Elon Musk Tesla and Spacex joins the US President Donald Trump when signing an ordinance at an oval office in the White House on February 11, 2025 in Washington.
Andrew Harnik Getty images
Tesla The actions fell by 6% on Tuesday after the Chinese rival announced plans to develop the autonomous technology of vehicles from Deepseek and said that he would offer his system similar to an autopilot in almost all new cars, which will increase the fears that they are afraid Elon Musk's The company remains behind the competition.
There are also growing concerns about musk disturbances outside of Tesla, after the news appeared that the richest person in the world is victim run a group of investors in OPENAI purchases while he raises his job President Donald Trump White House.
The price of Tesla's shares has fallen for five simple days, falling nearly 17% compared to this section to $ 328.50 and extending over $ 200 billion in market capitalization.
BY, which appeared as the sharpest rival of Tesla on the world stage, He said on Monday That at least 21 of the new model vehicles will be equipped with partially automated driving systems that contain automatic parking and navigation functions on highways.
Tesla does not yet offer robotaks, and his EV currently requires a human driver to stay behind the wheel, ready to control or brake at any time. On Tesla Farming Last month, Musk said that the company intends to launch “without supervision full of independent driving”, and in June the service without a driver at Austin, Texas. Waymo Alphabet already supports the Robotaxi service in Austin, as well as in the Phoenix, San Francisco part.
“In our opinion, the competition between Waymo, Tesla and lots of Chinese players is a key driver on the way to the commercialization of” robotaxia ” – wrote Morgan Stanley analysts in a note for customers after the announcement of BY. The company recommends buying shares and has a target price of USD 430.
Waymo said on Tuesday that he added 10 square miles to his Robotaksi service in Los Angeles.
In the report on Tuesday, Oppenheimer analysts wrote that “autonomy competition can limit the profitability (Tesla)”. Even if Tesla reaches the schedule of June 2025 in the case of cars without drivers in Texas, the company is “one of several autonomous technology suppliers, suggesting competition in the field of price and performance,” they wrote.
In addition to conducting Tesla, Musk is the general director of SpaceX, he is the owner of a social company X and is the head of the startup of the artificial intelligence of XAI. Currently, he also spends a significant time in Washington, conducting the “Department of Government Efficiency” (Doge) as a special government employee, aimed at reducing federal expenditure, staff, regulations, and even entire agencies.
Many projects, many dispersion
Investors concerned about Musk's strong obligations, apart from his billion EV company, have a greater reason for anxiety after the events that occurred on Monday. Muska's lawyer, Marc Toberoff, confirmed CNBC that Musk ran an investors' consortium in the offer of $ 97.4 billion at Opeli.
Musk was one of the founders of OPENAI in 2015, when the start -up AI was created as a non -profit research laboratory. Musk tried to make Tesla out Opeli and later leave the organization's management.
Since then, Opeli has commercialized many products, in particular chatgpt. Co -founder and general director of Altman himself tries to restructure OpenAI as a profit -oriented unit. Musk sued OpenAI to prevent this passage, and began XAI as a direct competitor.
Oppenheimer analysts wrote that “while (Tesla) focused on physical art, we perceive the offer of Elon Musk to open artificial intelligence as a challenge (Tesla).”
Altman He told the employees In the note on Tuesday, the OPENAI Board did not receive an official offer from Musk and reminded employees that “Elon has the history of submitting claims that do not persist.”
Later on Tuesday, Toberoff said in a statement that he sent an e-mail about the Openai offer on behalf of the Consortium directed by the musk the day before to the external adviser of OpenAi William Savitt and Sarah Eddy “for passing them on to the client.” Toberoff said that the offer was “in the form of a detailed four -page letter” and was directed to the Openai Board.
“Whether Altman himself has decided to provide or suspend it from other members of the OpenAI board is beyond our control,” he wrote.
Oppenheimer's analysts also emphasized the additional risk associated with the extensive Musk's work with the Trump administration.
While Musk's behavior “has fans in some circles,” His public life “is risked by the alienation of consumers and employees, when Trump's administration checks the boundaries of her power,” they wrote. For example, they referred to the latest vehicle registration data that showed violent declines from year to year in California and in several European markets.
Tesla and Musk did not answer immediately at the request for comment.
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