News
Tesla is bringing a machine gun to a knife fight using an ‘AK-47 disguised as a butter knife’
Just recently, Tesla received what could very well be one of its most bullish takes from Wall Street to date, with Canaccord Genuity analyst Jed Dorsheimer acknowledging the potential of the company’s battery business, among other things. During a segment at CNBC’s The Squawk, Dorsheimer noted that Tesla’s primary edge lies in the fact that it simply tackles problems in a way that is fundamentally different from the norm.
And this, according to the analyst, is a crucial advantage—one that could help the EV maker keep its lead in the electric car sector. “Tesla is bringing a machine gun to a knife fight,” Dorsheimer noted.
In a lot of ways, Dorsheimer’s statements ring true. CEO Elon Musk has noted that Tesla should be seen as a chain of about a dozen startups that are each working towards a specific goal. As Musk said, many of the “startups” under Tesla’s umbrella actually have little to no correlation with traditional automotive companies. These include the company’s energy business, which the CEO predicts would comprise a large portion of Tesla in the future.
Despite this, few have looked at Tesla with such a lens. A look at the coverage of Tesla in the mainstream media over the years would show that numerous traditional auto analysts have been wrong about the stock, and even big bulls like Cathie Wood of ARK Invest do not typically cover Tesla’s potential in segments such as battery storage and residential solar. And this, at least for many of Tesla’s critics, has proven to be a costly misstep, as evidenced by TSLA shorts’ $38 billion loss last year.
A group that may very well have acknowledged Tesla’s bigger picture could be retail investors, many of whom are not investing experts. Instead, they are category experts, mastering the unique niche that Tesla was carving for itself. Partly thanks to the emergence of such a group, Tesla’s mid-2019 to 2020 stock performance represented one of the largest transfers of wealth from Wall Street to Main Street investors to date.
What is rather remarkable is that Tesla’s potential is hiding in plain sight. Its electric car business may not produce vehicles at the same volume as Toyota for now, but its numbers are growing massively every year. It only has a couple of functioning car factories today, but both are pushing out vehicles with frightening efficiency. Tesla’s battery storage and solar business may be easy to overlook as well, but its potential is vast as it exists in a sector that’s ripe for disruption.
Inasmuch as all the pieces of the Tesla puzzle are visible, however, it is very easy for someone with a narrow-minded lens—perhaps one focused on month-over-month vehicle deliveries in specific territories—to miss the forest for the trees. And in a way, this is partly due to Tesla’s strategy itself, which tends to keep things understated, despite Elon Musk’s Twitter habits.
From its vehicles to its battery storage systems, Tesla’s entire lineup is designed with simplicity in mind. This was something that Top Gear presenter Chris Harris mentioned back in 2019 when he went behind the wheel of the Model 3 Performance. Harris sharply criticized the Model 3 for its unassuming look, but he was blown away by its performance, which included the vehicle walking all over the best of ICE on the track. Summing up his thoughts, Harris noted that the Model 3 was an “AK-47 disguised as a butter knife.”
This still pretty much applies to Tesla’s current lineup of products. From the Semi to Full Self-Driving to Autobidder, most of Tesla’s creations are designed to usher in a paradigm shift in their respective segments. They just typically come in packages that are easily judged and just as easily miscalculated. Fortunately, and considering the growing community of people well-versed in Tesla’s efforts, the company’s efforts will likely not remain unacknowledged. After all, if Canaccord Genuity analyst Jed Dorsheimer’s recent statements are any indication, it appears that even Wall Street is starting to appreciate the forest a little bit more.
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Investor's Corner
Tesla Board Chair defends Elon Musk’s pay plan, slams proxy advisors
The letter comes ahead of Tesla’s 2025 Annual Meeting, where shareholders will vote on several key proposals.
Tesla Chair Robyn Denholm has issued a strongly worded letter urging investors to reject the latest recommendations from proxy advisory firms ISS and Glass Lewis, saying their “one-size-fits-all” approach fails to recognize Tesla’s unique business model and track record.
The letter comes ahead of Tesla’s 2025 Annual Meeting, where shareholders will vote on several key proposals including Elon Musk’s 2025 CEO Performance Award and director reelections.
Tesla slams proxy advisors’ models
Denholm criticized both firms for consistently opposing Tesla’s growth-oriented plans, noting that the company’s market capitalization has increased twentyfold since shareholders approved Musk’s 2018 performance package, which both advisors had opposed at the time.
“Our shareholders have ignored their recommendations, and it’s a good thing they did,” she wrote. “Otherwise, you may have missed out on our market capitalization soaring 20x while the proxy advisors time and time again recommended “against” Tesla proposals designed to promote the sort of extraordinary growth we have enjoyed.”
The letter argued that Glass Lewis and ISS use robotic policies that don’t account for Tesla’s innovation-driven structure. Tesla’s leadership maintained that the 2025 CEO Performance Award will only reward Musk if he achieves extraordinary market capitalization and operational goals. The plan, Denholm stated, aligns Musk’s incentives with long-term shareholder interests.
Tesla defends board leadership
Denholm also defended directors Ira Ehrenpreis and Kathleen Wilson-Thompson, calling them pivotal to Tesla’s governance and innovation strategy. She said both have driven Tesla’s growth and helped design compensation systems vital to competing in the AI and robotics talent race.
