Elon, Inc. Tesla Regret Doesn't Move Markets, Banks Try to Offload Twitter Debt
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Jan 28, 2025 
Max Chafkin, a Bloomberg Businessweek journalist, delves into the impact of Elon Musk's ventures. Craig Trudell analyzes the upcoming Tesla Model Y refresh and market dynamics amid regulatory challenges. Sridhar Natarajan discusses the complexities of Musk's Twitter acquisition, revealing banks struggling with significant debt. The podcast also highlights Tesla's political backlash, the evolving analyst relationship, and X's partnership with Visa, aiming to revolutionize banking on social media. It's a lively discussion about innovation and market challenges!
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Tesla's Stock Performance vs. Fundamentals
- Tesla's stock market performance exceeds its sales and margin growth.
- The company's future hinges on the success of robo-taxis and AI.
Backlash Against Musk's Politics
- Polestar's CEO criticized Musk's political involvement in Germany.
- Musk's support of a far-right party has sparked protests and vandalism targeting Tesla.
The Twitter Acquisition Saga
- Elon Musk's Twitter acquisition began with a free speech crusade and escalated to a $44 billion deal.
- Despite initial resistance and legal battles, Musk was compelled to complete the purchase.