted by CEO Elon Musk’s increased focus on political priorities, particularly his endorsement of Donald Trump’s Presidential campaign. Initially, this association seemed beneficial; following Trump’s victory, Tesla’s share price nearly doubled in six weeks, reaching $488.54. However, shareholder concerns regarding Musk’s political statements and his role in the Department for Government Efficiency (DOGE) have led to a cooling of sentiment, with shares currently trading at $334.62, down 9% in 2025.
Investors who invested £10,000 in Tesla stock at the time of Musk’s endorsement would have purchased 70 shares. These shares are now worth £17,484.98, representing a return of approximately 75%. Despite this significant gain, the article highlights concerns about the long-term impact of Musk’s actions on Tesla’s brand. Cathie Wood of ARK Invest acknowledges the carmaker’s brand has suffered, and the company has faced extreme consequences, including "Tesla takedown" protests and vandalism of dealerships. Sales have also plummeted, reaching a three-year low of less than 337,000 EVs in Q1 of 2025.
Musk is reportedly attempting to repair Tesla’s public image and has shifted his focus back to the business he has led since 2008. The company faces intensifying competition within the EV sector and hopes a robotaxi trial in Austin, Texas, starting in June, can address current problems. However, Alphabet’s Waymo has gained an advantage in the driverless cab space, and Tesla is preparing for mass production of its CyberCab in 2026, facing significant regulatory hurdles.
Key facts and figures:
Stock Ticker: NASDAQ:TSLA
Initial Investment: £10,000
Shares Purchased: 70
Share Price at Endorsement: $488.54
Current Share Price: $334.62
2025 Decline: 9%
Current Value of Investment: £17,484.98
Return on Investment: Approximately 75%
Q1 2025 EV Sales: Less than 337,000
Overall Sentiment: 2
2025-05-23 AI Summary: Xiaomi has announced the YU7, a follow-up to its popular SU7 sedan, positioning it as a Tesla rival in the Chinese market. The YU7 boasts sleek crossover styling, resembling Porsche’s Taycan Sport Turismo, and offers increased interior space with a generous 1,970 liters of total storage. It is anticipated to significantly impact Tesla’s Model Y sales in China, potentially eroding their market share due to Xiaomi products’ popularity, larger dimensions, faster charging capabilities, and greater range.
The YU7 will be available in three versions (Standard, Pro, and Max), offering a range of up to 519 miles on a single charge and up to 680bhp in the Max models, achieving a 0-62mph sprint in 3.2 seconds. A key feature is its 800V silicon carbide high-voltage platform architecture, enabling a 10-80% charge in just 12 minutes. The vehicle incorporates Nvidia’s Drive AGX Thor computing platform, facilitating advanced autonomous driving, active safety systems, and a HyperVision Panoramic Display spanning the full width of the windscreen. This display "intelligently adapts" to user scenarios, offering speed and navigational directions, infotainment details (including real-time lyrics), and five modular information categories. The interior design is intended to mimic a fighter jet cockpit, and rear passengers have access to optional seat-back screens and a remote control panel. Rumored pricing is expected to slightly undercut the Tesla Model Y.
The article highlights a competitive landscape within the Chinese electric vehicle market, with Chinese EVs increasingly targeting Tesla. Xiaomi founder, chairman, and CEO Lei Jun has responded to a refreshed Model Y with a size comparison, emphasizing the YU7’s competitive advantages. Tesla is currently experiencing sliding sales figures, both in China and globally, with BYD recently surpassing Tesla in electric car sales in Europe. The article suggests that the YU7’s combination of technological advancement, practicality, and Xiaomi’s established brand recognition makes it highly likely to achieve significant sales success.
The article also notes that the SU7 was often regarded as the "Apple Car" and that the YU7 builds upon this momentum. Key facts include: the YU7's launch following the SU7's strong initial sales (almost 30,000 units in one month); the 1,970-liter storage capacity; the 12-minute charging time (10-80%); the availability in Standard, Pro, and Max versions; and the 3.2-second 0-62mph sprint time for Max models.
Overall Sentiment: +7
2025-05-23 AI Summary: Wedbush analysts have significantly raised their price target for Tesla (TSLA) stock to $500, positioning them as the most bullish tracked by Visible Alpha. This increase follows anticipation of Tesla's planned June launch of fully autonomous Teslas in Austin, Texas. The new target is closer to a previous $550 goal held before CEO Elon Musk's involvement in the Trump administration, which analysts described as a "brand crisis tornado." The analysts, led by Dan Ives, believe the majority of Tesla’s valuation upside hinges on the success of its autonomous driving technology.
The analysts’ renewed optimism is tied to what they perceive as a “different Musk,” who appears more committed to Tesla after announcing plans to scale back his government work. Musk has indicated that Tesla’s launch of paid autonomous rides and development of a more affordable vehicle remain on track. He also stated his intention to continue serving as Tesla CEO for the next five years, despite reports of the company considering a successor. Key facts include:
Price Target Increase: $350 to $500
Location of Autonomous Launch: Austin, Texas
Previous Goal: $550
Analyst Leader: Dan Ives
Timeframe: June launch
The article emphasizes that the success of Tesla's autonomous vision is the primary driver of the analysts’ revised outlook. They see the June launch as marking the beginning of a new era of growth for the company. The analysts’ previous concerns regarding Musk’s involvement in government work appear to have subsided, contributing to their more positive assessment of Tesla’s future prospects.
Overall Sentiment: +7
2025-05-23 AI Summary: Chinese car maker BYD has surpassed Tesla in European EV sales for the first time, marking a significant shift in the market. According to a report from JATO Dynamics, BYD registered 7,231 battery electric vehicles (BEVs) in Europe last month, compared to Tesla’s 7,165. This represents a 169 per cent increase in BYD’s BEV sales between April 2024 and 2025, while Tesla experienced a 49 per cent decline. As a result, BYD entered the top 10 EV brands, while Tesla fell to 11th place. Despite this victory, BYD did not make the top ten most registered car makers overall, with SAIC (owner of MG) achieving 10th place. Individually, no BYD model appeared in the top 25 most sold electric car models, whereas Tesla’s Model 3 ranked 24th, and Skoda’s Elroq was the top-selling model.
Several factors contribute to this change. BYD has navigated EU tariffs of up to 35 per cent on Chinese-made EVs by focusing on plug-in hybrids, resulting in a 359 per cent increase in total sales (including plug-in hybrids) in April 2025 compared to the previous year. Tesla’s sales decline is attributed to a refresh of the Model Y and, according to Schmidt Automotive Research, a backlash against CEO Elon Musk’s political positioning. Tesla has cited factory shutdowns for retooling and ramping up Model Y production in the UK as reasons for the sales issues, although the UK’s SMMT data primarily reported Model 5 deliveries. BYD’s current offerings in the UK include the Atto 3, Dolphin, and Seal, priced at £37,705, £26,205, and £45,705 respectively, with the forthcoming Atto 2 starting at £30,000 and the Dolphin Surf city EV expected to cost under £20,000.
The refreshed Tesla Model Y features new lightbars, a sharper design, and a longer body, along with tech improvements like a rear infotainment screen and improved camera. The new Model Y Rear-Wheel Drive starts at £44,990, with Long Range RWD at £48,990, Long Range AWD at £51,990, and the Launch Series Long Range All-Wheel Drive at £60,990. Despite the tariffs on Chinese EVs, registrations of Chinese EVs increased by 59 per cent in April 2025 compared to April 2024. Elon Musk has stated that Tesla has seen a “major rebound in demand” following a period of low demand, but this has yet to materialize. BYD currently has 60 dealer locations in the UK and counting.
Key facts extracted from the article:
BYD sales: 7,231
Tesla sales: 7,165
BYD sales increase (April 2024-2025): 169%
Tesla sales decrease (April 2024-2025): 49%
EU tariffs on Chinese EVs: up to 35%
Skoda Elroq: Top selling EV model
Tesla Model Y starting price (Rear-Wheel Drive): £44,990
BYD Dolphin Surf city EV price: under £20,000
Overall Sentiment: 2
2025-05-23 AI Summary: Tesla is planning updates to its Model S and Model X vehicles in 2025, but recent sightings suggest these will be relatively minor refreshes, prompting questions about the rationale behind the changes. The vehicles, grouped with the Cybertruck in Tesla’s quarterly delivery releases, saw just 12,881 units delivered in Q1 2025, with the Cybertruck likely accounting for a significant portion of that number (around 6,400 deliveries reported). CEO Elon Musk has stated that the Model S and Model X are being continued primarily for "sentimental reasons," deeming them of "minor importance to the future."
