Tesla’s 4% decline on Friday, August 29, 2025 while the broader market was only slightly down was due to technical patterns: Tesla hsa been forming a wedge, struggling to break through resistance at 350-360.
Tesla-specific positives: New Model YL (three-row SUV) and Performance variant (0-60 in under 3 seconds, improved range). No major negatives noted, reinforcing bullishness.
China VP reports 130,000 orders for the Model YL. This should boost September and Q4 car volumes and financial performance.
Q3 deliveries/production over 500,000 which will be announced October 2.
Q4 deliveries/production could hit 550,000 and maybe over 600,000 with 100,000+ Model Y Long Range deliveries.
Key unfinished elements of Master Plan 2 for 2026 Full Self-Driving (FSD) solved with robotaxi (expected next year after removing safety monitors, scaling to thousands/hundreds of thousands of vehicles). Tesla will enabling FSD buyers to monetize cars via a Tesla UberWaymo autonomous ride-sharing network.
Master Plan Part 4: Elon Musk teased it as “imminent” and more targeted/succinct than Part 3, similar to Part 2.
Master Plan 4 will tie into a potential new pay package for Elon (November/December). The focus will be on execution in the first 3-5 years.
The likely elements are Autonomy beyond passenger vehicles—e.g., autonomous semi-trucks (robotrucking), buses, drones for warehouse/distribution (more advanced than Amazon’s), forklifts, and other warehouse movers to cut labor costs.
There will be integrated Energy and AI goals integraion. Autonomous fleets of truck with Teslabots will deploy solar fields, Megapacks, and mega-chargers rapidly and cheaply. This could enable square-mile solar installations for AI data centers and 1,000s mega-charging sites.
Vertical integration for autonomy in trucking/drones/comms, potentially including city-wide communication networks via deployed devices.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
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Musk wants yet another pay package boost??!! First I’m hearing about that, and probably first other shareholders will be in November/December too, I suspect. And this despite losing market share in a growing market – at least outside the U.S., where Trump has his thumb on the scale for ICE vehicles (maybe because Trump likes the other ICE, the agency, too?). But that is partly Musk’s fault too, since his ~$280m campaign investment is in large part responsible for getting Trump elected, as he’s admitted too. Now he expects shareholders to accept share dilution for more options for him?
At some point shareholders have to balk at the lack of sales, deliverables – not just promises – and false stats, like the safety of robo-taxis and FSD; Tesla is actively contesting by appeal a verdict for $243m in Florida, plus fighting other similarly high value lawsuits. In fact, it’s already happening: https://www.thestreet.com/automotive/tesla-fsd-faces-more-trouble-as-government-opens-investigation.
This is normally where investors start to jump ship on a company, not when the CEO asks for another big raise, when that CEO is already the wealthiest man on the planet. True, it’s tied to performance, but it’s also dilutive to other shareholders.
If he succeed (like he did last time), shareholders will be rewarded immensely. The dilution will not matter at all. All smart shareholders know this and will vote for this, like last time. It’s a no-brainer really.
Tesla registered less than 9000 vehicles across the EU, EFTA, and the UK, down from 15000 sold in the same period last year. Sales dropped 40% And Tesla’s current market share in Europe to 0.8%, compared to a 15.6% market share for electric vehicles (EVs) overall in the region. Failing to mention that while focusing on SUV’s acceleration from 0 to 60, or production volumes rather than sales/registrations, is missing a key point: Tesla sells way fewer cars than before in a more competitive environment.