Bloomberg Tech Tesla Costs Undermine Record EV Sales
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Oct 23, 2025 Srinivas Gopalan, the incoming CEO of T-Mobile and current COO, shares insights on the company's impressive growth, boasting 1 million new mobile subscribers and strong service revenue during the recent quarter. The discussion dives into Tesla's surprising profit drop despite record EV sales, exploring factors like increased operating expenses and tariff impacts. The podcast also touches on the U.S. government's potential software restrictions against China, highlighting ongoing tech competition.
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Tech As Macroeconomic Stabilizer
- The tech sector has acted as a macroeconomic stabilizer and continues to attract M&A and investment.
- That resilience cushions broader economic weakness despite trade tensions.
Hire Globally For AI Talent
- Recruit global AI talent because demand outstrips domestic supply and tightness persists.
- Use visas and international hiring to fill critical machine learning roles.
Margins Squeezed Despite Volume
- Tesla's margins were squeezed by tariffs, falling regulatory credit revenue, and rising operating expenses.
- Those structural pressures explain why EPS missed despite delivery beats.