The updates appear to be focused on hardware changes rather than a major overhaul of the exterior design, a strategy contrasting with the changes made to the Model 3 and Model Y. The Model X sightings by The Kilowatts show a largely unchanged aesthetic, with the primary additions being a front bumper camera (previously implemented on the Cybertruck in October 2024 and the new Model Y) and new 20″ wheels. The Model S also received limited changes, including a rear diffuser on a Plaid model. Vehicle Engineering VP Lars Moravy indicated earlier in 2025 that the S and X would receive “some love” before the end of the year, aligning with updates seen in the Model 3 and Y, such as ambient lighting.
The limited scope of the updates suggests Tesla is prioritizing compatibility with its Full Self-Driving suite rather than pursuing significant sales growth. Musk’s willingness to upgrade the vehicles, despite their low volume and limited contribution to long-term goals, reflects this strategy. Moravy emphasized that a previous upgrade in the architecture and structure of the cars was substantial, and that the current updates are intended to bring the S and X in line with the features found in the higher-volume Model 3 and Y.
Key facts extracted from the article:
Vehicles: Model S, Model X, Cybertruck
Quarter: Q1 2025
Deliveries (Q1 2025): 12,881 (Model S, Model X, Cybertruck combined); approximately 6,400 Cybertruck deliveries reported.
CEO: Elon Musk
VP of Vehicle Engineering: Lars Moravy
Date of Cybertruck Camera Implementation: October 2024
New Wheel Size: 20″
Year of Updates: 2025
Overall Sentiment: 0
2025-05-23 AI Summary: Tesla’s Optimus robot has demonstrated the ability to perform various household chores, including stirring food, cleaning surfaces, and sweeping floors, according to a recent demonstration. Tesla claims the robot is trained through natural language instructions and learns by observing regular internet videos, mirroring how humans acquire skills from platforms like YouTube. The demonstration has shifted the conversation surrounding Optimus from skepticism, fueled by a previous viral video of the robot dancing, to a more serious consideration of its potential usefulness.
The video showcasing Optimus’s capabilities has garnered significant attention, accumulating over 56 million views. Social media users have responded with enthusiasm, with one user highlighting the potential for "exponential growth" in Optimus's capabilities once released publicly, predicting an ensuing economic boom. Another user expressed hope for the robot’s ability to assist elderly individuals, potentially enabling them to maintain independent living for longer.
The demonstration has sparked broader discussions regarding the integration of humanoid robots into everyday life. The article suggests Optimus may be capable of transforming how people approach daily tasks, potentially offering assistance around the home and improving the lives of disabled or elderly individuals. Key details include:
Robot Name: Optimus
Company: Tesla
Training Method: Natural language instructions and observation of internet videos
Views of Demonstration Video: Over 56 million
Predicted Outcome: Potential economic boom and assistance for elderly individuals.
The article presents a generally optimistic outlook on the potential of Tesla’s Optimus robot, focusing on its demonstrated capabilities and the positive reactions from social media users. The narrative emphasizes the robot’s potential to improve daily life and contribute to economic growth.
Overall Sentiment: +7
2025-05-23 AI Summary: Tesla's upcoming refresh of the Model S and Model X is nearing release, bringing relatively minor design and feature updates. A camouflaged Model S was spotted at the Nürburgring, revealing new front and rear bumpers and the long-awaited addition of a front bumper camera. The front of the vehicle features a grill-like opening, which Tesla is covering with a carbon fiber finish on the Plaid variant. While some hoped for a grill-less design with a light bar, similar to the new Model Y, this refresh will not include that change. The updates appear to be aimed at limiting tooling and manufacturing changes for these lower-volume vehicles. Headlights remain unchanged, and the rear camera location is unchanged from previous generations, unlike the Model Y which moved it into the rear trim piece.
The refreshed models also include notable interior updates, most notably the addition of ambient lighting, a feature previously available on all other Tesla vehicles. This lighting style is similar to that of the Model Y, running along the door panels. Tesla has expanded the functionality of ambient lighting in recent years, integrating it with features like Santa Mode (cycling colors between red and green) and Rainbow Road (cycling the colors of the rainbow). Additional options have been added, including brightness control and the ability to keep the lights on continuously or only at night. A new exterior color, similar to Glacier Blue available on the Model Y outside North America, was also spotted on the refreshed Model X.
Tesla hasn’s officially commented on the updates beyond stating that the Model S and X will receive “love” later this year. The Kilowatts noted that Tesla doesn’t have any Model S or X vehicles in their Fremont outbound lot, suggesting an announcement may be imminent. The updates are considered welcome additions, particularly the front bumper camera and ambient lighting. The article suggests Tesla is attempting to balance design refreshes with manufacturing efficiency.
The article highlights that the updates are relatively minor in terms of body redesign, but the addition of the front bumper camera and ambient lighting are viewed positively. The lack of a grill-less front design, initially hoped for, is a departure from the Model Y's aesthetic. The absence of Model S and X vehicles in Fremont’s outbound lot indicates a potential announcement soon.
Overall Sentiment: +7
2025-05-23 AI Summary: Wedbush analyst Dan Ives has raised Tesla's price target from $350 to $500, citing the company's potential to enter a "golden age of autonomous growth." Ives envisions a possible $2 trillion market capitalization for Tesla by the end of 2026 in a "bull case scenario," driven primarily by the anticipated launch of Tesla’s robotaxi service, slated for Austin by the end of June. Ives views Tesla not simply as a car company, but as a disruptive technology global player positioned to capitalize on the convergence of autonomous driving and AI, potentially placing it alongside companies like Nvidia, Microsoft, Palantir, Amazon, Meta, OpenAI, and Alphabet. He believes Tesla remains an undervalued AI play, estimating that AI and autonomous technologies could be worth at least $1 trillion for the company. The rollout of Tesla’s Full Self-Driving (FSD) software is also seen as a key driver, with Ives suggesting adoption rates could rise past 50%, significantly impacting Tesla’s financial model and margins.
The article highlights several key individuals and entities involved: Dan Ives (Wedbush analyst), Elon Musk (Tesla CEO), and various competitors including Alphabet (Waymo), Uber, and Baidu. Specific dates mentioned include the anticipated launch of the robotaxi service by the end of June and a target of 2026 for a potential $2 trillion market cap. Locations of significance are Austin (where the robotaxi service is expected to debut) and the broader U.S. market, alongside China where Baidu is pushing forward with robotaxis. Ives suggests close ties between Musk and President Donald Trump could potentially ease regulatory hurdles. The article also notes that FSD remains driver-assist technology, requiring human oversight.
Despite the optimistic outlook, the article acknowledges potential challenges. These include regulatory scrutiny and safety concerns surrounding Tesla’s FSD system, as well as the competitive landscape, with Waymo, Uber, and Baidu vying for dominance in the robotaxi market. Ives concedes that Musk’s timelines for autonomous Teslas have previously been missed. The article emphasizes that the core focus for investors should be the AI Revolution coming to Tesla, which will make it one of the best pure plays on AI over the next decade.
The article's narrative presents a largely positive perspective on Tesla's future, emphasizing its potential for growth in the AI and autonomous driving sectors. However, it also incorporates a degree of caution by acknowledging existing challenges and competition. The overall tone suggests a belief in Tesla's disruptive potential, while remaining mindful of the obstacles that lie ahead.
Overall Sentiment: +7
2025-05-23 AI Summary: Wedbush Securities analyst Dan Ives has raised his price target for Tesla shares to $500, suggesting a potential surge of 46.6% over the next year. This new target represents a high point on Wall Street, according to LSEG. Ives attributes this optimistic outlook to the impending "golden age of autonomous" vehicles, with the Austin launch next month marking a key growth chapter for Tesla. He reiterated his "outperform" rating on the stock. The analyst believes the opportunity tied to artificial intelligence and autonomous vehicles could be worth at least $1 trillion for Tesla, potentially leading to a company valuation nearing $2 trillion within the next 12 to 18 months. Ives also stated that Tesla could become "one of the best pure plays on AI over the next decade."
The article notes that Tesla shares have faced a challenging period earlier in 2025, dropping more than 15% year-to-date. This downturn was partially attributed to CEO Elon Musk’s involvement in a government efficiency initiative led by President Donald Trump, which initially rattled investors. However, with Musk reaffirming his commitment to Tesla, Ives suggests that investors can now focus on the company's role in the artificial intelligence revolution. The majority of analysts polled by LSEG also hold bullish ratings on Tesla.
