News
Tesla will ‘disappear’ or ‘lose 80%’ of its value, predicts NYU professor
A Clinical Professor of Marketing at NYU has issued a strong prediction against electric car maker Tesla, stating that the Elon Musk-led company will likely lose 80% of its value or disappear completely. The prediction, the gist of which was posted on Twitter, has garnered polarizing responses among users of the social media platform.
In a blog post, Galloway argued that while he believes Tesla has changed the world for the better, the company simply does not have the scale to compete in a well-run, low-margin segment that is the auto industry. “Dear Twitter trolls: yes … I’m an idiot, I can’t do, so I teach, and I don’t understand genius. It’s a tech/energy play. I get it… Save your breath. Yes, he is a genius, Tesla has changed the world for the better (I believe this). And … Tesla doesn’t have the scale to compete in a well-run, low-margin business — auto,” Galloway wrote.
Galloway’s prediction against Tesla is quite interesting, considering that it seems to assume that the company has learned nothing about optimizing its operations from its Model 3 ramp in Fremont, CA. It would be interesting to see just how accurate the NYU professor’s statement will prove to be in the coming years, particularly as Gigafactory 3 goes fully online and the electric car maker starts manufacturing the Model Y.
It’s not only Tesla that has received Galloway’s dire prediction. Apart from the electric car maker, the marketing veteran also argued that startups WeWork, Robinhood, Lyft, and OYO will lose 80% of their value or disappear completely as well.
This is not the first time that Scott Galloway has issued a takedown of Tesla or its CEO, Elon Musk. Last year, the NYU professor admonished Musk, Twitter’s Jack Dorsey, and Alphabet’s Larry Page for “not acting like men.” In a video explaining his points, Galloway told the executives to “put down the blunt, put on a tie, and show up.” In what is a rather curious flash of irony, Galloway issued this takedown of Musk, Dorsey, and Page while not wearing a tie himself.
“In our society, we no longer worship at the altar of kindness and character, we worship at the altar of innovators and billionaires. And our new heroes are people like Elon Musk, Jack Dorsey or Larry Page from Google. But, I would argue that they’re not acting like adults and they’re not acting like men. It feels as if we need a collective memo from all dads to Elon Musk, Jack Dorsey, and to Larry Page to one, put down the blunt, put on a tie, and show up. Respect for institutions, humility — this is what makes a man,” he said.
Scott Galloway himself has founded several companies, including L2 Inc., a business intelligence firm that was sold to Gartner for an undisclosed amount. He has also served on the boards of several high-profile companies, including Eddie Bauer, Urban Outfitters, and The New York Times.
Investor's Corner
Tesla (TSLA) Q3 2025 earnings results
Tesla’s Q3 earnings come on the heels of a quarter where the company produced over 447,000 vehicles, delivered over 497,000 vehicles, and deployed 12.5 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q3 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, October 22, 2025.
Tesla’s Q3 earnings come on the heels of a quarter where the company produced over 447,000 vehicles, delivered over 497,000 vehicles, and deployed 12.5 GWh of energy storage products.
Tesla’s Q3 2025 results
As could be seen in Tesla’s Q3 2025 Update Letter, the company posted GAAP EPS of $0.39 and non-GAAP EPS of $0.50 per share. Tesla also posted total revenues of $28.095 billion. GAAP net income is also listed at $1.37 billion.
In comparison, FactSet consensus expects Tesla to post earnings per share of around $0.56, down 22% from Q3 2024’s $0.72 per share. Tesla’s revenue is forecasted to rise 5.4% to $26.54 billion, as noted in an Investor.com report.
On the other hand, Sharp consensus, which tracks analyst revision trends, predicts Tesla to post earnings of $0.57 per share and revenue totaling $28.31 billion.
Other key results
Tesla highlighted the following Q3 results in its Update Letter.
As per Tesla, it is stil profitable with $1.6 billion GAAP operating income, $1.4 billion GAAP net income, and $1.8 billion non-GAAP net income. By the end of the third quarter, Tesla had an operating cash flow of $6.2 billion and record free cash flow of nearly $4.0 billion.
Tesla’s total revenue increased 12% YoY to $28.1 billion, while operating income decreased 40% YoY to $1.6 billion. This means that for Q3 2025, Tesla’s had a 5.8% operating margin. Tesla’s quarter-end cash, cash equivalents and investments was $41.6 by the end of the third quarter.
