Is Tesla’s EV Dynasty Over?

Opposition to data centers is becoming a major midterm issue. But will the political friction actually stop Big Tech's rapid AI infrastructure buildout? Cleanview founder Michael Thomas breaks down the growing political revolt against data centers and how tech giants are pivoting ...  Show more

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Elon Musk says Chinese electric vehicles could ‘demolish’ competition unless trade barriers are put in place. The Chinese company BYD sold more electric vehicles than Tesla in the last three months of 2023, challenging their global dominance. So does this spell trouble for Elon M ...  Show more

In the US, Tesla remains far and away the dominant maker of electric vehicles. But on a global scale, the situation is much more competitive. Over the last few years, Chinese EV makers have massively ramped up their export capacity and one in particular — BYD — sells more total v ...  Show more

Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.

In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 time ...

Can Tesla still take over the world – or is the end nigh for the ambitious electric car company? Charley Grant of the Wall Street Journal and Mark Spiegel of Stanphyl Capital join to discuss. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade the political c ...  Show more