Key figures and details mentioned in the article include:
Analyst: Dan Ives (Wedbush Securities)
New Price Target: $500
Potential Surge: 46.6%
Current Year-to-Date Drop: 15%
Potential Valuation: $2 trillion
Location: Austin (launch location)
Individuals: Elon Musk, Donald Trump
The article emphasizes the significance of Tesla's autonomous vehicle technology and its potential to drive substantial valuation growth. Ives’s perspective frames Tesla’s future success as heavily reliant on the successful implementation of its autonomous vision.
Overall Sentiment: +8
2025-05-23 AI Summary: According to Wedbush analyst Dan Ives, Tesla (NASDAQ: TSLA) is poised for a “golden age of autonomous growth” driven by the impending launch of its Robotaxi platform and the apparent conclusion of a challenging period for the company. Ives has repeatedly adjusted his price target for Tesla shares throughout 2025, currently setting it at $500, a significant increase from earlier targets of $550, $315, $350, and $500. The analyst attributes this shift to a perceived recommitment from CEO Elon Musk following a period he describes as a “dark chapter” related to Musk’s involvement with the Department of Government Efficiency (DOGE) and its impact on Tesla’s brand.
Ives believes the Robotaxi launch could unlock at least $1 trillion in value for Tesla, with the Trump White House potentially accelerating key initiatives. He anticipates a $2 trillion valuation for TSLA within the next 12 to 18 months, fueled by increased penetration of Full Self-Driving (FSD) and the rollout of the Cybercab. While acknowledging concerns regarding demand in Europe and Asia, particularly the need to revitalize Model Y growth in those markets, Ives’ primary focus remains on the potential of the autonomous division and the possibility of a 50 percent or greater penetration of FSD, which he believes could dramatically transform Tesla’s financial model and margins.
The analyst suggests that Tesla will become the “true autonomous winner” and that investors will recognize the company’s AI vision. Key facts and figures mentioned include: Tesla's current stock price of $337.88 at 11:45 AM Eastern Time, Ives' current price target of $500, and the potential for a $1 trillion valuation from the Robotaxi launch, leading to a projected $2 trillion valuation within 12-18 months. The article also references the potential impact of the Trump White House and the need to address Model Y demand in Europe and Asia.
The article highlights a shift in sentiment surrounding Tesla, moving from a period of perceived challenges to a future brimming with potential. Ives’ analysis emphasizes the transformative power of autonomous driving and the significant financial rewards that could accrue to Tesla as it establishes itself as a leader in this rapidly evolving market.
Overall Sentiment: +8
2025-05-23 AI Summary: Tesla CEO Elon Musk has announced that Tesla's robotaxis will be deployed in Austin, Texas, by the end of June, initially with approximately 10 self-driving vehicles, with plans for rapid expansion to thousands if the launch is successful. The article explores how investors should approach investing in this and other futuristic technologies, particularly autonomous vehicles. Financial experts, like Douglas Boneparth, president of Bone Fide Wealth and a member of CNBC’s Advisor Council, advise a deliberate approach, emphasizing that investing in emerging technologies should be treated similarly to any other investment opportunity, considering individual risk tolerance and overall financial plans.
A thematic exchange-traded fund (ETF) is suggested as a way to gain exposure to the autonomous vehicle sector. These ETFs hold a basket of stocks believed to benefit from the technology's growth, allowing investors to participate in the potential success of multiple companies rather than attempting to pick individual winners. Roxanna Islam, head of sector and industry research at TMX VettaFi, notes that many of these ETFs include industry "enablers" like Nvidia and Microsoft alongside Tesla, and cautions investors to examine the fund's holdings to ensure alignment with their investment goals. She recommends limiting exposure to thematic ETFs to no more than 5% of a portfolio.
Financial experts recommend setting up “guardrails” before investing in futuristic technologies. They suggest maintaining a broadly diversified core portfolio of low-cost mutual funds and ETFs, allocating only 5% to 10% of investable net worth to more adventurous or opportunistic investments, such as opportunity portfolios or “core and explore” strategies. Boneparth stresses the importance of due diligence and research, regardless of how popular or exciting an investment opportunity may seem, and cautions against investing solely based on headlines. CNBC Make It offers online courses covering topics like earning passive income and mastering communication skills, with a 30% discount available through a coupon code MEMORIAL.
Key facts and figures mentioned in the article include:
Deployment Location: Austin, Texas
Initial Vehicle Count: Approximately 10
Timeframe: End of June
Recommended Allocation to Opportunity Portfolios: 5% to 10% of investable net worth
Recommended ETF Allocation: No more than 5% of portfolio
Coupon Code: MEMORIAL (for CNBC Make It courses)
Overall Sentiment: 0
2025-05-23 AI Summary: The 2025 Axios Harris Poll of brand reputation reveals a significant decline in Tesla’s standing, placing it 95th out of 100 companies, with a brand score of 61.3. This represents a sharp drop from 2019 when Tesla ranked 42nd with a score of 75.4, and a high of 8th in 2021 with a score of 80.2. The decline is attributed primarily to the actions and public persona of Tesla CEO Elon Musk. Companies ranked lower than Tesla include SpaceX (86th, 66.4 score), BP, UnitedHealth, and Temu. Other companies ranked above Tesla include TikTok, Fox Corporation, and Boeing. Notably, every other automaker on the list ranked higher than Tesla by at least 35 places; Ford ranked #60.
The article details Tesla’s trajectory over the years, noting a drop to #12 in 2022 (score of 79.5) and #63 in 2024 (score of 72.5). The report identifies Musk’s political advocacy, including support for German neo-Nazis and defense of Hitler’s actions, as a key driver of protests and negative customer perception. Beyond politics, the article criticizes Musk’s leadership for prioritizing products that don't work or sell, rather than focusing on Tesla’s strengths like its cost advantages and Supercharger network. The article also mentions a $55 billion pay package awarded to Musk, later stopped by a court, and Musk's subsequent efforts to influence Texas business laws to benefit himself.
The article suggests a broader narrative of a "Tesla killer" embodied by Musk himself, and highlights the apparent indifference of Tesla’s board and shareholders to his actions, evidenced by their continued support of his leadership. The report also references Tesla’s employees working to produce good electric vehicles, contrasting their efforts with Musk’s actions. The article concludes by noting that Tesla’s board has been dumping TSLA stock and that the situation has become severe, as demonstrated by this latest poll data.
Key facts and figures extracted from the article include:
2019 Ranking: 42nd (score 75.4)
2021 Ranking: 8th (score 80.2)
2025 Ranking: 95th (score 61.3)
Ford Ranking: #60
SpaceX Ranking: 86th (score 66.4)
Musk Pay Package: $55 billion
Overall Sentiment: -8
2025-05-23 AI Summary: Tesla has launched a new, more affordable version of its Model Y, the Long Range Rear-Wheel Drive, priced at $44,990. This model boasts a range of 357 miles, a top speed of 125 mph, and an acceleration rate of 5.4 seconds from 0 to 60 mph. The launch comes as Tesla has experienced sales slacking in 2025, partially attributed to CEO Elon Musk's involvement in U.S. politics. Critically, the new model qualifies for the full federal tax credit of $7,500 under the Inflation Reduction Act (IRA), effectively lowering the price to $37,490.
The article highlights the increasing appeal of electric vehicles, noting that this launch aims to accelerate EV usage without sacrificing features or usability. It emphasizes that EVs are becoming more accessible to the average person, and that fueling them with home solar panels, facilitated by resources from companies like EnergySage, can further reduce costs by avoiding public charging stations or grid reliance. The IRA also provides credits for solar energy purchases. The article also mentions that the Trump administration has indicated a potential future reduction of these incentives, requiring an act of Congress.
The article frames the launch within a broader context of rising public interest in electric vehicles and intensifying market competition. It suggests that the move is a strategic response to recent sales challenges and a commitment to expanding EV adoption. The article also briefly touches on the potential impact of political involvement on Tesla's sales performance. It underscores the growing trend towards sustainable purchases and the potential for renewable energy sources to complement EV ownership.
The article’s overall tone is optimistic about the future of electric vehicles and Tesla’s role in that future. It presents the launch as a positive development, emphasizing the affordability and accessibility of the new Model Y and the benefits of transitioning to electric transportation. It also highlights the potential for further cost savings through solar energy integration.
