Tesla at a Tipping Point: Robots, Revenue & Reality

On this edition of BTT’s Market Minute, host Todd M. Schoenberger is joined by Rhys Williams, CIO of Wayve Capital, for a sharp breakdown of Tesla’s latest earnings and its evolving strategy. The discussion centers on Tesla’s decision to discontinue the Model S and Model X, declining EV sales amid rising global competition, and Elon Musk’s push toward robotics and industrial products as a longer-term growth engine. Rhys explains why Tesla’s car revenue may continue to decline near-term, how investors should think about the company’s robot and battery ambitions, and why the stock remains in a holding pattern until those businesses become more tangible. Todd and Rhys also examine Tesla’s autonomous driving challenges, shifting consumer sentiment around EVs, brand risks in Europe, and why Wayve Capital is tactically positioned neutral on the stock. The segment offers a candid look at where Tesla stands today — and what needs to change before confidence returns. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://crosscheckmanagement.com/⁠⁠⁠⁠... 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📱 Follow us for real-time updates: LinkedIn: / crosscheck-media-llc Instagram: / crosscheckmedia Facebook: / crosscheckmedia #Tesla #TSLA #MarketMinute #BTT #StockMarketNews #EVs #Robotics #AIInvesting #AutonomousDriving #ElonMusk #WayveCapital #Investing #MarketAnalysis #TechStocks #ToddMSchoenberger 📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent. Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.