US EditionTesla's Problems Create an Opportunity Elsewhere
- Tesla's board initiated a search for a new CEO amid reported financial setbacks and declining stock in early 2025.
- This leadership search follows concerns over Elon Musk's political focus and investor unease about Tesla's recent 10% revenue drop and 70% profit decline.
- Meanwhile, competitors Rivian and Lucid displayed notable year-over-year growth, with Rivian securing $4.97 billion in trailing revenue and stockpiling batteries to offset tariff risks.
- Jim Chanos criticized Tesla's underestimated operating costs such as dead miles, insurance, and cleaning, while Joe Gebbia made a $1 million insider stock purchase—the first in years.
- Tesla's problems have opened opportunities for rivals, particularly Rivian, which may benefit if Tesla's sales decline continues and the leadership transition affects stability.
16 Articles
16 Articles
The Musk Myth Is Kabuki Theater—And the Audience Just Booed
The Musk Myth Is Kabuki Theater—And the Audience Just Booed By Winton D. Woods Professor Emeritus of Law, University of Arizona Subtitle: Tesla’s board, the White House, and the voters of Wisconsin are all quietly walking away from the loudest CEO in...
Tesla Board Denies Considering Elon Musk Replacement, Ford Reports 16% Sales Growth In April And More: This Week In Mobility - JetBlue Airways (NASDAQ:JBLU), Ford Motor (NYSE:F)
The weekend saw a flurry of business news, including criticism of Tesla's robotaxi economics, insider stock sales by Tesla's leadership, Ford's 16% sales growth, and JetBlue's potential partnership talks with United Airlines.
Tesla's Problems Create an Opportunity Elsewhere
There have been reports this week that the Tesla (TSLA) board have initiated a search for a new CEO to replace Elon Musk. The company has denied them, of course, but the chaos around Tesla’s leadership is adding another element of uncertainty to an industry that is already under pressure from tariffs and the threat of a US, or maybe even a global recession. Despite the obvious and oft quoted potential of the market, therefore, investing in Ameri…
Elon Musk’s replacement was denied by the Tesla board
In late 2023, The Wall Street Journal dropped a bombshell report claiming Tesla’s board had quietly initiated a search for Elon Musk’s successor as CEO. According to anonymous sources familiar with the matter: The board allegedly began the process approximately one month before the report Multiple executive search firms were contacted, with one firm reportedly selected to lead the process Directors supposedly urged Musk to publicly commit more …
Coverage Details
Bias Distribution
- 60% of the sources are Center
To view factuality data please Upgrade to Premium
Ownership
To view ownership data please Upgrade to Vantage
