Latest news with #FletcherSchool
Yahoo
14-07-2025
- Automotive
- Yahoo
Tesla stock needs 'Elon Musk magic,' expert says
Elon Musk's announcement that he wants to launch a new third party has some Tesla (TSLA) investors and analysts upset. They don't want to see the CEO distracted by politics. In the video above, Tufts University Fletcher School of Law and Diplomacy adjunct associate professor Gautam Mukunda explains why "Elon Musk magic" is so important to the EV maker's stock. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. No company on Earth has as much key risk as Tesla does, right? To believe in Tesla's current valuation, you have to attribute some enormous ranco amount to Elon Musk magic. You just do, right? I mean, the theory is that somehow self-driving cars are going to generate the returns they have, but they're not the leader in the technology or autonomous robots are gonna do it, but there not the leader in that technology either. So there has to be some theory by way which Elon Musk can do that. And look, after SpaceX, who's gonna say that's impossible. But if Elon Musk isn't involved in Tesla, then your value, the value you're attributing to Elon Musk magic has to get much higher because now you're saying it's like 20% of Elon is going to deliver that. You're stretching the credulity of that story further and further with every. And then adding to that, of course, the fact that the other adventure, his other adventures aren't the sort of things that give you confidence in what we're doing at Tesla. If Tesla's valuation is driven by, you know, its ability to do autonomous cars, which is driven by its mastery of AI technologies, and Grok is currently declaring itself to be Mecca Hitler, well then you've got to wonder about the mastery of AI technologies part. Go with the final question, what if you're a Tesla investor and you think to yourself, you know what, maybe I just look through this drama. I look through the deadlines. I look through the posts on X. When it comes to Tesla, I just stay focused on, really what matters now, which is the cars. The EVs are still what drives the P&L and the Q2 deliveries, hey, they were better than what some feared on the streets why the stock popped and we got that number. And I'll just say focus on that. I'll say focus on the EVs and the fundamentals. I'll ignore what I see on X. What would you say to that investor? I mean, if you're a Tesla investor, you have already made the decision to ignore all of this, right? It's not like Elon doing things that no one else in the world would do is happened last week. We have years of this. So you have already made that choice. And what I would say is if you're just focused on the cars. What's your theory behind why Tesla is going to maintain or increase its dominance of the electric car market when rivals are coming in who are producing cars as good or better than anything Tesla can do? If you've got a theory for that, that says exactly how they're gonna do that, first, you should share that with Tesla, because I'm sure they'd like to know what it is, and second, then you should buy it, because OK, because then it makes sense. But I haven't heard anyone propose a plausible version of that story yet.
Yahoo
14-07-2025
- Automotive
- Yahoo
Tesla stock needs 'Elon Musk magic,' expert says
Elon Musk's announcement that he wants to launch a new third party has some Tesla (TSLA) investors and analysts upset. They don't want to see the CEO distracted by politics. In the video above, Tufts University Fletcher School of Law and Diplomacy adjunct associate professor Gautam Mukunda explains why "Elon Musk magic" is so important to the EV maker's stock. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. No company on Earth has as much key man risk as as Tesla does, right? To believe in Tesla's current valuation, you have to attribute some enormous amount to Elon Musk magic. You just do, right? I mean, the theory is that somehow self-driving cars are going to generate the returns they have, but they're not the leader in that technology or autonomous robots are going to do it, but they're not the leader in that technology either. So there has to be some theory by which Elon Musk can do that. And look, after SpaceX, who's going to say that's impossible? But if Elon Musk isn't involved in Tesla, then your value, the value you're attributing to Elon Musk magic has to get much higher because now you're saying it's like 20% of Elon is going to deliver that. You're stretching the credulity of that story further and further with every beat. And then adding to that, of course, the fact that the other adventure, his other adventures aren't the sort of things that give you confidence in what we're doing at Tesla. If Tesla's valuation is driven by, you know, its ability to do autonomous cars, which is driven by its mastery of AI technologies, and Grock is currently declaring itself to be Mecca Hitler. Well, then you got to wonder about the mastery of AI technologies part. Go to final question. What if you're a Tesla investor and you think to yourself, you know what? Maybe I just look through this drama. I look through the deadlines. I look through the posts on X. When it comes to Tesla, I just stay focused on really what matters now, which is the cars. The EVs are still what drives the P&L and the Q2 deliveries. Hey, they were better than what some feared on the streets, why the stock popped when we got that number. And I'll just stay focused on that. I'll stay focused on the EVs and the fundamentals. I'll ignore what I see on X. What would you say to that investor? I mean, if you're a Tesla investor, you have already made the decision to ignore all of this, right? It's not like Elon doing things that no one else in the world would do is happened last week. We have years of this. So you have already made that choice. And what I would say is, if if you're just focused on the cars, what's your theory behind by which Tesla is going to maintain or increase its dominance of the electric car market when rivals are coming in who are producing cars as good or better as anything Tesla can do. If you've got a theory for that, that says exactly how they're going to do that, first, you should share that with Tesla because I'm sure they'd like to know what it is. And second, then you should buy it because okay, then it makes sense. But I haven't heard anyone propose a plausible version of that story yet. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-07-2025
