Elon Musk Says to Tesla: Daddy Is Very Much Home

Tesla's AI and Autopilot Focus - Elon Musk to assess Tesla's AI and autopilot ambitions, including visiting the "Colossus" data center and attending meetings [1] - Musk's public schedule updates are perceived as a narrative play [2] Market Performance and Challenges - Vehicle sales in Europe have been weak [3] - Tesla is experiencing consistent declines in shipments from its Shanghai factory [4] - Tesla continues to lose share of the EV market in the US [4] - The removal of Inflation Reduction Act tax credits poses a challenge to Tesla [4] Strategic Direction - Tesla's board is laying out a new master plan with targets [3] - The targets are potentially tied to Musk's compensation [3]