News
Making solar panels a Tesla work of art could be the change we need

In his Master Plan, Part Deux released last week, Elon Musk made one of his priorities “a smoothly integrated and beautiful solar-roof-with-battery product that just works.” We have heard a lot about solar panel efficiency over the years, but beauty? That hasn’t been a consideration. One solar panel looks very much like another solar panel — until now.
Wired writes in an article dated July 22, “For decades now, going solar has meant sticking what looks like a bunch of computer monitors to your roof.” Hardly the look that many consider ideal for their homes. “Some people will always celebrate the tech-y symbolism of a typical solar panel,” says Aaron Dorf, an architect at architecture and design firm Snøhetta.
Dorf thinks the solar panel “will eventually become a first generation relic, like an Atari or a car phone.” Looking to the near future, he believes things like installation cost and solar cell efficiency will cease to be limiting factors. “Musk is smart to directly target what may be the more significant threshold—beauty.”
We can’t know for certain what Elon intends but excellent design has always been an important component of everything he has done. As Tesla transforms itself into an energy company, we should expect the same level of commitment to beautiful design it is known for.
Others are engaged in designing the solar systems of the future. Sistine Solar makes innovative “Solarskin” panels which match the design of your existing roof. They are scheduled to go on sale next year. T.R. Ludwig, co-founder of Brooklyn Solarworks, says solar panels that can utilize sunlight striking both sides of its panels are more efficient and more attractive. “It’s an interesting aesthetic — more minimal, more sleek,” Ludwig says.
Solar panels are a great way of harvesting energy from the great “fusion reactor in the sky,” as Elon likes to call the sun. But not everyone is thrilled at the idea of solar panels on every rooftop. “When you start talking to a fire department about covering your building with solar panels, you get, ‘well, what happens if it burns? And what happens if my guys are underneath this, fighting a fire?” says Brian Lane, managing principal at Koning Eizenberg Architecture.
Energy storage creates other legal challenges. Because batteries are a potential fire risk, it is nearly impossible to get permits for them approved in cities like New York. There is also an issue with durability. The useful life of solar panels today is 20 to 25 years. Most roofs are intended to last 50 years.
Malay Mazumdar, a professor in electro-physics at Boston University, asks “If you integrate the roof with the solar panel…..should you change the entire roof?” If Tesla wants to design solar roofs that are stunning and smoothly integrated, they should also make them durable, or at least easy to replace, Wired says.
Another issue with solar panels is their orientation toward the sun. Not every roof is ideally suited for a solar installation. Some systems feature tracking systems that move the panels during the day to maximize exposure to the sun, but they add complexity and cost to the system.
No doubt Elon Musk has considered all these factors and has answers for each and every one of them. The one thing we can be sure of is that Elon will bring all of his creative powers to bear on the issue of solar power. If his commitment brings the same level of disruption to the electricity industry as it has to the automobile sector, he will further accelerate the changeover from fossil fuels to renewable energy that is at the heart of all his endeavors.
Source: Wired, Photo credit: Brooklyn SolarWorks
Investor's Corner
Two Tesla bulls share differing insights on Elon Musk, the Board, and politics
Two noted Tesla bulls have shared differing views on the recent activities of CEO Elon Musk and the company’s leadership.

Two noted Tesla (NASDAQ:TSLA) bulls have shared differing views on the recent activities of CEO Elon Musk and the company’s leadership.
While Wedbush analyst Dan Ives called on Tesla’s board to take concrete steps to ensure Musk remains focused on the EV maker, longtime Tesla supporter Cathie Wood of Ark Invest reaffirmed her confidence in the CEO and the company’s leadership.
Ives warns of distraction risk amid crucial growth phase
In a recent note, Ives stated that Tesla is at a critical point in its history, as the company is transitioning from an EV maker towards an entity that is more focused on autonomous driving and robotics. He then noted that the Board of Directors should “act now” and establish formal boundaries around Musk’s political activities, which could be a headwind on TSLA stock.
Ives laid out a three-point plan that he believes could ensure that the electric vehicle maker is led with proper leadership until the end of the decade. First off, the analyst noted that a new “incentive-driven pay package for Musk as CEO that increases his ownership of Tesla up to ~25% voting power” is necessary. He also stated that the Board should establish clear guidelines for how much time Musk must devote to Tesla operations in order to receive his compensation, and a dedicated oversight committee must be formed to monitor the CEO’s political activities.
Ives, however, highlighted that Tesla should move forward with Musk at its helm. “We urge the Board to act now and move the Tesla story forward with Musk as CEO,” he wrote, reiterating its Outperform rating on Tesla stock and $500 per share price target.
Tesla CEO Elon Musk has responded to Ives’ suggestions with a brief comment on X. “Shut up, Dan,” Musk wrote.
Cathie Wood reiterates trust in Musk and Tesla board
Meanwhile, Ark Investment Management founder Cathie Wood expressed little concern over Musk’s latest controversies. In an interview with Bloomberg Television, Wood said, “We do trust the board and the board’s instincts here and we stay out of politics.” She also noted that Ark has navigated Musk-related headlines since it first invested in Tesla.
Wood also pointed to Musk’s recent move to oversee Tesla’s sales operations in the U.S. and Europe as evidence of his renewed focus in the electric vehicle maker. “When he puts his mind on something, he usually gets the job done,” she said. “So I think he’s much less distracted now than he was, let’s say, in the White House 24/7,” she said.
TSLA stock is down roughly 25% year-to-date but has gained about 19% over the past 12 months, as noted in a StocksTwits report.
News
Tesla China achieves this year’s second highest domestic sales in June
The figure represents Tesla’s second-best performance in 2025 so far.