Tesla’s Q3 2025 Update Letter
News
Tesla’s new Safety Report shows Autopilot is nine times safer than humans
Tesla released its Vehicle Safety Report for Q3 2025, and it showed that one crash was recorded every 6.36 million miles drive in which drivers were using Autopilot technology.
Tesla’s new Safety Report for Q3 shows Autopilot technology contributed to accident frequency that was nine times lower than the national average.
Tesla released its Vehicle Safety Report for Q3 2025, and it showed that one crash was recorded every 6.36 million miles drive in which drivers were using Autopilot technology.
This is a stark contrast from the most recent data made available by the National Highway Traffic Safety Administration (NHTSA) and Federal Highway Administration (FHWA), which shows there is an automobile crash approximately every 702,000 miles.
Autopilot & FSD Supervised safety data
In Q3 2025, we recorded 1 crash for every 6.36 million miles driven in which drivers were using Autopilot technology
By comparison, the most recent data available from NHTSA & FHWA (from 2023) shows that in the United States there was an… pic.twitter.com/8isNe7X4vg
— Tesla (@Tesla) October 22, 2025
The figure for Q3 2025 is slightly lower than the one that Tesla released in Q3 2024, which eclipsed 7 million miles between accidents for drivers using Autopilot technology.
Over the past seven quarters, Q1 has been Tesla’s strongest showing with the Vehicle Safety Report, with Q4 being the weakest. This is usually attributed to weather and driving conditions deteriorating toward the end of the year.
Q1 2024 was Tesla’s best performance so far, with one crash every 7.63 million miles.
Autopilot and Full Self-Driving have been a major focus of Tesla over the past few years, and recent versions have improved on what has already proven to be an extremely safe way to travel, as long as it is used correctly.
Tesla’s Full Self-Driving (Supervised) suite is a suitable way to allow the vehicle to navigate through any traffic setting and has been widely effective for day-to-day travel. With the data Tesla gets from its use across its vehicle fleet, it gets more refined and more accurate with every passing mile.
The company has teased the potential for completely unsupervised Full Self-Driving releases in the future, but Tesla has to solve autonomy before it can offer anything like that to the public.
News
Tesla looks to enter a new continent, new job posting shows
Tesla is present on five of the seven continents: North America, Europe, Asia, South America, and Australia. In South America, Tesla currently operates only in one country, Chile, but is looking to expand to more areas.
Tesla is looking to enter Africa for the first time, launching operations on a new continent and expanding its vehicle business operations.
Tesla is present on five of the seven continents: North America, Europe, Asia, South America, and Australia. In South America, Tesla currently operates only in one country, Chile, but is looking to expand to more areas.
Although the company has not launched anything in Africa, a new job posting indicates that Tesla is looking to launch there for the first time.
According to a new posting on Tesla’s Careers website, it is looking for a full-time Country Sales & Delivery Leader in Casablanca, Morocco:
“The Country Sales & Delivery Leader is responsible for driving the sales and delivery strategy and daily operations across the country. They will hire and develop the best people leaders and ensure the development of the highest performing teams. The Field Sales & Delivery Leader will take accountability for achieving ambitious sales and delivery targets and ensure the business performs on key success criteria, including but not excluded to market growth, customer satisfaction, operational excellence, and employee deployment and retention. In addition to driving business performance across sales & delivery, the Field Sales & Delivery is expected to act as an ambassador for Tesla in the market, as well as provide critical perspective and guidance on decisions impacting outcomes within their market to increase Tesla’s market share.”
NEWS: Tesla is officially launching in Africa.
The company has a new job listing for a full-time Country Sales & Delivery Leader in Casablanca, Morocco.
“The Country Sales & Delivery Leader is responsible for driving the sales and delivery strategy and daily operations across… pic.twitter.com/mm6pgBAu5s
— Sawyer Merritt (@SawyerMerritt) October 22, 2025
Back in July, Tesla officially registered its presence in the Moroccan market with the $2.75 million initial capital investment, according to The Habari Network.
The move marked a formal attempt at market entry for the EV maker, and it could signal even more opportunities through its other business operations, like energy.
Morocco is looked at as one of the countries in Africa that is most prone to transition toward EVs, as its government has focused on renewable energy and strategic investments in transportation.
It also has local production advantages, as Renault operates a plant in Morocco.
Tesla (TSLA) Q3 2025 earnings results
Tesla’s new Safety Report shows Autopilot is nine times safer than humans
Tesla looks to enter a new continent, new job posting shows
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