He claims the carmaker will be the most valuable AI company in the world thanks to the reams of video data collected by its cars. Is that really a competitive advantage?

Explore Tesla, Inc.'s growth potential driven by robotics, AI, and autonomous software. Click here for my updated look at TSLA during an era of turmoil.

This suggests that a reaction from consumers who dislike Mr Musk’s antics are only one reason for falling sales. An updated Model Y, Tesla’s best-selling vehicle, has just gone on sale. In preparation Tesla ran down inventory of the old model, crimping supply. Customers doubtless held off purchases until the new car was available.