To The Moon

For a man who hates to be away from the limelight, Elon Musk has been awfully quiet recently, ever since his massive fallout with Trump.

Maybe it is better that he lies low for a while until there is good news coming out from $Tesla Motors(TSLA)$ or his other companies.

Recently Elon Musk’s list of companies point to a period of unusual instability and growing challenges.

Dojo Supercomputer.

Turbulence begins at the top, with a wave of senior staff departures reverberating through core technology and product teams. (see below)

• Peter Bannon, the head of now-defunct Dojo supercomputer project, have left Tesla, to start his own venture DensityAI. (see above)

• This is the 2nd departure after original head, Ganesh Venkataramanan left in December 2023, after 7 years on the project.

• Remaining Dojo personnel have been reassigned internally, reflecting a deeper realignment within Tesla’s artificial intelligence efforts.

More importantly, Dojo’s abandoned ambition to advance TSLA’s self-driving AI leaves TSLA’s autonomous driving and robotaxi platforms, in tatters.

SpaceX.

Beyond internal turmoil, Tesla faces external challenges that threaten its standing too.

Following a public spat between Musk & Trump, the US Golden Dome missile defense project is looking to exclude SpaceX.

This raises doubts about SpaceX’s future role and relevance in critical US national security initiatives. (see above)

Cybertruck.

Another blow has come for Cybertruck owners, who find themselves in insurance limbo after leading insurance providers, including $Berkshire Hathaway(BRK.B)$ Geico and State Farm, pulled back coverage, citing compliance and valuation issues. (see below)

Officially, insurance companies say they have not stopped covering Cybertrucks, but many owners are having their insurance canceled with no clear reason.

This makes car owners even more worried, as Cybertruck has had lots of recalls and problems with its design.

Autonomous Driving.

Regulatory scrutiny are also mounting, coming after Tesla’s autonomous driving.

US and California regulators have sharpened their focus on Tesla’s autonomous initiatives, especially the much-touted robotaxi and Full Self-Driving services.

Requests for exhaustive autonomous ride data and warnings over permit violations underscore persistent doubts about the safety and legality of Tesla’s self-driving technology.

It does not help that a court decision last week (end July 2025) against Tesla, related to a deadly 2019 crash involving a Model S with Autopilot, may hurt Tesla’s plans to grow its new robotaxi service.

This ruling adds to long-running federal probes and recalls about crashes linked to Tesla’s self-driving tech.

As Elon Musk tries to get permission to quickly expand robotaxis in US, this verdict makes it harder for Tesla to prove its technology is safe.

Experts and investors worry that state regulators may block Musk’s goal to offer robotaxis to half of the US by end of 2025.

Dwindling EV Sales.

Tesla’s sales are also shrinking worldwide.

In US, competition and an aging product lineup have chipped away at demand.

The pain is particularly acute in Europe:

• Germany saw sales plunge -55% in July 2025 to just 1,110 units.

• UK deliveries slipped nearly -60%, marking 6 consecutive months of European market share loss for Tesla by June 2025.

China, once a powerhouse for Tesla, saw factory deliveries drop -13.7% globally during H1 2025, as local brands led by $BYD Co., Ltd.(BYDDY)$ gained ground with better pricing and newer models.

The story is similar in Australia, where Model Y and Model 3 sales have dropped significantly.

Price cuts and financial incentives have failed to reverse these global declines, suggesting that TSLA’s competitive edge is diminishing as rivals surge ahead.

Stock Price Movement.

For all above reasons, TSLA posted a marginal gain of +0.74% on 07 Aug 2025 (closing at $322.27).

Over past month, it managed a +8.21% gain (see above)

These small rebounds are dwarfed by a -15.03% YTD fall, that starkly signals deep investor unease and a company struggling to keep pace with the broader tech and automotive markets.

My viewpoints: (mine only)

Despite all the headwinds Elon is encountering, eventually they will peters out if handled head-on and not taking short-cuts.

Companies like TSLA and SpaceX are too big to crash overnight and honestly, SpaceX still has its uses.

On 02 Aug 2025, it was reported that SpaceX has successfully delivered a new team of astronauts to the International Space Station (ISS) in a short 15-hour trip.

It is the only carrier (for now) capable of this task, with $Boeing(BA)$ Starliner coming into operations only some time in 2026.

I still wonder if, by the time Mr Musk solves all the problems, will his competitors be way ahead, leaving him stranded behind ?

Remember to check out my other posts. (See below). Help to Repost ok, Thanks.

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