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Tesla, Inc. is a company that operates in the automotive and energy sectors, focusing on the design, development, manufacturing, sales, and leasing of electric vehicles and energy products . The company sells electric vehicles, including models such as the Model 3, Y, S, X, Cybertruck, and Tesla Semi, along with automotive regulatory credits, used vehicles, and related services . Additionally, Tesla offers energy generation and storage products like the Powerwall and Megapack, contributing to its diversification efforts .
- Automotive - Encompasses the design, development, manufacturing, sales, and leasing of electric vehicles, including the Model 3, Y, S, X, Cybertruck, and Tesla Semi. Includes sales of automotive regulatory credits, used vehicles, non-warranty after-sales vehicle services, body shop and parts, paid Supercharging, vehicle insurance revenue, and retail merchandise .
- Energy Generation and Storage - Involves the design, manufacture, installation, sales, and leasing of solar energy generation and energy storage products, such as Powerwall and Megapack. Includes related services and sales of solar energy systems incentives .
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Elon Musk ExecutiveBoard | Technoking of Tesla and CEO | CEO of SpaceX, CTO of X Corp., CEO of x.AI, Founder of The Boring Company, Founder of Neuralink | Co-founded Tesla in 2004, became CEO in 2008, and has led Tesla to become one of the most valuable companies globally. Also leads multiple ventures in space, AI, and tunneling. | View Report → |
Vaibhav Taneja Executive | Chief Financial Officer | None | Joined Tesla in 2017, promoted to CFO in August 2023. Previously served as Chief Accounting Officer and Corporate Controller. | View Report → |
Xiaotong (Tom) Zhu Executive | Senior Vice President, Automotive | None | Joined Tesla in 2014, led Gigafactory Shanghai construction and operations, and promoted to SVP in 2023. | View Report → |
Ira Ehrenpreis Board | Director | Founder and Managing Member of DBL Partners, Chairman of VCNetwork, President of WAVC | Tesla Board member since 2007, chairs the Compensation and Nominating Committees. A leader in impact investing and venture capital. | |
James Murdoch Board | Director | CEO of Lupa Systems | Tesla Board member since 2017. Former executive at 21st Century Fox and Sky plc, with expertise in media and corporate governance. | |
JB Straubel Board | Director | Founder and CEO of Redwood Materials, Board Member at QuantumScape | Co-founded Tesla and served as CTO from 2005 to 2019. Rejoined Tesla's Board in 2023. Focuses on battery recycling and sustainability through Redwood Materials. | |
Joe Gebbia Board | Director | Co-Founder of Airbnb, Founder of Samara, Chairman of Airbnb.org, Trustee at Rhode Island School of Design, Member of Olympic Refuge Foundation | Joined Tesla's Board in 2022. Known for his entrepreneurial expertise and design innovation as a co-founder of Airbnb. | |
Kathleen Wilson-Thompson Board | Director | Director at Wolverine World Wide and McKesson Corporation | Joined Tesla's Board in 2018. Former EVP and CHRO at Walgreens Boots Alliance. Brings expertise in HR, governance, and legal matters. | |
Robyn Denholm Board | Chair of the Board | Operating Partner at Blackbird Ventures, Chair of Technology Council of Australia | Joined Tesla's Board in 2014 and became Chair in 2018. Brings decades of experience in technology and finance. |
- With the reduction in average selling prices due to financing incentives impacting automotive margins , how does Tesla plan to sustain profitability amid increasing cost pressures and competitive pricing in the EV market?
- Tesla has delayed the Roadster for years, citing focus on higher-impact projects ; can you provide a concrete timeline for its release and explain how it fits into Tesla's overall strategic priorities?
- With the ambitious goal to achieve full autonomy by Q2 next year , what specific challenges does Tesla face in securing regulatory approval and public acceptance for its autonomous vehicles?
- Given the collaboration between Tesla and xAI and potential concerns about conflicts of interest , how do you address these concerns and clarify how xAI's development directly benefits Tesla's mission and shareholders?
- As you focus on expanding in-car software offerings and improving features like the browser , how does Tesla plan to balance the integration of advanced features without compromising driver safety, especially before full autonomy is widely available?
Recent press releases and 8-K filings for TSLA.
- Diverse AV competition, including Tesla’s robotaxi, Waymo, Amazon Zoox and May Mobility, is viewed as beneficial for Uber’s demand-aggregator model, offering multiple partnership options and mitigating terminal-value risks.
- Uber’s stock peaked on Tesla’s robotaxi day (Oct 10), then slid to the mid-60s by February until its AV partnership strategy was unveiled, which helped normalize its valuation to about 20× EBITDA.
