Bloomberg Talks Wedbush Analyst Dan Ives Talks Tesla
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Jul 24, 2025 
Dan Ives, a Wedbush analyst known for his insights in the tech sector, discusses the rocky road ahead for Tesla. He highlights the challenges following one of Tesla's worst quarters in over a decade. Ives explains Elon Musk's announcement of a transitional phase for the company as it shifts focus from electric vehicle incentives to the rollout of autonomous vehicles. He notes that investors are eager for specific advancements in autonomy but are left wanting after Tesla's vague milestones.
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Google's AI Strategy is Offensive
- Google's AI investments position it as an offensive leader in the AI arms race, not a company on the defensive.
- AI development accelerates Google's core business, including search, advertising, YouTube, and cloud services.
Tesla's Future is AI and Robotics
- Tesla is not just a car company but a technology and AI player focusing on autonomous robotics.
- Most future value is expected to come from robotaxis and autonomous vehicle services rather than car manufacturing.
Watch Tesla's Robotaxi Rollout
- Monitor Tesla's progress in robotaxi expansion to 25 cities within the next year.
- Watch for early 2026 milestones when autonomous ride-hailing services become operational.