Bloomberg Intelligence Tesla Surrenders EV Crown to BYD After 8.6 % Sales Decline
Jan 2, 2026
In this discussion, Ed Ludlow, a Bloomberg Tech co-host, shares insights on DeepSeek's innovative AI training methods and their competitive implications. Bill Shufelt, CEO of Athletic Brewing Company, reveals how non-alcoholic beer is reshaping the beverage landscape and the strategies fueling its growth. Dakota Smith, President of Hopper, explores the rebound in travel and highlights how Gen Z is maximizing credit card loyalty programs for bookings. Together, they dive into industry shifts that could redefine their respective markets.
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Tesla's Value Is Future Promise
- Tesla's deliveries fell 8.6% in 2025 and Q4 deliveries missed both Bloomberg and Tesla's own lower estimates.
- Craig Trudell explains investors value Tesla largely for future bets like robots and robo-taxis rather than current vehicle sales.
Robo-Taxis: Tesla Trails Waymo
- Tesla lags Waymo on fully driverless robo-taxi commercialization and remains years behind in scalable deployment.
- Craig Trudell notes Tesla's driverless tests still often require human supervisors on the road.
DeepSeek Could Reshape AI Economics
- DeepSeek published a paper claiming a more efficient, lower-energy approach to training large AI models and may release R2 soon.
- Ed Ludlow warns R2's performance could again disrupt market assumptions about model costs and competitiveness.
