Bloomberg Tech Tesla’s Sales Miss, Next Stage of NASA’s Moon Mission
22 snips
Apr 2, 2026 Ben Callow, senior research analyst at Baird, weighs in on Tesla valuation, product roadmap and capital spending. He discusses the company’s recent sales miss and the strain on cash flow. Conversations probe CyberCab, Optimus and the robo-taxi strategy. The segment also touches on links to SpaceX and how Tesla might fund its next moves.
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Prioritize Affordable New Models And Strategic Consolidation
- To regain momentum, Tesla needs fresh, affordable products and targeted marketing that leverage its vertical integration and battery strengths.
- Ben Callow suggested merging public companies could simplify ownership and help scale capital for AI and space ambitions.
Artemis II Heads Toward Far Side Of The Moon
- Artemis II completed a burn to enter a higher elliptical Earth orbit and is scheduled for a translunar injection burn to send Orion toward the far side of the moon.
- Ed Ludlow emphasized the mission tests resource observation and will temporarily lose contact when Orion passes behind the moon.
Globalstar Acquisition Would Fast‑Track Satellite Reach
- Globalstar's licensed spectrum and ground infrastructure make it valuable to Amazon's satellite internet ambitions and competitive with SpaceX's offerings.
- Ed Ludlow noted Apple already owns ~20% of Globalstar and its satellite capabilities underlie emergency iPhone features.