Overall Sentiment: +7
2025-05-23 AI Summary: Tesla's stock experienced a slight increase of 1% despite a challenge to its dominance in the Chinese electric vehicle (EV) market from Xiaomi. Xiaomi is set to launch its YU7 electric vehicle SUV in July, which analysts believe will be the strongest competitor to Tesla’s best-selling Model Y. Xiaomi CEO Lei Jun compared the YU7 favorably to the Model Y, noting its driving range of up to 835 kilometers (leaving the Model Y’s 719 kilometer range in the dust) and its ability to accelerate from zero to 62 mph in 3.23 seconds. While full pricing details for the YU7 are forthcoming in July, Jun indicated it will likely be more expensive.
Xiaomi has previously challenged Tesla in China, with its SU7 sedan outselling the Model 3, achieving over 200,000 sales as of April 2025. However, sales of the SU7 have recently declined following an accident. Deutsche Bank projects that Xiaomi will deliver 100,000 YU7 SUVs and 280,000 SU7s this year. Tesla’s sales have been declining in China, Europe, and elsewhere, contributing to the company’s current difficulties. These challenges are attributed to increased competition, the need for a vehicle refresh, tariff impacts, and damage to Tesla’s brand image due to Elon Musk’s relationship with President Trump.
The article highlights the broader context of Tesla’s struggles within the competitive Chinese EV market. It points to Xiaomi's prior success in challenging Tesla, specifically with the SU7 sedan, and suggests that the YU7 poses a significant threat. The article also mentions the potential impact of external factors such as tariffs and brand perception on Tesla’s performance. The article references TipRanks’ comparison tool for EV stocks and online brokers, suggesting resources for investors.
The article presents a generally factual account of the situation, focusing on the competitive landscape and the specific details of Xiaomi’s new vehicle launch. It acknowledges both Xiaomi’s past successes and recent setbacks, and it attributes Tesla’s challenges to a combination of internal and external factors. The tone is primarily descriptive, with a focus on presenting data and outlining the key developments in the Chinese EV market.
Overall Sentiment: 0
2025-05-23 AI Summary: Tesla shares experienced a near 1% decline following a Reuters report detailing the deployment of a customized version of Elon Musk's Grok chatbot across multiple U.S. federal departments. This initiative, spearheaded by Musk's Department of Government Efficiency (nicknamed DOGE), reportedly includes the Department of Homeland Security (DHS). The stated aim of this deployment is to leverage Grok for data sifting and automated report generation. Grok was launched by Musk's xAI in 2023.
The article highlights concerns regarding the unvetted nature of this deployment. Three sources familiar with the matter informed Reuters that DHS officials were actively encouraged by DOGE staff to adopt Grok despite its lack of formal vetting. The specific datasets fed into the system remain unclear. Privacy advocates have voiced concerns that integrating public-sector data with a private AI tool could trigger regulatory pushback and damage reputations. Analysts warn that this action may breach established privacy safeguards and potentially grant Musk unfair access to nonpublic federal contracting information.
In related news, Anthropic, backed by Amazon (NASDAQ:AMZN) and Alphabet (NASDAQ:GOOG), has released its next-generation Claude models: Claude Opus 4 and Claude Sonnet 4. Opus 4 is being touted as the world's top coding model, while Sonnet 4 is positioned for advanced reasoning and tool use, with Claude Code now widely available. The article concludes by emphasizing the need for investors to monitor regulatory scrutiny and potential legal fallout stemming from Musk's blurring of lines between public service and private AI ventures.
Key facts extracted from the article include:
Company: Tesla (NASDAQ:TSLA), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), xAI
Individuals: Elon Musk
Organizations/Departments: Department of Government Efficiency (DOGE), Department of Homeland Security (DHS), Anthropic
Chatbots: Grok, Claude Opus 4, Claude Sonnet 4
* Date: 2023 (Grok launch), 2025-05-23 (publication date)
Overall Sentiment: -5
2025-05-23 AI Summary: Some Tesla owners are installing ripcords on their rear doors as a safety measure to facilitate quicker escapes in emergency situations, particularly in the event of a fire. The concern stems from reports of occupants perishing in Tesla fires where electrically-activated doors failed to open. Many Tesla vehicles utilize electronic push-button door releases, which can malfunction due to vehicle damage or power loss. While manual release mechanisms exist, they are often hidden and difficult to locate, especially under stressful conditions like a fire.
Creative owners are addressing this issue by attaching brightly colored ripcords to the existing mechanical door release mechanisms. Simple keychains, often aviation-themed (e.g., “PULL TO EJECT,” “DON’T PANIC”), are commonly used and easily threaded onto the rear door releases. Off-the-shelf options are also available, such as Tesery’s “Safety Pull Cord” for the Model Y ($15 USD) and EV Dynamics’ hi-viz orange version on Amazon ($15 USD). News outlets have reported on multiple fatal Tesla fires where occupants were trapped due to door malfunctions, including a crash in California and another in Toronto that killed four. Randy Schmitz, captain of the Calgary Fire Department, noted that many drivers were unaware of how to find the manual door override.
The problem isn't unique to Tesla. Other automakers are also grappling with the challenge of electronic door releases. Audi E-Tron allows release by forcefully pulling the handle multiple times, and the Ford Mustang Mach-E’s handle functions as the manual release. However, other vehicles like the Chevrolet Corvette, Lincoln Continental, and Genesis G90 have less obvious emergency releases. The article suggests that automakers may not revert to traditional door handles, and recommends that Tesla drivers familiarize themselves with escape routines and educate their passengers.
The article highlights a growing concern regarding the safety of electronic door releases in modern vehicles and proposes a simple, inexpensive modification to mitigate the risk of entrapment in emergency situations. It emphasizes the importance of proactive safety measures and passenger education.
Overall Sentiment: -5
2025-05-23 AI Summary: Tesla is testing an updated Model S, likely a Plaid variant, at the Nürburgring in Germany. Carscoops spotted the prototype undergoing testing on the track, which serves as a proving ground for high-performance vehicles. The refresh appears to involve relatively minimal exterior changes, primarily focused on aerodynamics. Tesla’s VP of Engineering, Lars Moravy, has mentioned updates to the Model S and Model X, but provided no specific details. The changes are not expected to be as substantial as the Juniper-level refresh seen in the Model Y.
Key exterior modifications include the addition of a new lower lip spoiler mounted on the front bumper, intended to improve aerodynamic efficiency and downforce. The headlights and eyeliner-style running lights remain largely unchanged. The front bumper camera has returned, mirroring recent additions to the refreshed Model Y and Cybertruck. The prototype was observed with new alloy racing wheels resembling the Photon wheels from the Model 3, though Arachnid wheels were also present on the vehicle during testing. The rear end of the vehicle appears largely unchanged.
The article suggests potential interior updates to align the new Model S with the updated Model 3 and Model Y. There is also speculation regarding powertrain improvements, potentially aiming to regain performance records previously held by the S Plaid. While Tesla could surprise with announcements, the article anticipates a slightly faster and more aesthetically refined Model S, but not with drastic changes like Steer-by-Wire technology seen in the Cybertruck. The article notes that even the Juniper refresh launched without Cybertruck upgrades.
The article highlights the focus on front-end aerodynamic improvements and the possibility of powertrain enhancements, while tempering expectations for revolutionary changes. The testing at Nürburgring indicates a continued emphasis on performance and track capability for the Model S Plaid. The return of the front bumper camera and the adoption of wheels similar to the Model 3's Photon wheels are noted as significant observations.
Overall Sentiment: +6
2025-05-23 AI Summary: A Tesla driver, Wally, in Alabama, experienced a frightening incident where his 2025 Tesla Model 3 with Full Self-Driving (FSD) v13.2.8 on Hardware 4 suddenly veered off the road and flipped upside down. Wally, who leased the vehicle, stated he was paying attention and following Tesla’s guidance to “lean back and watch the road” when the incident occurred approximately two months ago while driving to work in Toney, Alabama. He sustained a split chin requiring seven stitches and was fortunate that crash detection immediately alerted first responders. Tesla has acknowledged that FSD can make mistakes and that drivers need to pay attention, but Wally claims he had less than a second to react and even then, intervention might have worsened the situation.
The article highlights a recurring issue with Tesla’s FSD, where crashes often stem from driver inattention. However, it also points to a more concerning trend: crashes seemingly caused entirely by FSD with minimal driver opportunity to prevent them. The author recounts a similar experience last year where their Model 3’s FSD unexpectedly attempted to take an emergency exit on the highway. The article suggests a potential problem with FSD-induced complacency among drivers, leading to both inattentive and seemingly unavoidable crashes. The view from the front-facing camera just before the incident shows shadows on the ground, which the author speculates may have contributed to FSD’s actions, though this remains unconfirmed.