She warned that following ISS and Glass Lewis could turn Tesla into “just another car company,” and urged shareholders to “vote yes to robots, and reject robotic voting.” The letter also highlighted that neither ISS nor Glass Lewis owns Tesla stock, emphasizing that only shareholders “who have made an actual financial investment” should decide the company’s direction.
“If you prefer that Tesla turn into just another car company mired in the ways of the past, then you should follow ISS and Glass Lewis. If you believe that Tesla, under the visionary leadership of Elon and the oversight of a Board that includes business leaders with integrity like Ira, Kathleen and Joe, then you should vote with Tesla,” Denholm wrote.
News
Tesla Model S and Model X make a comeback in Europe
The updates inside and under the surface of the new Model S and Model X are meaningful.
Tesla’s luxury flagships are making a comeback in Europe. After disappearing from Tesla’s online configurator in July, the Model S and Model X are once again available to order across the region.
Deliveries are set to begin in November, with the Model S priced from €109,990 and the Model X starting at €114,990. The update brings improved comfort, reduced cabin noise, and efficiency improvements to the two veteran EVs.
A subtle refresh
Tesla’s design team made only light exterior changes, but the updates inside and under the surface of the new Model S and Model X are meaningful. The refreshed Model S and Model X now feature upgraded insulation, enhanced active noise cancellation, and retuned air suspension to make the ride smoother and quieter.
New 19- or 21-inch wheels and ambient interior lighting add a subtle modern touch to the two flagships, while the Model X’s third-row seating has been improved with more space for occupants, Tesla Europe and Middle East noted in a post on X.
Both vehicles gained adaptive headlights, blind-spot warning lights, and a standard front camera. Efficiency has also improved thanks to new aerodynamic rims and low-rolling-resistance tires. The Model S now boasts a WLTP range of 744 kilometers, while the heavier Model X can travel up to 600 kilometers on a single charge.
Tesla’s performance flagship
The Model S Plaid, Tesla’s performance flagship, benefits from deeper upgrades in this cycle. The vehicle now features a redesigned front fascia and a new front splitter. Its rear aprons have also been updated, and it has been given a carbon rear spoiler and diffuser to enhance high-speed stability.
Underneath, the drive rotors receive carbon sleeves for better performance under extreme loads. The Plaid sprints from zero to 100 kph in just 2.1 seconds and can reach 322 kph with optional ceramic brakes, while maintaining an impressive 611-kilometer range. Considering its performance figures, the Model S Plaid has once again become the market’s best bang-for-the-buck flagship performance car.
News
Tesla begins deliveries of its affordable Model Y Standard
The ‘Standard’ Model Y is now getting ready to fall into customer hands, according to some owners, who are preparing for or have already taken delivery of the new model.
Tesla has officially started deliveries of the affordable Model Y ‘Standard’ less than three weeks after the company launched it on October 8.
Following the loss of the $7,500 electric vehicle tax credit, Tesla launched the Model 3 and Model Y ‘Standard’ trims, both coming in at sub-$40,000 starting prices, but being stripped of many of the features that come in the ‘Premium’ configuration levels.
Tesla launches two new affordable models with ‘Standard’ Model 3, Y offerings
The vehicles are Tesla’s answer to the loss of the tax credit, which was phased out by the Trump Administration. Tesla said it has been developing these models for over a year, as it revealed in early 2024 that it was working to create new vehicles that would be more affordable.
It also said it was developing vehicles to be built on a new-generation platform, which is a likely reference to the Cybercab, which has also been spotted at both Gigafactory Texas and the Fremont Factory.
The ‘Standard’ Model Y is now getting ready to fall into customer hands, according to some owners, who are preparing for or have already taken delivery of the new model:
Delivery day fr fr 🤙🏽 https://t.co/2xHAqjgL50 pic.twitter.com/OkKLZRJlJk
— TESBROS (@teslabros) October 21, 2025
Tesla slated deliveries for November when the two vehicles launched on October 8, but that seems to be an underpromise and overdeliver type of situation.
The new features for the Model Y include:
- New athletically tuned exterior and new alloy wheels to improve aerodynamics
- 15.4″ touchscreen in the front, the same as the other trims
- Available in three colors: Stealth Grey (free), White ($1,oo0 extra), Diamond Black ($1,500 extra)
- Textile and vegan leather interior
- Range sits at 321 miles
- New front fascia
- Covered glass roof (textile on inside)
- Windows are not acoustically laminated for a quieter cabin
- Manual mirrors and seats
- Smaller frunk
- No rear infotainment screen
- No basic Autopilot
- 69 kWh battery
- New 19″ Aperture wheels
- 0-60 MPH in 6.8 seconds
- 7 speaker stereo, down from 15 speakers in premium models
@teslarati 🚨 Tesla’s Affordable Models are here! Let’s talk about them! #tesla #fyp #viral #teslaev #elonmusk ♬ Natural Emotions – Muspace Lofi
Tesla Board Chair defends Elon Musk’s pay plan, slams proxy advisors
Tesla Model S and Model X make a comeback in Europe
Tesla begins deliveries of its affordable Model Y Standard
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