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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. | |
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.
- Tesla will launch its first China-made Model Y showrooms in Mumbai and New Delhi in July 2025, marking its entry into India’s auto market.
- All vehicles will be imported as CBUs and subject to a 70% basic customs duty plus additional cesses, pushing the pre-tax price above $56,000 compared to $44,990 in the U.S..
- Tesla has already imported Supercharger components, accessories, merchandise, and spare parts to support a full-scale launch in India.
- The India entry aims to offset declining sales in Europe and China and could pave the way for future local manufacturing investments.
- Tesla will invest 4 billion yuan (≈ $556.8 million) in partnership with Shanghai’s local government and China Kangfu International Leasing to build its first grid-scale battery storage station in Lingang New Area, Shanghai.
- The project will deploy Megapack batteries produced at Tesla’s Shanghai factory to create a gigawatt-hour-level system for grid peak-shaving and frequency regulation, aiding renewable integration and power stability.
- Production of the Megapack units began in February 2025, and the installation is part of an international effort to establish a zero-carbon energy demonstration center.
- Tesla’s global energy storage capacity is forecast to reach 31.4 GWh in 2024, with a first-quarter increase of 10.4 GWh (up 156.6% YoY), reflecting rapid growth in its storage business.
- Analysts maintain a Hold consensus on Tesla shares, with one-year price targets implying a potential downside of around 10–17%.
- AP7, Sweden’s largest pension fund, blacklisted Tesla and sold its $1.36 billion stake following verified US labor rights violations.
- Identified issues include Florida supervisors barring pay discussions, Buffalo unionization restrictions by the NLRB, and a $137 million racial discrimination verdict at the Fremont factory.
- The divestiture represented about 1% of AP7’s 1.181 trillion SEK (~$123 billion) portfolio as of May-end.
- AP7’s action underscores intensifying ESG scrutiny, with Chord Energy and Coterra also blacklisted and Evergy removed after adopting transition measures.
- Tesla has filed a trade secret theft lawsuit against former engineer Jay Li, accusing him of downloading proprietary Optimus robot hand designs and founding rival Proception Inc.
- Proception was incorporated six days after Li’s departure and claims to have replicated Tesla’s robotic hand technology within months
- The complaint, filed in the U.S. District Court for the Northern District of California (Case No. 5:25-cv-04963), seeks damages and an injunction
- Leadership change in the Optimus program: head Milan Kovac resigned, with Autopilot veteran Ashok Elluswamy appointed as the new lead
- Tesla CEO Elon Musk noted the Optimus hands’ 22 degrees of freedom, just five fewer than a human hand, underscoring their sophistication
- Elon Musk slammed Trump’s spending bill as the “Debt Slavery Bill” and linked him to the Epstein files without evidence, drawing widespread backlash.
- Trump responded by ending his relationship with Musk and threatening to cut government subsidies to Musk’s companies.
- Musk issued an apology on X (formerly Twitter) to de-escalate tensions, though no private reconciliation has been confirmed.
- China’s May passenger vehicle sales rose 13.3% YoY to 1.93 million units, NEV sales surged 28% to 1.02 million, with NEVs at 53% penetration
- China produced 1.17 million NEVs, up 30.2% YoY, contributing to 4.12 million new vehicle sales in Jan–May under trade-in programs
- Tesla’s May China sales jumped 34% MoM to 61,662 units, including 23,074 Model Y Juniper exports, plus over 13,000 new local registrations
- NEV penetration varied by manufacturer: 68.7% for Chinese brands, 37.5% for luxury, and 4.3% for joint ventures
- Industry leaders warn that aggressive price competition could threaten long-term sector stability
- In April 2024, Elon Musk and Treasury Secretary Scott Bessent engaged in a physical altercation at the White House over competing IRS leadership proposals, resulting in a brief scuffle and bystander intervention.
- President Trump criticized the confrontation as “too much,” threatened to withdraw government contracts and subsidies from Musk’s companies, and Musk soon resigned his government role.
- The dispute spilled onto social media, with Musk accusing the administration of withholding Epstein-related documents and Trump vowing retaliation—raising concerns about potential impacts on Musk’s business interests.
- Milan Kovac, Tesla’s vice president of engineering and Optimus humanoid robot lead since 2022, has left the company after nearly a decade for personal family reasons, though he remains supportive of Tesla and CEO Elon Musk.
- Ashok Elluswamy, current head of Tesla’s Autopilot program, will assume leadership of the Optimus project, introducing further shifts in the initiative’s management.
- Kovac’s exit intensifies uncertainty around Musk’s goal to position Tesla as a robotics and AI leader, with ambitious projections that Optimus could eventually justify a $25 trillion valuation facing industry skepticism.
- Tesla plans to begin building and deploying Optimus robots on its Fremont pilot production line in 2025, aiming for broader factory use and thousands of units in operation by year-end.
- U.S. stocks rose after May job growth beat expectations, lifting major indices.
- Tesla shares rebounded nearly 5% premarket following a prior 14% drop tied to a de-escalating Musk–Trump feud.
- Morgan Stanley reiterated Tesla as a top pick with a $410 price target despite expected volatility.
- Circle Internet Group’s IPO surged 168%, fueling gains in cryptocurrency stocks like Coinbase and Robinhood.
- Baird cut its rating on Tesla from Buy to Neutral and lowered its price target by 14% to $320, citing CEO Elon Musk’s public feud with Trump and associated key-person risk.
- Both Baird and Argus warn Tesla’s robotaxi rollout may deliver fewer vehicles than projected, with rising competition from Chinese automakers threatening market share.
- Tesla’s Q1 vehicle deliveries grew at their slowest annual pace on record, revenue hit its lowest level since Q2 2022, and net profit was weakest since Q4 2020; shares are down nearly 30% YTD.
- The downgrades have spurred increased volatility and a risk-off sentiment across equities and cryptocurrencies, though some analysts remain optimistic about Tesla’s long-term robotics opportunity amid near-term profitability concerns.