Tesla maintains that drivers are always responsible in a crash, even with FSD activated, and has implemented driver monitoring systems, although these are reportedly being relaxed. The article emphasizes the difficulty in assigning blame in cases like Wally's, particularly given Tesla's instructions to drivers. The author suggests that the incident underscores a need for further scrutiny of FSD's reliability and its potential to create dangerous situations, even when drivers are attempting to follow recommended practices.
Key facts from the article include: Wally’s vehicle is a 2025 Tesla Model 3; the FSD version was v13.2.8 on Hardware 4; the incident occurred in Toney, Alabama; Wally required seven stitches; and Tesla's guidance is to "lean back and watch the road." The author also mentions a personal experience with FSD attempting an emergency exit.
Overall Sentiment: -6
2025-05-23 AI Summary: Tesla Cybertruck sales have plummeted significantly over the last few months, experiencing a collapse in commercial performance following initial strong sales upon launch in late 2023. This decline is attributed to multiple factors, including CEO Elon Musk's political activities and subsequent public backlash. Key indicators of this downturn include a record sales decline in the first quarter of 2025, with year-over-year sales falling by half in Europe and 70 percent in Germany. Sales in China dropped by 49 percent in February, marking the company's lowest sales figures since 2022, and Chinese EV automaker BYD surpassed Tesla in Europe for the first time. Unsold Cybertruck inventory has dramatically increased, exceeding 10,000 vehicles valued at approximately $808 million in early May. The Ford F-150 Lightning has surpassed the Cybertruck as the most popular all-electric pickup truck as of March and Q1 2025.
The severity of the Cybertruck's depreciation is further highlighted by recent trade-in values. A user on a Cybertruck owners forum reported receiving an estimate of $65,400 for a 2024 all-wheel drive model with 6,211 miles, representing a roughly 34 percent depreciation rate within just one year. CEO Elon Musk’s association with US President Donald Trump and his leadership of the "Department of Government Efficiency," which has resulted in government spending cuts and layoffs, are cited as primary causes of the negative public sentiment. This has led to boycotts and vandalism of Tesla vehicles, with drivers displaying bumper stickers expressing disapproval. The Cybertruck has also faced numerous recalls due to safety issues with components such as exterior panels, electric inverters, and acceleration pedals.
The Cybertruck's history has been marked by delays before its late 2023 launch, with the final price exceeding Musk's initial estimates. The vehicle’s initial enthusiasm has been eroded by these ongoing problems. Data from analysts indicates a substantial increase in unsold inventory, signaling low demand. The shift in market preference, as evidenced by the Ford F-150 Lightning’s dominance, and the rapid depreciation of the Cybertruck, underscore the challenges facing Tesla in the electric pickup truck market.
Key facts and figures mentioned in the article:
Launch Date: Late 2023
Sales Decline (Q1 2025): Record decline in history
European Sales Decline (Year-over-Year): 50%
German Sales Decline (Year-over-Year): 70%
Chinese Sales Decline (February): 49%
Unsold Cybertruck Inventory (Early May): Over 10,000 vehicles
Value of Unsold Inventory: $808 million
Trade-in Value Estimate (2024 AWD, 6,211 miles): $65,400
* Depreciation Rate: Roughly 34% in one year
Overall Sentiment: -7
2025-05-23 AI Summary: TESLA has released a music video for the instrumental song "From The Heart," a track from their EP "All About Love." The EP, released in November 2024, features four versions of the title track ("Electric Mix," "Acoustic Mix," "Hybrid Mix," and "Live"), a live version of "Walk Away," and "From The Heart," composed by guitarist Frank Hannon. Hannon recorded the song in his home studio, utilizing a Gibson Dove acoustic and a small Gibson 00 parlor acoustic guitar, encouraged to purchase the latter by Tommy Shaw during a tour with STYX. Dave Rude currently performs the song live with the band.
The EP was a six-month project, with bassist Brian Wheat stating that it represents what fans would expect from TESLA. The band has adopted a strategy of releasing singles rather than full albums, influenced by the changing music industry and the desire to avoid the extensive time commitment required for album production. Jeff Keith, the band's singer, and the band have released singles "Cold Blue Steel" and "Time To Rock!" prior to the EP. Frank Hannon noted that the song originated from a dry spell of songwriting during the COVID lockdown, initially being a mellow track that needed to be "rocked out TESLA style." The band has also been performing "All About Love" live for several months prior to its recording.
The decision to forgo a full album stems from the band members’ ages and desire to continue touring while still able to perform at a high level. Frank Hannon explained that creating a truly great album requires a year of intense collaboration and demoing, a commitment that is increasingly impractical given the band's touring schedule and the economic realities of the music industry. Brian Wheat, citing statistics, believes that ticket sales now outweigh record sales, and the band prioritizes delivering hits to live audiences. The band's 2019 album, "Shock," produced by DEF LEPPARD guitarist Phil Collen, faced criticism for its polished production. Troy Luccketta, the original drummer, took a break from touring in 2021 and was replaced by Steve Brown. TESLA’s debut album, "Mechanical Resonance" (1986), went platinum, and "The Great Radio Controversy" (1989) produced five hits, including "Heaven's Trail (No Way Out)" and "Love Song."
The band recently released a cover of AEROSMITH's "S.O.S. (Too Bad)" as a bonus track on their live album, "Full Throttle Live!" (May 2023), recorded in August 2022 at Full Throttle Saloon in Sturgis, South Dakota.
Overall Sentiment: 0
2025-05-23 AI Summary: NYU professor Scott Galloway has criticized Elon Musk's recent political entanglements, specifically his involvement with DOGE, as leading to the "greatest brand destruction" in history. Galloway argues that Musk's actions have alienated Tesla’s core customer base while simultaneously slashing jobs and diverting resources. According to polling cited by Galloway, Tesla’s reputation has plummeted from the eighth most reputable brand in 2021 to 95th. This decline coincides with significant revenue drops; Tesla’s revenue was down 20%.
The article details a series of concerning sales figures for Tesla across various European countries. These include a 20% decline in sales overall, a 71% drop in profits, a 59% decline in France, an 81% decrease in Sweden, a 74% drop in the Netherlands, a 50% reduction in Switzerland, a 33% decrease in Portugal, a two-thirds decline in Denmark, and an unspecified drop in other regions. Galloway suggests Musk is a "brilliant guy" but has "alienated his core demographic" and has "cozied up to the people who aren’t interested in EVs," noting that "three-quarters of Republicans would never consider buying an EV." Kara Swisher, a veteran tech journalist, added that Musk has also "alienated the Republicans."
In response to these challenges, Musk announced plans to reduce his time spent on DOGE starting in May and to cut back on political spending. This decision was reported by CBS News. The article frames these actions as a reaction to the company's struggles, with Galloway attributing them to the negative impact of Musk’s political involvement on Tesla’s brand image and sales performance. The article highlights a significant shift in Tesla’s standing, both in terms of public perception and financial results, directly linking it to Musk's recent actions.
The article paints a picture of a company facing a severe crisis of reputation and sales, with Galloway directly attributing this decline to Musk’s political choices. The cited statistics and quotes underscore the severity of the situation, portraying a once-highly-regarded brand experiencing a dramatic downfall.
Overall Sentiment: -7
2025-05-23 AI Summary: The article details the potential downfall of California's mandate requiring all new vehicles sold in the state to be zero-emission by 2035, a rule that has significantly influenced automotive industry standards across the United States and Canada. Originally granted by the American Environmental Protection Agency (EPA) since 1967, the waiver allowing California to regulate automotive emissions has enabled the state to implement increasingly stringent rules, culminating in the 2035 mandate. This mandate, and the ability for other states to emulate it, has resulted in over 40% of American car sales being subject to similar regulations, effectively shaping national policy. President Trump's efforts to rescind the waiver are being challenged, primarily through the Congressional Review Act (CRA). However, the Senate Parliamentarian and the Governmental Accountability Office have questioned the legality of using the CRA in this instance, as they deem the waiver not to be a “rule.”
The article highlights the ripple effects of this potential change across North America. Quebec was the first Canadian jurisdiction to adopt a mandate mirroring California’s, followed by British Columbia and the federal government’s own ZEV mandate. These mandates, along with California’s, are now potentially jeopardized by the CRA action. Several states, including Vermont and Delaware, are reconsidering their alignment with California’s rules. Automakers, too, are divided, with Ford and Volkswagen supporting California’s standards while Toyota and General Motors actively campaigned against the EV mandate. Furthermore, California itself is struggling to meet its own targets, with ZEV sales hovering around 25% and dropping. The article also notes potential impacts on the Inflation Reduction Act subsidies and the future of battery plants built in both the U.S. and Canada.
