Bloomberg Tech Tesla’s Sales Fall but Investor Support Stays Strong
Jul 2, 2025
In this discussion, Matt Winkler, Bloomberg's editor-in-emeritus, and Gene Munster, Managing Partner at Deepwater Asset Management, explore the recent dip in Tesla's sales amidst ongoing investor optimism. They analyze how advancements like robo-taxis might enhance future prospects and dissect market dynamics, particularly in China. The conversation also touches on broader tech issues, including Microsoft layoffs and Apple's manufacturing challenges, setting a stage for how these developments affect investor sentiment and the automotive landscape.
AI Snips
Chapters
Transcript
Episode notes
Tesla Delivery Trends and Growth Outlook
- Tesla's Q2 deliveries dropped below consensus, signaling challenges for growth in 2025.
- However, slight delivery growth in China hints the bottom may have been reached, offering cautious optimism.
Shift in Tesla Investor Psychology
- Tesla investors now focus more on future autonomous robo-taxi prospects than on delivery numbers.
- Maintaining around two million deliveries yearly supports Tesla's high-margin full self-driving software sales opportunity.
Foxconn's Impact on Apple's Supply Chain
- Foxconn recalled specialized Chinese engineers from India, impacting Apple's iPhone assembly efficiency.
- This decision may raise production costs and affect Apple's manufacturing expansion outside China.