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September 16, 2025 3 mins
Tesla BioSnap a weekly updated Biography.

Tesla has been riding a wild wave this September. If you watched the headlines Monday, you know the stock staged an eye-popping rally, jumping 8 percent and finally going back into positive territory for 2025 after being down as much as 45 percent earlier this year—a brutal swing. This boost came right after Elon Musk dropped a cool one billion dollars of his own cash to scoop up another 2.57 million shares according to a new SEC filing. Musk now holds about 13 percent of the company and wants to hike that up to 25 percent. Analysts from William Blair say this signals his bullish confidence in what they describe as the most important part of the story—robotaxis. The market cheered, especially with the Fed’s hints of possible rate cuts, which have been juicing shares in the broader market too, but for Tesla, anything Musk does is the main event as investors look for any sign that he’s focused on the car company instead of his political distractions, which have been a drag all year as he publicly broke off his bromance with Donald Trump on social media, sparking drama and an investor selloff back in June, per Business Insider.

On the business front, sales figures for the year haven’t been pretty, with Tesla showing across-the-board declines: sales down 45 percent year over year in Europe in February and a 49 percent drop in China in March, leading to some of the company’s biggest declines in revenue in over a decade. Still, as the market rally gained pace, Tesla managed a turnaround in the second quarter, reporting 389,400 vehicles delivered but still a 13.5 percent dip from last year.

Board chair Robyn Denholm doesn’t want anyone thinking Musk is going anywhere. In an emphatic Bloomberg interview, she called him irreplaceable for the next phase as Tesla transitions into robotics and AI, highlighting a jaw-dropping new proposed compensation package potentially worth a trillion dollars—contingent, of course, on insane future benchmarks like a thriving robotaxi fleet and 20 million vehicles delivered per year. She also admitted to a real succession plan behind the scenes, given Musk’s ever-louder musings about bigger stakes and hints he might walk if not given more control.

Meanwhile, Tesla’s robotaxi pilot program is generating plenty of buzz after its launches in Austin and San Francisco, though still relying on remote operators for now. Dan Ives of Wedbush raved about his test ride but reminded investors that full autonomy is still not quite the reality Musk promises. The overall market for robotaxi is enormous—possibly ten trillion dollars globally, at least if you listen to Cathie Wood of Ark Invest—and a booming business here could vault Tesla’s valuation by another trillion, if they deliver.

In product news, Tesla just removed the base rear-wheel-drive Cybertruck from its configurator this week, which flew under the radar but signals potentially shifting strategies as supply and demand whiplash through the EV industry.

While social media continues to buzz with every Musk quip, the story right now is all about confidence, control, and the leap to robots on wheels. Investors, fans, and frenemies are all watching to see if Musk can channel the theatrics of this September into the next act of the never-boring Tesla saga.

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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Tesla has been riding a wild wave this September. If
you watch the headlines Monday, you know the stock staged
an eye popping rally, jumping eight percent and finally going
back into positive territory for twenty twenty five after being
down as much as forty five percent earlier this year,
a brutal swing. This boost came right after Elon Musk

(00:26):
dropped a cool one billion dollars of his own cash
to scoop up another two point five seven million shares.
According to a new SEC filing, Musk now holds about
thirteen percent of the company and wants to hike that
up to twenty five percent. Analysts from William Blair say
this signals his bullish confidence in what they describe as

(00:46):
the most important part of the story, robot taxis the
market cheered, especially with the Fed's hints of possible rate cuts,
which have been juicing shares in the broader market too,
But for Tesla, anything Musk does is the main event,
as investors look for any sign that he's focused on
the car company instead of his political distractions, which have

(01:09):
been a drag all year as he publicly broke off
his bromance with Donald Trump on social media, sparking drama
and an investor sell off back in June, per Business Insider.
On the business front, sales figures for the year haven't
been pretty, with Tesla showing across the board declines, sales
down forty five percent year over year in Europe in

(01:29):
February and a forty nine percent drop in China in March,
leading to some of the company's biggest declines in revenue
in over a decade. Still, as the market rally gained pace,
Tesla managed to turn around in the second quarter, reporting
three hundred and eighty nine thousand, four hundred vehicles delivered,
but still a thirteen point five percent dip from last year.

(01:50):
Board chair Robin Denholm doesn't want anyone thinking moscas going anywhere.
In an emphatic Bloomberg interview, she called him irreplaceable for
the next phase as Tesla transitions into robotics in AI,
highlighting a jaw dropping new proposed compensation package potentially worth
a trillion dollars contingent, of course, one million more power

(02:11):
leftist riding costs on insane future benchmarks like a thriving
robot taxi fleet and twenty million vehicles delivered per year.
She also admitted to a real succession plan behind the scenes,
given Musk's ever louder musings about bigger stakes, and hence
he might walk if not given more control. Meanwhile, Tesla's

(02:33):
robot taxi pilot program is generating plenty of buzz after
its launches in Austin and San Francisco, though still relying
on remote operators for no dan ives of Wedbush raved
about his test ride but reminded investors that full autonomy
is still not quite the reality. Musk promises the overall
market for robotaxi is enormous, possibly ten trillion dollars globally,

(02:56):
at least if you listen to Kathy Would of ARC
invest and a boos oiming business here could vult Tesla's
valuation by another trillion if they deliver. In product news,
Tesla just removed the base rear wheel drive cyber truck
from its configurator this week, which flew under the radar
but signals potentially shifting strategies as supply and demand whiplash

(03:17):
through the EV industry. While social media continues to buzz
with every Musk quip, the story right now is all
about confidence control and the leap to robots on wheels. Investors, fans,
and frenemies are all watching to see if Musk can
channel the theaters of this September into the next act
of the never boring Tesla saga. And that is it

(03:39):
for today. Make sure you hit the subscribe button and
never miss an update on Tesla. Thanks for listening. This
has been a quiet please production. For more check out
Quiet Please dot ai or search the term biosnap wherever
you listen.
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