The article further explores the political and economic implications, noting the partisan divide in response to the CRA's use and the potential for automakers to shift focus towards gas-guzzling vehicles. It suggests that a negotiated settlement, perhaps redefining hybrids as zero-emission, is unlikely due to the entrenched political positions. The author expresses concern that the upheaval will not make North America’s automotive landscape more inviting and that consumers will ultimately bear the cost. David Booth, the author, emphasizes that the situation is further complicated by potential trade talks between the U.S. and Canada, where the ZEV mandate could be used as a bargaining chip. Key individuals mentioned include President Trump, Guy Carbonneau, and Matthew Booth. Dates referenced include 1967, 1983, and 2035. Organizations mentioned include the EPA, the Governmental Accountability Office, and Postmedia.
The article concludes with a reflection on the author’s long-standing advocacy for hybrid redefinition and a pessimistic outlook on the current trajectory. The author, David Booth, has been writing about automotive topics for over 40 years, including a long tenure with Driving.ca and the creation of the Motor Mouth podcast. He has tested over 1,500 passenger cars and 500 motorcycles and remains passionate about the automotive industry.
Overall Sentiment: -3
2025-05-23 AI Summary: This edition of TechCrunch Mobility covers a range of developments in the transportation sector, including financial struggles for Luminar, fundraising rounds for startups, auctioning of Nikola’s trucks, and shifts in strategy for major players like Tesla and Waymo. AAA projects 45.1 million people will travel at least 50 miles from home over the Memorial Day holiday, with 39.4 million using a car. Luminar, a lidar startup, is seeking capital through a deal with Yorkville Advisors Global, potentially bringing in another $200 million through convertible preferred stock sales. The company recently replaced its founder, Austin Russell, as CEO and is undergoing its third restructuring in a year. SparkCharge, offering “charging-as-a-service,” raised $15.5 million in a Series A-1 round, and Sylndr, a Cairo-based used car sales startup, secured $15.7 million. Nikola’s hydrogen trucks, valued at approximately $114 million, are being auctioned off following the company’s bankruptcy filing in February.
Several companies are adjusting their approaches to autonomous driving. Aurora has added human “observers” to its self-driving trucks at the request of partner PACCAR, who are not safety operators and cannot intervene. Einride founder Robert Falck is stepping down, with CFO Roozbeh Charli taking over. Zoox has completed the initial mapping phase and will begin testing in Atlanta. Waymo and Uber plan to offer robotaxi rides in Atlanta, and Waymo’s service area is expanding in California. Tesla, under Elon Musk, is limiting robotaxi operations in Austin, Texas, to specific “safest” areas, representing a shift from Musk’s previous claims of a general-purpose self-driving solution. Arc unveiled an electric boat, the Arc Coast, priced at $168,000. Senate Republicans overturned a waiver allowing California to set stricter air pollution standards for vehicles. Uber is launching a B2B logistics service in India and Uber Freight has launched AI features, including Insights AI and over 30 AI agents. Rebecca Bellan reviewed the Heybike Alpha e-bike, noting its strengths like the mid-drive motor and long-lasting battery, but also mentioning frustrations with the app and horn.
The article highlights a mix of challenges and advancements within the mobility sector. Nikola’s bankruptcy and Luminar’s financial maneuvering suggest difficulties for some companies in the hydrogen and lidar spaces, respectively. Tesla’s geofencing strategy for robotaxis indicates a more cautious approach to autonomous vehicle deployment than previously projected. Conversely, Waymo’s expansion and Uber’s AI integration demonstrate ongoing progress in autonomous driving and logistics. The overturning of California’s emissions waiver could have broader implications for vehicle standards. The review of the Heybike Alpha provides a consumer perspective on the growing e-bike market.
Key facts and figures include: 45.1 million projected Memorial Day travelers, 39.4 million using cars; Luminar potentially receiving $200 million; Nikola trucks valued at $114 million; SparkCharge raising $15.5 million; Sylndr securing $15.7 million; Arc Coast priced at $168,000; Heybike Alpha costing $1,699. Individuals mentioned are Austin Russell, Robert Falck, Roozbeh Charli, Marc Stoll, Elon Musk, and Rebecca Bellan. Organizations include Luminar, SparkCharge, Sylndr, Nikola, Aurora, PACCAR, Einride, Waymo, Uber, Tesla, Arc, and Development Partners International.
Overall Sentiment: 0
2025-05-23 AI Summary: Wedbush analyst Dan Ives predicts Tesla's upcoming robotaxi rollout will usher in a "golden age of autonomous" driving, potentially boosting the company’s stock by 40% and raising the price target from $350 to $500. Ives estimates this autonomous driving opportunity represents a $1 trillion market for Tesla, potentially pushing its market cap to $2 trillion by the end of 2026. Uber and Waymo are also expected to benefit from this trend. The launch is slated to begin next month in Austin, Texas, with future rollouts planned for Los Angeles and San Francisco. Musk confirmed Tesla plans to have autonomous robotaxis driving on Austin streets by the end of June.
Several factors are contributing to this optimism. Musk is reducing his involvement in the White House, dropping in on the White House “for a couple days every few weeks,” after previously having a more significant presence. Ives believes Musk’s government involvement created “brand damage and a black cloud” over Tesla. Protests have erupted at Tesla dealerships nationwide, and there have been arson attacks on showrooms, including incidents involving Molotov cocktails. Investors have also expressed frustration with Musk’s focus on DOGE and other ventures, viewing it as a distraction from Tesla. The company has also faced challenges, including a slump in overseas sales; BYD surpassed Tesla in electric vehicle sales in Europe last month, and Tesla reported a 49% drop in European sales in April.
The article highlights a long history of Musk's promises regarding self-driving taxis, dating back to 2016, though current vehicles require human supervision. The robotaxi would mark Tesla’s first fully autonomous car. Ives links his optimism to Musk's reduced role in the White House and the potential for increased focus on Tesla’s core business. The article also details the negative consequences of Musk's involvement in government, including protests, arson attacks, and investor frustration, alongside the competitive pressures from rivals like BYD.
The article presents a mixed picture of Tesla's prospects, balancing the potential for growth through robotaxis with ongoing challenges related to sales, investor sentiment, and external factors. The timeline for the robotaxi launch, the impact of Musk’s reduced government involvement, and the competitive landscape all contribute to the complexity of the situation. Key facts include: Ives' price target increase to $500, a potential market cap of $2 trillion by 2026, Austin, Texas as the initial launch location, a 49% drop in European sales in April, and BYD surpassing Tesla in European EV sales.
Overall Sentiment: +7
2025-05-23 AI Summary: Tesla lobbyists have engaged in multiple meetings with senior UK government officials to advocate for accelerated approval of self-driving car technology. Between August and October of last year, five meetings occurred between Tesla representatives and the Department for Transport (DfT), including one less than a month after Labour’s election victory. Natasha Mahmoudian, Tesla’s chief UK lobbyist, offered a Tesla demo to Emma Ward, the DfT’s director-general for road transport policy, during a meeting on August 2nd. The primary goal of these meetings, according to Mahmoudian, was to encourage the new Labour Government to fast-track the approval of autonomous vehicles (AVs).
Currently, UK law permits self-driving vehicles to perform only limited tasks like cruise control, lane-keeping, and parking assistance ("level 2" autonomy). Tesla is pushing for approval of "level 4 and 5" autonomy, which would allow fully driverless operation. Mahmoudian stated that Tesla systems are currently at level 2 and expressed a desire to understand the steps needed to achieve higher levels of automation. The DfT’s Emma Ward acknowledged the government’s interest in keeping the UK at the forefront of AV technology but noted a “nervousness around safety” and the need to determine responsibility in case of vehicle failure. Progress on autonomous vehicles has slowed under the Labour Government, with the 2026 target set by Rishi Sunak slipping to 2027. Uber has stated they are ready to implement driverless taxis as soon as the government is ready.
