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?

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.

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.