Investment firm Gerber Kawasaki's co-founder Ross Gerber thinks Tesla Inc.'s (NASDAQ:TSLA) focus shifting away from EVs could be a strategic error for Elon Musk's EV giant.Check out the current price of TSLA stock here.A Strategic Error For TeslaSpeaking to Bloomberg during an interview on Wednesday, the investor outlined that his firm still held over "$80 million" in Tesla stock for clients. "I personally still own the stock," Gerber said, adding that Tesla's core automotive and energy business would still ...

Steve, great to have you here. Let's start off on the quarter that just was I mean, no surprise here. We kind of know how many vehicles they're producing, how many vehicles they're selling, but we're now on this precipice where here in the U.S. that 70 $500 tax credit that you got is no more.And I do wonder how that changes the value proposition for Tesla and whether that means that their goal, their short term targets can actually be met. Well, that's the big question. I think the results are kind of a tal ...

The probe centers on Tesla vehicles running red lights and violating other traffic laws. ...

Core Viewpoint - The end of EV tax credits may benefit Tesla Inc (NASDAQ:TSLA) as competitors are under-investing in electric vehicles, potentially giving Tesla an advantage in the Full Self-Driving (FSD) race [1][2]. Group 1: Competitors' Challenges - Major traditional automakers such as GM, Ford, Volkswagen, and Toyota have indicated plans to cut EV factory output and the number of models by 20% to 30% in recent months due to the removal of tax credits [2]. - This under-investment in EVs places traditional automakers in a difficult position, as they will struggle to monetize autonomy without a sufficient electric fleet [2]. - Tesla has been producing EVs profitably, while its competitors are facing losses [3]. Group 2: Tesla's Developments - Tesla is progressing with its robotaxi business in Austin, which marks a significant milestone after years of development and investment [4]. - The company has introduced a refreshed Model Y globally, featuring design and performance upgrades, and plans to unveil new mass-market models in the upcoming quarter [4]. - Tesla is also advancing towards scaling production of its humanoid robot, contributing to its long-term growth narrative [4].

Tesla Inc. (NASDAQ:TSLA) has said that its vehicles in Australia and New Zealand have clocked in several hundred thousand miles of Supervised FSD.Check out the current price of TSLA here.67 Laps Around AustraliaThe company took to the social media platform X on Monday to share the news via a post. "In less than 2 weeks, owners have travelled 1 million kilometres on FSD Supervised in AU & NZ," Tesla's official handle for Australia and New Zealand said. The EV giant added that the distance covered was enough ...

Core Point - Two U.S. senators have called for an investigation into Tesla's Full Self-Driving system due to reported failures in detecting and responding to railroad crossings [1] Group 1 - The request for investigation highlights concerns regarding the safety of Tesla's autonomous driving technology [1] - The senators' action indicates increasing scrutiny from regulators on the performance of advanced driver-assistance systems [1] - The investigation could have implications for Tesla's reputation and regulatory compliance in the automotive industry [1]

Core Insights - 1248 Management, LLC increased its Tesla holdings by 16,443 shares, valued at approximately $4.94 million, raising its total position to 18,754 shares worth $5.96 million [1][2] - Tesla now represents 2.2% of 1248 Management's 13F reportable assets, moving from 0.22% to a slightly overweight position compared to its 1.8% weighting in the S&P 500 [2][4] Company Overview - Tesla's market capitalization is $1,081.1 billion, with a trailing twelve months (TTM) revenue of $97.729 billion and a net income of $5.92 billion [3] - The stock has experienced a one-year price change of 50.5%, outperforming the S&P 500 by 35.5 percentage points [2][3] Financial Metrics - As of August 19, 2025, Tesla's forward P/E ratio is 135.87, and its EV/EBITDA stands at 76.8, with a 5-year revenue compound annual growth rate (CAGR) of 31.8% [2][10] Business Model - Tesla operates a direct-to-consumer sales model, generating income through vehicle sales, leasing, energy solutions, regulatory credits, and after-sales services [6][10] - The company serves individual consumers, businesses, utilities, and commercial clients globally, with a strong presence in the United States and China [6] Market Position and Potential - Tesla is seen as having significant potential in the robotaxi market, with the company slowly rolling out its robotaxi service, although unsupervised full self-driving (FSD) is not yet available to the public [5][7][8] - The upside potential from generating long-term revenue streams from robotaxis and unsupervised FSD software sales is considered significant, despite the associated risks [7][8]