Concerns regarding the safety of driverless cars are highlighted by experts. A University of Surrey professor, Saber Fallah, stated that current AI lacks the cognitive capabilities of humans. Reports indicate nearly 400 car crashes involving self-driving AI systems in the US in 2021, resulting in six deaths and five serious injuries. Tesla was forced to recall over two million vehicles in 2023 due to concerns about misuse of its Autopilot system. However, a University of Central Florida study suggests AVs generally demonstrate better safety, citing research indicating 90% of accidents are caused by human error and pedestrians are less likely to be involved in accidents with self-driving cars. A Tesla source claims the UK’s delays put Britain at a disadvantage compared to European counterparts and downplays safety concerns, citing Tesla’s independent tests. A DfT spokesperson refuted any suggestion that Tesla gained a commercial advantage from these meetings.
The article also mentions that assisted driving systems like emergency braking are already helping millions of drivers stay safe, but that a leap from assisted driving to fully self-driving cars remains significant.
Overall Sentiment: 0
2025-05-23 AI Summary: The article centers around a confession from Tesla Cybertruck owner, Joseph Jefferson, who shared his experiences on the Tesla Cybertruck Owner's Facebook page. Jefferson’s story, presented with humor, reveals a personal consequence of owning the vehicle: the loss of a close friend. He disclosed that he was recently interviewed by "60 Minutes" regarding his feelings about owning a Cybertruck and the impact it has had on his friendships over the past year. Jefferson attributes the loss of his friend to the Cybertruck, suggesting the friend’s jealousy over his ownership is the root cause, rather than any fault of Jefferson himself. He emphasizes the vehicle’s polarizing nature, stating, "I guess it's something about the shape, I think?" and questioning why some people are unwilling to embrace happiness. He describes a daily routine of waking up, feeling a slight frustration, and then finding solace in seeing his Cybertruck, stating, "That's how I know I'm going to be alright. It's day by day."
The article further explores the public perception of the Cybertruck’s design, referencing comments from Reddit users who express negative opinions. Mishma2005 describes it as "a refrigerator on wheels," while curious_dead finds the rear design "an ugly, featureless grey rectangle." Other Reddit users criticize the fingerprints on the stainless steel and the difficulty in opening the doors. A Facebook post by Tahseen Syed highlights the vehicle’s polarizing nature, stating, "Another hater put to rest," after a calm exchange about the truck’s capabilities. The article also includes a brief anecdote about a Cybertruck owner calmly responding to a hater’s criticism of his truck by mirroring the criticism onto the hater’s shoes.
The article is written by Denis Flierl, a Senior Torque News Reporter with 30+ years in the automotive industry. He specializes in reporting on Subaru and provides expert analysis. The article concludes by inviting readers to share their own Cybertruck stories and opinions, emphasizing the vehicle's polarizing nature and encouraging a conversation about it. The article also mentions a separate Torque News article titled "My Tesla Cybertruck Just Drove Itself Back To the Dealer Because of the Heavy Debt I Owe, Come Back Cybertruck."
Overall Sentiment: 0
2025-05-23 AI Summary: Chinese electric vehicle manufacturer BYD has surpassed Tesla in European sales for the first time, registering 7,231 fully electric vehicles in Europe last month compared to Tesla's 7,165. This represents a significant achievement for BYD, which has been aggressively expanding into overseas markets. The shift in market leadership comes as BYD’s monthly registrations jumped by 169 per cent year-on-year, while Tesla experienced a 49 per cent decline during the same period. BYD also saw a 359 per cent increase in registrations for plug-in hybrid vehicles compared to the previous year. Several European manufacturers, including Renault, Škoda, Volkswagen, Audi, and BMW, also outperformed Tesla in pure electric car sales in April.
BYD currently offers eight electric models across more than 30 European countries, including the compact Seagull hatchback, priced as low as €22,990 (£19,330). Jolin Zhang, deputy managing director of BYD Europe, stated the company’s mission is to “reach as many customers as possible in the world.” To address EU tariffs, BYD plans to establish local production through plants in Hungary and Turkey. The company’s expansion is driven, in part, by the need to meet tougher emissions regulations in the EU that came into effect this year. Felipe Munoz, a global analyst at Jato Dynamics, described the move as "a watershed moment for Europe's car market."
Tesla’s declining European sales are attributed to an ageing product portfolio and a backlash to Elon Musk’s intervention in regional politics. Musk recently announced he would be stepping back from his Government role in the US to focus on running the carmaker after first-quarter profits fell to the lowest level since late 2020. The company recently upgraded its flagship Model Y car, but has still struggled to maintain its market dominance.
The article highlights a broader trend of Chinese manufacturers strengthening their position in the European automotive landscape, with European manufacturers also contributing to increased competition by rolling out new battery-powered vehicles at more affordable prices. The shift in market share reflects changing consumer preferences and the increasing importance of affordability and emissions compliance in the European automotive market.
Overall Sentiment: -2
2025-05-23 AI Summary: Embrace Leasing is offering a Tesla Model 3 for £271.01 a month through the Auto Express Find A Car service. This deal requires an initial payment of £3,552.12 and covers a three-year lease with a 5,000-mile-a-year limit. An 8,000-mile-a-year limit is available for an additional £16.45 per month. The offer applies to the Rear-Wheel-Drive (Standard) model.
The offered Model 3 features a 60kWh battery, providing a claimed range of 323 miles. Real-world driving range is estimated to be in the high 200s, and the car utilizes Tesla’s Supercharger network. Performance-wise, the base-spec Model 3 accelerates from 0-62mph in under six seconds and has a top speed of 125mph. The car received a significant facelift in 2023, featuring sleeker front and rear styling and an overhauled interior. The interior design is minimalist, and while the technology functions well, indicator stalks are absent.
The article emphasizes that sales of new Teslas have recently declined, but the Model 3 remains competitive in the electric car market. The deal is sourced from Auto Express’s own deals service and is subject to terms and conditions, price changes, and limited availability. Interested parties are directed to the Auto Express Tesla Model 3 hub page for additional leasing offers.
The article highlights the car's features and the leasing deal as a way to acquire a Tesla Model 3 at a relatively affordable monthly cost. It acknowledges recent sales trends but positions the offered deal as a compelling option within the electric vehicle market.
Overall Sentiment: +7
2025-05-23 AI Summary: Billionaire investor Stanley Druckenmiller, known for generating average annual returns of 30% over a 30-year period, including 12 years at the Quant Fund under George Soros, has significantly adjusted his investment portfolio. In the first quarter of 2025, Druckenmiller’s family fund, Duquesne Capital Management, slashed its stake in Tesla (TSLA) by approximately 50%, now holding 18.8 million shares. This reduction follows a surge in Tesla’s stock price after President Donald Trump’s election victory, which was attributed to investor optimism regarding Elon Musk’s relationship with the president. However, these gains largely evaporated in the first quarter due to struggles within Tesla’s core electric-vehicle (EV) business and concerns about Musk’s political involvement. Druckenmiller also quadrupled his position in Taiwan Semiconductor (TSM), purchasing an additional 491 million shares during the same period.
The shift towards Taiwan Semiconductor reflects Druckenmiller’s belief in AI and disciplined valuation practices. While Nvidia is considered a key "pick-and-shovel" AI play, Taiwan Semiconductor manufactures Nvidia's next-generation Blackwell chips and is viewed as a deeper layer in the AI supply chain. Nvidia CEO Jensen Huang has described Taiwan Semiconductor as the premier chip manufacturer, emphasizing its critical role in chip production. Taiwan Semiconductor reported solid earnings ahead of Wall Street consensus estimates and anticipates revenue growth in the mid-20s percentile in 2025, driven by AI-associated revenue expected to double this year. The company faces challenges from export restrictions imposed by the Trump administration, but maintains a forward earnings multiple of 18.
Tesla’s future hinges on the success of its full-self-driving (FSD) technology and Optimus robots, with an upcoming demonstration in Austin scheduled for June. However, the company faces increased competition, particularly in China, where BYD has gained significant market share. Maintaining Tesla’s high valuation requires progress on these future initiatives. Druckenmiller’s decision to reduce his Tesla holdings, coupled with his increased investment in Taiwan Semiconductor, suggests a strategic realignment towards companies supporting the AI infrastructure, even amidst potential challenges like export restrictions.
Key facts extracted from the article include:
Stanley Druckenmiller’s average annual returns: 30% over 30 years.
Duquesne Capital Management’s Tesla stake reduction: approximately 50%.
Tesla shares held by Duquesne: 18.8 million.
Taiwan Semiconductor shares purchased: additional 491 million.
Nvidia CEO: Jensen Huang.
Upcoming FSD demonstration location: Austin.
Taiwan Semiconductor's forward earnings multiple: 18.
