Bloomberg Intelligence Tesla's Vehicles Sales Have Investors Feeling Optimistic
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Jul 2, 2025 Matt Winkler, the founding Editor-in-Chief of Bloomberg News, shares his insights on Tesla's recent vehicle sales and investor optimism. Despite a 13% drop in sales, the numbers were better than expected, calming fears of a steeper decline. Winkler also critiques the narrative surrounding Tesla, suggesting that AI could shed light on why critics may be losing the argument. The discussion highlights Tesla's remarkable growth amidst broader challenges and its competitive edge despite market skepticism.
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Tesla's Auto Sales Decline Insight
- Tesla's vehicle sales declined 13% year-on-year, indicating a struggle in its core auto business.\n- Lower gross margins and saturation of current product highlight the need for lower-priced models to foster growth.
Robotaxis Driving Tesla's Future
- The primary future driver for Tesla stock is the deployment of robotaxis, not just vehicle sales.\n- The robotaxi business could eclipse Tesla’s auto business in value and profitability potential.
Tesla's Strength Beyond Deliveries
- Despite delivery concerns, Tesla remains world's largest automaker and worth more than Saudi Arabia's GDP.\n- The Model Y is the best-selling vehicle globally in 2023 and early 2024, showing robust demand despite prevailing negative sentiment.