I'm skeptical about demand for the new Model Y from a couple of perspectives, even though there's still a fair amount of growth for electric vehicles, the market is slowing down,
Shareholders are hoping Musk will now have the time to focus on rebuilding the Tesla brand,
Our view is this situation is not sustainable, and the longer Musk stays at DOGE, the more risk there is to the Tesla story,
If Tesla is just a car company, why is the stock up 5% after a huge miss on Q1 deliveries
The brand crisis issues are clearly having a negative impact on Tesla...there is no debate,
I don’t like what’s happening to you, ... Wow. That’s beautiful.”
I bought this before Elon went crazy.”
A lot of companies are going to be in great shape because they've already built their plant ... Others will come into our country and build."
I also think he's got a big company to run, ... and so at some point he's going to be going back. He wants to."
People who come to work here feel really passionately about this work,
It was commonplace to stand up chats on any given national security topic,
Waltz built the entire NSC communications process on Signal,
As I mentioned several years ago, it increasingly appears that humanity is a biological bootloader for digital superintelligence,
Exactly what the stock needed,
We knew 1Q Tesla deliveries would be soft but these numbers were bad. We are not going to look at these numbers with rose colored glasses...they were a disaster on every metric. Refresh issues but brand crisis key. The time has come for Musk...fork in the road moment for Tesla,
My Tesla stock and the stock of everyone who holds Tesla has gone, went roughly in half,
The basis of the potential litigation are the material misstatements from Tesla claiming that CEO Elon Musk spends significant time on the company and is highly active in its management, despite his helming the Trump Administration's DOGE initiative, spending little of his time actually managing Tesla, and promoting policies that are actively harmful to Tesla's business."
There's no way to sugarcoat it, Tesla's first-quarter delivery numbers are a disappointment, though many investors were already preparing for a soft number
While the changeover of Model Y lines across all four of our factories led to the loss of several weeks of production in Q1, the ramp of the new Model Y continues to go well
My heart goes out to you.