Core Insights - Tesla is disbanding its Dojo supercomputer team, marking a significant shift in its strategy for developing in-house chips for driverless technology [1][4] - The departure of around 20 employees to form a new AI startup, DensityAI, has contributed to the dissolution of the Dojo project [2] - CEO Elon Musk has been promoting Tesla as an AI and robotics company, despite challenges in the rollout of its robotaxi service [3] Group 1: Dojo Project Developments - The lead of the Dojo project, Peter Bannon, is leaving Tesla, and remaining team members will be reassigned to other projects [1] - The Dojo project was initially seen as a cornerstone for Tesla's AI ambitions, with Musk emphasizing its potential to process vast amounts of video data [4] - Morgan Stanley had predicted that Dojo could add $500 billion to Tesla's market value by creating new revenue streams [5] Group 2: Shift in Strategy - Tesla plans to increase reliance on external technology partners like Nvidia and AMD for computing needs, moving away from in-house chip development [8] - A recent $16.5 billion deal with Samsung aims to produce AI6 inference chips for various applications, including full self-driving and humanoid robots [9] - Musk hinted at potential redundancies and convergence between the Dojo and AI6 inference chip projects [9] Group 3: Future Directions - The focus has shifted to a new AI training supercluster called Cortex, which is being developed at Tesla's headquarters in Austin [7] - The Dojo project was part of a broader strategy that included the development of Tesla's D1 chip, which was unveiled in 2021 [7] - Tesla's board has offered Musk a $29 billion pay package to ensure his continued leadership in advancing the company's AI initiatives [10]

Core Viewpoint - Tesla has experienced significant stock growth over the past decade, with shares increasing by 1,700% as of July 10, despite recent revenue growth slowing and a high price-to-earnings (P/E) ratio of 170.4, indicating a market belief in its bright future driven by full self-driving (FSD) technology [1][2][5]. Group 1: Financial Performance and Valuation - Tesla's shares are currently trading 35% below their peak from December last year, yet they maintain a high valuation, reflecting investor confidence in future growth [2][3]. - The company has transitioned to consistent profitability, which is viewed positively despite the slowdown in revenue growth [1]. Group 2: Future Prospects and Strategic Focus - The market's high valuation suggests expectations of significant future success, particularly related to Tesla's FSD technology and the potential for a robotaxi service [5][7]. - Tesla launched a limited robotaxi service in Austin, Texas, marking a step forward in its FSD ambitions, although it still trails behind competitors like Alphabet's Waymo [6]. Group 3: Market Opportunities and Challenges - The potential financial rewards from a successful robotaxi service are substantial, with estimates suggesting it could be a multitrillion-dollar opportunity [7]. - For Tesla's strategy to succeed, it must not only increase EV sales but also encourage owners to participate in the robotaxi service, which could lead to high-margin revenue [8]. Group 4: Risks and Uncertainties - There are significant uncertainties regarding the widespread adoption of robotaxis, including regulatory hurdles and public acceptance of autonomous vehicles [9][10]. - If Tesla's business model remains unchanged, it may continue to focus solely on selling EVs, which could lead to a lower P/E multiple in the future [11].

Core Viewpoint - Tesla may be entering an era of "gimmicks," losing focus on its core electric vehicle (EV) business following the launch of its robotaxi service in Austin, according to Wall Street analyst Gordon Johnson [1][2]. Company Operations - Tesla's core operations are believed to be in a state of structural decline, leading the company to rely on promotional spectacles and futuristic tech promises to maintain market attention [2]. - The recent robotaxi rollout has faced scrutiny due to notable errors, including wrong-lane driving and abrupt stops, raising concerns about the readiness of its Full Self-Driving (FSD) system [4]. Financial Performance - Tesla's automotive gross margin fell to approximately 16% in the first quarter, down from a pandemic-era high of 25%, indicating struggles in maintaining profitability amid price cuts and zero-interest financing strategies [5]. - The company is facing declining sales and increasing pressure from lower-cost Chinese manufacturers [5]. Market Sentiment - Shifting public sentiment, influenced by CEO Elon Musk's polarizing public image, has eroded goodwill among some investors and consumers [6]. - After an initial boost from the robotaxi launch, Tesla's stock price has retraced, closing at $323, down 1.4%, with a 1.2% decline over the past week [7]. Stock Price Outlook - Tesla stock needs to hold above the $300 support level, and if the company can reassure investors about the safety of its robotaxi, there is potential for the stock to target the $400 mark [10].