Domestic sales for Tesla China reached 61,484 units in June, marking a sharp recovery from recent months and positioning the company for a stronger finish to the second quarter. The figure represents Tesla’s second-best performance in 2025 so far, trailing only March, when the company delivered 74,127 vehicles domestically.
A strong comeback for Tesla China
According to data from the China Passenger Car Association (CPCA), Tesla sold a total of 71,599 cars wholesale in June 2025. This means that Tesla’s domestic sales last month rose 59.3% compared to May’s 38,588 units and increased 3.75% year-over-year from 59,261 units in June 2024, as noted in a CNEV Post report.
The rebound ends a two-month streak of year-over-year declines and helped lift Tesla’s Q2 retail total in China to 128,803 units, though that still marks an 11.7% drop from the same period last year. For context, Tesla China sold 263,410 vehicles domestically, down 5.36% year-over-year, in the first six months of 2025.
Tesla’s stronger domestic showing in June came as the company scaled back its export output from Giga Shanghai. The factory exported 10,115 vehicles last month, down 56.2% from May and 13.9% from a year earlier. For the first half of 2025, Tesla China’s total exports reached 101,064 units, down 31.85% compared to the same period in 2024.
Tesla China’s 2025 performance
June saw continued growth across China’s broader new energy vehicle (NEV) market, with retail sales reaching 1.11 million units, up 29.7% year-over-year. Battery electric vehicles (BEVs) accounted for 661,000 of those sales. Tesla’s NEV market share for June was then 5.53%, down from 6.92% a year earlier but an improvement over May’s 3.78%.
The Model Y continues to be Tesla China’s primary driver of sales, with the vehicle’s wholesale figures reaching 51,253 units in June, up 16.6% from a year ago and nearly 30% from May. Wholesale numbers for the Model Y totaled 214,034 units in the first six months of the year. The Model 3, in comparison, saw wholesale volumes reach 150,440 units in the first six months of the year.
Elon Musk
Elon Musk confirms Grok 4 launch on July 9 with livestream event
The rollout will be accompanied by a livestream at 8 p.m. Pacific Time.

Elon Musk has officially confirmed that Grok 4, the latest version of xAI’s large language model, will launch on July 9. The rollout will be accompanied by a livestream at 8 p.m. Pacific Time, hosted on xAI’s official account on X.
xAI goes straight to Grok 4
Back in May, leaks indicated that xAI was getting ready to ship Grok 3.5. Considering Musk’s recent comments, however, it appears that the artificial intelligence startup would be focusing on the large language model’s fourth iteration instead. As noted in a Financial Express report, users on X have sighted references to Grok 4 in the lead up to the update’s launch, such as “grok-4-prod-mimic” and “Grok 4 Code.”
Musk’s Grok 4 announcement comes as AI competition intensifies between major players including OpenAI, Google, and xAI. With Musk’s Colossus supercomputer fully operational in Memphis, xAI appears to be accelerating its AI product roadmap.
Musk pushes Grok toward political neutrality
Grok 4’s launch also follows a recent controversy involving political bias, as noted in a CNN report. Last week, Grok responded to a user on X stating that political violence in the U.S. since 2016 had come more from the political right than the left. The chatbot noted in a later reply that its answer was based on information from sources like Reuters, the Journal of Democracy, and University of Maryland studies.
Musk stated that Grok’s response was a “major fail.” “Major fail, as this is objectively false. Grok is parroting legacy media. Working on it,” he wrote in a post on X. By the end of June, Musk noted that he was “grinding all night with the xAI team” and that they were making “good progress.” He also stated that the model “Will be called Grok 4. Release just after July 4th. Needs one more big run for a specialized coding model.”
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