Tesla, Inc.
James Chanos questioned Tesla’s claimed FSD development advantage, arguing that the value of its accumulated driving data may have diminished 1. He also challenged the bullish interpretation of a proposed share-swap purchase involving Tesla 2 and linked collapsing margins to doubts about FSD’s expected software-driven margin expansion 5. Separately, Paul Triolo said he and Samm Sacks drive Teslas but expressed interest in replacing one with a Chinese SU7 3, while Patrick Ceresna said Tesla’s report, alongside Google’s, was indicating a lower open 4.
From the window to Aug 1, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 bearish
Strongly bearish
- JCJames ChanosStrongly bearish Chanos is bearish on Tesla, mocking its repeated unfulfilled growth narratives. “Now that FSD is proving to be less than a $2B annual business for Tesla after ten years” Open the post Now that FSD is proving to be less than a $2B an… · 1 Aug
1 bearish
Mentions
8 in August 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jack Farley 3 mentions
- Darius Dale 1 mention
- Anna Freeman 1 mention
- Jeff Keller 1 mention
- Max Wiethe 1 mention
- Michael Liebreich 1 mention
- James Chanos 1 mention
- Michael Liebreich - @MLiebreich.bsky.social 1 mention
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