Overall Sentiment: 0
2025-05-23 AI Summary: Elon Musk recently shared a video of Tesla's Optimus robot on X (formerly Twitter), highlighting it as the company's "biggest product ever." The video showcases the humanoid robot performing various household chores, including cooking, cleaning, and vacuuming. According to Tesla, the robot learns these tasks through natural language instructions and by mimicking human actions observed in internet videos. The video follows a previous demonstration where Optimus exhibited dancing moves, generating significant online attention.
The video quickly gained traction, accumulating over 56 million views. Social media users responded with enthusiasm and speculation about the robot's potential impact. One user predicted an "economic boom" and a transition to a "post-scarcity" age due to the robot's ability to learn and adapt rapidly. Another expressed excitement about the prospect of having an Optimus robot performing household tasks, while a third praised the "incredible progress" and envisioned the robot enabling longer independent living for elderly individuals. Several users commented on the potential for widespread adoption, suggesting that people would be reluctant to live without such a device.
The article highlights the robot's capabilities and the optimistic reactions to its demonstrated functionality. Key facts include: the robot is called Optimus, it is a Tesla product, the video garnered over 56 million views, and it learns through natural language instructions and internet video observation. Elon Musk shared the video with the caption "The biggest product ever," and the Tesla Optimus account added, "I'm not just dancing all day, ok." The article focuses on the positive sentiment surrounding the robot's potential to revolutionize daily tasks and improve quality of life.
The article presents a narrative centered on the excitement and anticipation surrounding Tesla's Optimus robot and its potential to transform household chores and potentially lead to significant societal and economic changes. The focus is on the robot’s demonstrated abilities and the overwhelmingly positive reactions from social media users, portraying a future where robotic assistance is commonplace and beneficial.
Overall Sentiment: +8
2025-05-22 AI Summary: Tesla has officially opened its 24-stall Supercharger station at Trinity Common Mall in Brampton, Ontario, after a wait exceeding a year. Initially, the station was slated to be the largest in the country, tied with Hope, B.C., but its delayed opening allowed other installations to surpass it. The Supercharger is located at 210 Great Lakes Drive, within a quieter section of the mall's parking lot near the Rogers store. It features a square layout and includes one pull-in stall among the 24 V3 chargers, capable of delivering up to 250kW of power.
The project began in March 2024, following initial plans filed in May 2023. The delay was attributed to a backlog of Supercharger activations in Ontario. Current charging rates vary depending on the time of day: $0.25/kWh for Tesla owners and $0.32/kWh for non-Tesla owners during off-peak hours (unspecified), and $0.55/kWh for Tesla owners and $0.70/kWh for non-Tesla owners during peak hours (12:00pm to 8:00pm). This is the second Supercharger in Brampton; the first, located approximately 8 km away at the Canadian Tire on 2850 Queen Street East, has only 12 stalls.
The opening of the Trinity Common location addresses the increasing demand for charging infrastructure in the Greater Toronto Area, driven by accelerating EV adoption. The new Supercharger provides greater access to charging for Tesla drivers in the region. The station’s specifications include:
Location: 210 Great Lakes Drive, Brampton, Ontario
Stall Count: 24
Charger Type: V3
Power Output: Up to 250kW
Peak Hours Rates: $0.55/kWh (Tesla), $0.70/kWh (Non-Tesla)
Off-Peak Rates: $0.25/kWh (Tesla), $0.32/kWh (Non-Tesla)
The opening marks a significant step in expanding Tesla’s charging network in Ontario, though it was preceded by a considerable delay. The increased availability of Superchargers is expected to support the continued growth of electric vehicle usage in the region.
Overall Sentiment: 0
2025-05-22 AI Summary: Daytona Beach is experiencing significant growth, attracting real estate developers, investors, major companies, and national retail chains, signaling what is being referred to as "Daytona's moment." Several projects are underway, transforming the area's economic landscape.
Five key projects are driving this growth. Construction is nearing completion on a Trader Joe's and Homesense store at Tomoka Town Center, with an anticipated opening this fall. Across the street, Sprouts Farmers Market and The Fresh Market are also under construction, with Sprouts expected to open by the end of this year or early 2026, and Fresh Market part of a new retail center called The Cays. The Cays will also include a Hyatt House hotel and a Tesla dealership, the latter located on the northeast corner of Williamson and Mason Avenue. Additionally, Amazon recently completed a 2.8 million-square-foot robotic fulfillment center at 2510 Bellevue Ave., slated to open this fall and employing over 1,000 people. Embry-Riddle Aeronautical University’s research park is welcoming The Boeing Company and Aura Aero, the latter planning to assemble two-seater planes and construct a 500,000-square-foot assembly plant at Daytona airport.
The Amazon fulfillment center utilizes Kiva robots for efficient movement of goods, supporting same- and next-day deliveries. Amazon has other facilities in Volusia County, including a last-mile delivery station and two pre-first-mile fulfillment centers in Deltona. Boeing will operate a research-and-development facility at the Cici and Hyatt Brown Center for Aerospace Technology. Aura Aero’s plans include producing both passenger and cargo versions of its eight-engine regional electric-hybrid aircraft.
The growth extends beyond retail and logistics. The influx of companies like Boeing and Aura Aero highlights a diversification of the local economy, with a focus on aerospace technology and manufacturing. The construction of new hotels and dealerships also indicates increased tourism and consumer activity. The projects collectively demonstrate a significant investment in Daytona Beach's future, positioning it as a growing hub for commerce and industry.
Overall Sentiment: +7
2025-05-22 AI Summary: Tesla CEO Elon Musk has declared the company’s humanoid robot, Optimus, to be Tesla’s “biggest ever product.” Musk shared a video on X showcasing Optimus performing various daily chores, demonstrating Tesla’s vision for AI-powered home assistants capable of handling everyday tasks with human-like precision. The video depicts Optimus stirring a pot, vacuuming, and cleaning a table, all while following instructions.
Optimus has been under development since its initial prototype in 2022, and recent videos highlight significant progress in its agility and expressiveness. Musk has previously stated that Optimus has the potential to revolutionize domestic work and labor-intensive tasks, claiming it will be the most significant product ever made. Recent demonstrations include videos of Optimus dancing like humans, showcasing its advanced capabilities in real-time movement and balance. These demonstrations are part of Tesla's broader efforts in AI and robotics, including events like the "We, Robot" event where Optimus has performed synchronized dances.
The article emphasizes the ongoing development and increasing sophistication of the Optimus robot. Key facts include:
Product: Tesla Optimus humanoid robot
CEO: Elon Musk
Initial Prototype Date: 2022
Platform for Video Sharing: X
Event Showcasing Robot Capabilities: "We, Robot"
The article focuses on the potential of Optimus to transform labor and domestic tasks, highlighting the ongoing advancements in its functionality and movement capabilities.
Overall Sentiment: +7
2025-05-18 AI Summary: Danish construction company Tscherning has returned its entire corporate fleet of Tesla vehicles, citing Elon Musk’s political commitments and publicly expressed opinions as the primary reason. The decision reflects a broader trend of declining Tesla sales and brand damage in Europe linked to Musk's political involvement, leading to increased consumer concerns and even current Tesla owners selling their vehicles. This trend is reportedly impacting corporate sales, a significant revenue source for Tesla in Europe. Tscherning, similar to European pharmacy chain Rossmann, which sold its Tesla fleet last year, had previously electrified its corporate fleet with Tesla vehicles.
The company stated it doesn’t want to be “associated with the values and political direction that currently accompany the Tesla brand” and will instead purchase “European alternatives” to Tesla vehicles. The article suggests Tesla’s situation in Europe is unsustainable, potentially leading to layoffs and store closures. Q1 and Q2 2025 figures are lower than every quarter in the past three years, according to Electrek. Purchasing used Teslas may now be more cost-effective due to current pricing.
Meanwhile, Tesla's stock experienced a significant increase, jumping 45% in one month, closing at $349.9 last week. Elon Musk responded to former Democratic vice presidential candidate Tim Walz on X, sharing a screenshot of the stock increase and using the term "Kek." Musk also pulled an old post from Walz celebrating Tesla's stock struggles and sarcastically questioned the Governor with a clown face emoji.
Key facts extracted from the article include:
Company: Tscherning (Danish construction company)
CEO: Elon Musk (Tesla)
Pharmacy Chain: Rossmann (European pharmacy chain)
Stock Price: $349.9 (last week), $347.70 (screenshot shared by Musk), $22 (Tesla's stock price in Walz's old post)
Stock Increase: 45% in one month
Dates: Q1 and Q2 2025, 2025-05-18 (publication date)
Overall Sentiment: -5
