Tesla drops 7% on self-driving competition, Musk OpenAI distractions
Elon Musk, CEO of Tesla and Spacex, joins US President Donald Trump during the signing of an executive order at the White House in the White House on February 11, 2025 in Washington, DC.
Andrew Harnik Gety pictures
Timing The shares decreased by 6 % on Tuesday after their Chinese competitor announced plans to develop autonomous vehicle technology with Deepseek, and said that it will provide its construction system in almost all new cars, which increases fears of that. Elon Musk The company fails to compete.
There are also increasing concerns about musk deviations outside Tesla, after the news appeared to be the richest person in the world an offer To lead a group of investors in the purchase of Openai, while his work increases with President Donald Trump White House.
Tesla’s share price decreased for five consecutive days, nearly 17 % fell from this extension to $ 328.50, and wiped more than $ 200 billion in the market.
BYD, which has emerged as the best Tesla competitor on the world stage, He said on Monday At least 21 of its new typical vehicles will be partially equipped with automatic driving systems, which include automatic parking features and highways.
Do not offer Tesla after a roboty and EVS currently requires a human driver to stay on the wheel, ready to guide or brake at any time. On Tesla Profit call Last month, Musk said that the company aims to launch “full -time driving under supervision”, and Rideshare service without a driver in Austin, Texas, in June. Alphabet’s Waymo runs the Robotaxi service in Austin as well as in parts of Phoenix, San Francisco.
“In our opinion, the competition between Waymo and Tesla and a group of Chinese players is the main driver on the market of marketing,” said Morgan Stanley analysts in a note after BYD. He has a price goal of $ 430.
Waymo said on Tuesday that it added 10 square miles of Robotaxi service in Los Angeles.

In a report on Tuesday, Obenheimer analysts wrote that “the autonomy competition may limit [Tesla] They wrote: “Even if Tesla meets the timeline of a driver without a driver in Texas, the company” is one of many independent technology providers, which indicates competition for price and performance. “
In addition to running Tesla, Musk is the CEO of Spacex, and the social media company owns X, and is the head of the Xai artificial intelligence. It also spends a great time these days in Washington, DC, runs the “Ministry of Government efficiency” (DOGE) as a private government employee, with the aim of reducing federal spending, employees, regulations and even entire agencies.
Many projects, many deviations
Investors who are already cared about about Musk’s huge obligations that exceed his Trillion-Dollaar Ev have a greater reason for their fear after the events that were revealed on Monday. Musk’s lawyer, Mark Tobrov, told CNBC that Musk is leading a union of investors at a $ 97.4 billion offer for Openai.
Musk was among the Openai founders in 2015, when the AI’s start was created as a non -profit research laboratory. Musk sought to get Tesla Openai, after which he left the organization’s board of directors.
Openai has sincerely marketed many products, most notably ChatGPT. The co -founder and CEO of SAM Altman is to restructure Openai as a profit. Musk suited Openai to prevent this transition, and Xai began as a direct competitor.
Obenheimer’s analysts wrote that “while [Tesla] He turned focus on being a physical play, we consider ELON Musk’s offer for Open AI as a distraction from [Tesla’s] Challenges.
Homosexuality The employees said On Tuesday note, the Openai Board of Directors did not receive an official offer from Musk and the employees reminded that “Elon has a history of making unimaginable claims.”
Later on Tuesday, Tobrov said in a statement that he had sent an e -mail to the Openai show on behalf of a MUSK, the MUSK one day before to Openai’s external attorney William Savit and Sarah Edi “to send their client.” Tobrov said that the show was “in the form of a detailed letter of four pages” and was sent to the Openai Board of Directors.
He wrote, “Whether Sam -German chose to provide or withhold this from other members of the Openai Board of Directors out of our control,” he wrote.
OPPenheimer also highlighted the added risks associated with the MUSK intense work with the Trump administration.
Although Musk’s behavior “has audiences in some circles, his public life” risks the expression of consumers and employees as the Trump administration tests the limits of its strength. “For example, they referred to the data of modern vehicles registration that showed a sharp decrease on an annual basis in California and through many From European markets.
Tesla did not respond immediately to request a comment.
He watches: Tesla is still on the right track

https://image.cnbcfm.com/api/v1/image/108100975-1739313281913-GettyImages-2198969599.jpg?v=1739313326&w=1920&h=1080
2025-02-12 09:59:00