Bloomberg Tech Tesla Costs Undermine Record EV Sales
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Oct 23, 2025 Srinivas Gopalan, the incoming CEO of T-Mobile and current COO, shares insights on the company's impressive growth, boasting 1 million new mobile subscribers and strong service revenue during the recent quarter. The discussion dives into Tesla's surprising profit drop despite record EV sales, exploring factors like increased operating expenses and tariff impacts. The podcast also touches on the U.S. government's potential software restrictions against China, highlighting ongoing tech competition.
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Record Deliveries, Falling Profits
- Tesla posted record deliveries but profits plunged due to higher costs and tariffs impacting margins.
- The company is investing heavily in AI, robotics and autonomy despite near-term cost pressure.
Comp Package Tied To Autonomy Goals
- Tesla's compensation goals align with long-term autonomy and FSD ambitions tied to aggressive growth targets.
- If executed, those goals could drive substantial upside in EBITDA and competitive positioning.
Prepare For Software Export Controls
- Expect export controls to target critical software and chip-design tools as leverage in US-China talks.
- Monitor allied coordination and potential rules similar to 2022 Russia software restrictions.