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TSLA: German readers urged to help bring Elon Musk ‘to his knees’ by betting against Tesla
Tesla is no stranger to entities that are actively betting against it. Being one of the most shorted companies for years means that it is used to attacks from several fronts. But recently, Tesla ended up on the receiving end of what could very well be the strangest efforts against it to date.
Just recently, Frankfurter Allgemeine, one of Germany’s esteemed veteran news agencies, urged its readers to bet against Tesla and Elon Musk. The publication did not provide many details or computations to justify its thesis, though it did argue that Tesla’s valuation is far too large for an automaker that profits so little from selling cars.
🤯 German Conservative Newspaper publishes article on how to bet against $TSLA and @elonmusk using a put warrant.
Quote:
“Only by joining forces can we finally succeed in bringing the magician of the markets, who Elon Musk undoubtedly still is, to his knees.“#Tesla pic.twitter.com/jS82FSWw86
— Marcel Münch (@_mm85) May 3, 2021
Using this logic, the FAZ noted that Daimler, which posted a profit that’s 10x as high as Tesla, should be valued at 2,200 billion euros (or about $2.65T) conservatively. This, is, of course, a gross generalization of Tesla’s business that discounts several critical parts of the company, such as its energy business and its software. However, the newspaper did note that there is a good way to address Tesla’s over-valuation.
This is where things become interesting. The report then proceeded to urge readers to help short Tesla stock. The newspaper shared its stance in the following section. “That shouldn’t hold us back now, on the contrary, only by joining forces can it finally succeed in bringing the magician of the markets, who Elon Musk undoubtedly still is, to his knees,” the FAZ said.
Overall, the German news agency’s advice is quite strange considering that shorting Tesla is arguably one of the riskiest strategies in the market today. Tesla may have remained heavily shorted for years, but it is also known for burning those who short it to a significant degree. In 2020 alone, Tesla short-sellers lost $40 billion as the company’s shares surged.
Those who bet against Tesla on the advice of the FAZ should then be prepared for the risks of such a decision. Tesla is a volatile stock, after all, and when it breaks out, it tends to reach impressive highs. This was evident in November 2020, when Tesla shorts lost $8.5 billion in that one month alone. Tesla is also deep into projects that may be positive drivers for its stock as well, such as the rollout of its Full Self-Driving Beta software, as well as the release of vehicles like the Semi and the Cybertruck.
Ironically, Elon Musk actually has a soft spot for retail shareholders. During his brief take-private attempt back in 2018, which saw him trying to sell the company to Apple, Musk’s decision to keep the EV maker private was reportedly influenced in part by the adverse effects of the privatization to retail shareholders. One can only hope that those who take the FAZ‘s advice are willing to take the ride, despite the chances that it may prove to be a painful one.
Disclaimer: I am long TSLA.
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Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Tesla has extended its Bay Area ride-hailing service to include pickups and drop-offs at San Francisco International Airport (SFO). The update, shared via the company’s official channels on July 21, allows users in the region to request rides directly to and from one of California’s busiest airports.
The expansion builds on Tesla’s secured limousine permit for SFO operations. Public records show the permit became effective March 20, 2026, and remains active through January 31, 2027. Tesla vehicles operating the service now display authorized limousine permits issued by the City and County of San Francisco.
Our Bay Area rideshare service now goes to SFO ✈️
— Tesla AI (@Tesla_AI) July 21, 2026
Tesla’s ride-hailing program in California relies on Model Y vehicles equipped with Full Self-Driving (Supervised) technology. Human safety drivers remain present in compliance with state regulations, distinguishing the service from fully driverless operations.
The Bay Area geofence covers a broad area spanning north of San Francisco to south of San Jose, offering extensive connectivity across the region.
UPDATE: Elon Musk reveals why Tesla didn’t say ‘Robotaxi’ upon California launch
This SFO addition follows earlier progress at other Bay Area airports. Tesla previously expanded service to San Jose Mineta International Airport (SJC) in late 2025. The company had engaged with SFO, SJC, and Oakland International Airport officials as early as September 2025 to secure necessary approvals for passenger transport.
The service provides a new option for travelers seeking electric, app-based transportation integrated with Tesla’s ecosystem. Rides are booked through Tesla’s dedicated ride-hailing application, which handles matching, routing, and payments. Pricing follows standard ride-hailing models, with potential adjustments based on distance, time, and demand.
Tesla’s California ride-hailing program launched in July 2025 with an initial invite-only rollout in the Bay Area. It started alongside operations in Austin, Texas, marking the company’s second major U.S. market.
The Bay Area remains a primary focus in California, with service centered on high-demand corridors connecting residential, commercial, and now major transportation hubs. This latest airport integration represents a practical step in Tesla’s broader mobility ambitions within the state.
Tesla has officially revealed its 2026 Summer Update, which comes with a variety of crazy new features, including Navigation fixes that owners have been wanting for months.
Tesla routinely releases a larger update with the Spring, Summer, Fall, and Winter updates, where it ships a variety of new features, bug fixes, and other additions to customer cars.
The 2026 Spring Update featured things like “Hey Grok” voice assistance, a redesigned self-driving app, Unreal Engine visual upgrades, and more.
🚨 TESLA’S SUMMER UPDATE FOR 2026 IS HERE:
Featuring:
✅ Self-Driving Stats in Mobile App
✅ Caraoke with Scoring
✅ Automatic Navigation
✅ Preferred Routes
✅ Set Arrival Energy from Mobile App
✅ Send Custom Wraps from Mobile App
✅ Rear Display Lock
✅ Other Improvements
🔌… https://t.co/C9IW3egEhH— TESLARATI (@Teslarati) July 21, 2026
Tesla’s Summer Release has about ten new features; we’ll show you each and detail them below:
New Grok Voice Commands
“Grok can now make phone calls, search and play music, adjust climate, open the glovebox, and answer questions about your Tesla.”
Self-Driving Stats in Mobile App
“View and share self-driving stats from the mobile app.”
Caraoke With Scoring
“Caraoke now scores your singing while in Park. High scores are saved to your Tesla profile.”
Automatic Navigation
“Automatic Navigation now adapts to your routine.
In addition to Home, Work, and upcoming calendar events, your vehicle can now suggest and route to places you visit regularly – like a school drop-off on the way to work, or the gym on the way home.”
Preferred Routes
“For a more personalized experience, navigation now prioritizes routes that you’ve taken before”
Set Arrival Energy from Mobile App
“Set your desired Arrival Energy from your phone.”
Send Custom Wraps from Mobile App
“Skip the USB drive and upload a custom wrap of your car from the mobile app. Instructions for creating a custom wrap here: https://github.com/teslamotors/custom-wraps.”
Rear Display Lock
“Kids can watch content on the rear screen, but only the front row can control it through the rear screen app.”
Other Improvements
- Find Superchargers by name when searching for a destination
- Add Apple Music songs to queue from search and artist page
- Set your preferred zoom level for the Self-Driving visualization
- Intro animations for new Model 3 and Y
Tesla Mobile App gets a new feature that wrap fans are going to love
Elon Musk handed Grok something no other AI company can get their hands on