- Business
- Yahoo
Why Apple shouldn't replace Tim Cook yet
An analyst at LightShed Partners suggested that Apple (AAPL) should replace CEO Tim Cook. Tufts University Fletcher School of Law and Diplomacy adjunct associate professor Gautam Mukunda doesn't think the tech giant should be rushing to replace its leader. He explains why in the video above. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. Let's start with Apple. Big topic this week, Gotham. We had analysts at Lightshed put out this note asking, is it time for a new CEO at Apple? You, my friend, as a guru on all things C-suite leadership, management, your answer to that question, Gotham. What do you think? No, it's not. Um, it wasn't that long ago that you could give Tim Cook credit as having created more value as a CEO than any other CEO in history. And we're talking about like two to three years ago. It's not that long ago. Um, from a customer's perspective, it's not like Apple is falling down on the job. Sales on their products are phenomenal. People like what they're doing. Even if you hear this sort of rent complaint that Apple's not what it once was, nobody doesn't think it's anything but pretty great. Um, this seems largely a market thing about the fact that Apple is not taking advantage of the same boom that AI in that price rise up that AI is giving to a lot of the other magnificent seven. And look, Apple's acting differently than the other ones. That is true. Like they're clearly behaving in a different way. You know, historically, when Apple's behaved in a way different than other high-tech companies, that's worked out pretty well for the shareholders. I would not want to pull the trigger quite so quickly that it's going to fail this time. Also, Gotham, just talk to me about, well, I come back to is also the skill set you need to run a multinational giant like this. I mean, Cook, he's got roughly 160,000 employees. He's got literally billions of devices all around the world. To run a, a giant like this, Gotham, I just think through how much you have to know about product and tech, about operations, about supply chain. You also have to be a diplomat. You have to be the the the person who can get on the phone with the president of the United States and make your case eloquently and powerfully. How rare is that, Gotham? See, I mean, it's vanishingly rare. Sort of the the list of people on earth who have the experience to do something like this is incredibly small. Almost all of them are the CEOs of other companies who aren't going to Apple. And let's sort of let's think through the logic here, right? So either you're going to go with an insider or an outsider. If you're going to go with an insider, it's going to be someone who was picked by Cook, who grows groomed by Cook, who grew up in this environment. So the odds that he or she is going to do something radically different are really low. If you're going to go with an outsider, then first, since you're going with an outsider, you have essentially no way to guarantee that they have the incredibly rare and diverse set of skills that you just described. So you're taking enormous, you're taking a very large risk by putting in a leader who you really can't be sure of in sort of the crown jewel of American capitalism. On both sides of that equation, that strikes me as a pretty risky bet to make. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
13-06-2025
- Business
- Yahoo
How chipmakers are navigating manufacturing & export shifts
Christopher Miller, professor at Tufts University's Fletcher School, joins Asking for a Trend with Josh Lipton to discuss the current state of the chip sector, including Micron's (MU) increase in US investing. Miller is also the author of "Chip War: The Fight for the World's Most Critical Technology." To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
New Indian Express
30-05-2025
- Business
- New Indian Express
Borne identity: Looming AI threat
This erasure will be deepened if AI culls jobs on a scale not seen for decades―and across the rank and file this time. AI was supposed to take over basic and repetitive tasks, leaving workers free to supervise machines or turn to higher things. Exactly the opposite is happening. AIs can write words and code, create images from words, analyse gigantic datasets and work in mathematics, science and music. Because they learn by mimicry, they can even write poetry and literary fiction in the manner of acclaimed writers. But for want of manual dexterity, AIs are no good for everyday work. They can make fast food because it's standardised, but they can't make a home-cooked meal. Disappointingly, while the household robot has been a stock character in science fiction, intelligent machines can't perform any household function reliably, except for keeping floors somewhat clean. Jobs deemed to be low-quality may prove to be durable while a lot of white-collar roles go to machines. Even industries like the press, which depend heavily on human instincts and originality, are being affected. The buzz is about 'liquid content'―text, graphics and other components formatted to be widely shared, which can be decanted into various formats and channels. Until fairly recently in India, there were curbs on cross-media holdings for fear that media houses would do precisely this, narrowing the variety of news sources and opinion. Besides, it was assumed that the 'nose for news' on which the whole business runs is a uniquely human attribute. But some Nordic media houses are training their own AIs by a simple process: their desk staff give a thumbs up or thumbs down to incoming news to teach the AI to be a news editor. The most persuasive evidence that AIs could take white-collar jobs comes from changing attitudes to universal basic income. The idea dates back to Thomas Paine in the late 18th century and enjoys some popularity in times of economic uncertainty. At other times, it has been dismissed as a handout. But over the last decade, as AI has surged, it is again being talked up. Elites drive policy everywhere, including in technology, and the change could suggest that they know that their own AIs could make them redundant. Speakeasy Pratik Kanjilal | Fellow, Henry J Leir Institute of Migration and Human Security, Fletcher School, Tufts University (Views are personal) (Tweets @pratik_k)