- Tesla delivered 384,122 vehicles in Q2, up ~16% from Q1 but down 12% year-over-year, with production of 410,244 units; deliveries slightly missed Wall Street estimates.
- The federal EV tax credit is set to expire by September, which may spur a Q3 pre-buy effect, but full-year deliveries are still forecast to decline by about 8%.
- Intensifying competition from Chinese automakers and weakening US demand contrast with continued strength in China, where Tesla saw its first delivery increase in a year.
- A public feud between CEO Elon Musk and President Trump over the tax credit has unsettled investors, contributing to a recent 5% drop in Tesla’s share price.
- Long-term growth depends on the upcoming affordable model, autonomous-driving and robotics initiatives, even as valuation remains elevated versus fundamentals.
- Tesla CEO Elon Musk has assumed direct oversight of European sales while Tom Zhu now leads global operations, signaling a notable management change.
- Q2 2025 global deliveries were approximately 350,000, in line with analyst expectations.
- China deliveries increased 1% year-over-year, but Tesla faces intense price competition from BYD, with its ASPs nearly double those of BYD.
- The company will report its Q2 results on July 23, 2025.
- Commentary suggests investor focus is shifting toward Tesla’s robotics, robotaxi and FSD ambitions, diminishing emphasis on traditional vehicle metrics.
- Former Ambassador Burns views the recent rare earth metals agreement as a positive step but believes a full comprehensive US–China trade deal remains distant, possibly only achievable in autumn after another one to three months of negotiations.
- Key sectoral tariffs implemented by the US include 100% on Chinese EVs, 50% on semiconductors, and 25% on lithium batteries, and these are unlikely to be removed soon due to concerns over China dumping excess products.
- The US’s high tariffs on allies like the EU, Japan, and South Korea undermine potential coalition leverage against China, as these partners share similar trade concerns but lack incentive to join US-led talks.
- TikTok divestiture is expected to be addressed on the margins of broader trade negotiations, with Chinese government approval making it integral to any final deal.
- The Senate narrowly agreed to proceed with President Trump’s “big, beautiful bill,” which includes a $40,000 SALT cap through 2030, Medicaid funding cuts, and reductions to clean energy incentives.
- The Congressional Budget Office estimates the bill will add $3.25 trillion to the national debt over the next 10 years.
- Wind and solar projects face a shortened timeframe for tax-credit eligibility and may incur an additional tax unless they decouple supply chains from China.
- Elon Musk publicly condemned the legislation for supporting “industries of the past” rather than future clean-energy sectors, a view echoed by major industry groups.
- Tesla completed the first fully autonomous delivery of a Model Y from its Austin Gigafactory to a customer’s home with no human occupants or remote operators.
- The vehicle reached highway speeds up to 72 mph, demonstrating advanced FSD capabilities.
- The delivery was finished a day ahead of schedule and likely used an unreleased version of Tesla’s Unsupervised FSD software.
- This milestone surpasses Tesla’s Robotaxi service, which still requires a safety monitor, though competitors like Waymo have operated driverless highway rides.
- Uber is up 51% YTD while Tesla is down 19% YTD, making Uber the clear first-half winner.
- Stephanie Link highlights Uber’s diversification across ride-sharing, food delivery and new products, and cites 15% gross bookings growth and 35% EBITDA growth projections as supporting its valuation.
- Kevin O’Leary argues for owning both stocks, backing Tesla for its robotics and full self-driving ambitions.
- Brian Belski notes industrial sector inflows favor Uber and expects it to outperform Tesla in total return over the next 12 months.
- Economists expect 2.6% year-over-year core PCE inflation for May, up slightly from April.
- Tesla CEO Elon Musk has fired the company’s vice president of manufacturing operations, according to internal organizational charts.
- Uber is in discussions with co-founder Travis Kalanick to potentially fund his acquisition of Pony AI’s US subsidiary.
- BYD cut production by at least a third at four domestic factories, canceling night shifts.
- The automaker delayed new production lines, suspending expansion plans.
- This follows BYD’s sale of 4.27 million vehicles last year, yet it now faces rising inventory despite deep price cuts in China.
- Sources say the measures aim to save costs and respond to sales failing to meet targets.
- Tesla’s May 2025 registrations in Europe fell by 40% year-over-year to about 8,700 units, cutting its market share to roughly 1.1–1.3%.
- Broader European deliveries dropped 27.8% to 13,863 vehicles in May 2025.
- Year-to-date through May, Tesla’s European sales are down 37.1% versus the same period in 2024.
- Market share declined from 2.1% in May 2024 to 1.3% in May 2025.
- Norway remained an outlier, with May sales surging 213%, driven by the Model Y’s best-seller status.