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Web visits to Tesla’s website—people browsing, considering, and even ordering—are hitting all-time highs, indicating a healthy pipeline of consumer interest. Notably, this strength persists into August, despite the expiration of EV tax credits at the end of September, suggesting sustainable demand rather than a short-term tax credit pull-forward effect seen in other automakers like GM.
The Role of Leadership and Technological Innovation
The segment underscored Elon Musk’s critical role as Tesla’s CEO. With Musk back in the driver’s seat, so to speak, the outlook has become more optimistic. Swan noted that as long as Musk remains at the helm, Tesla’s future remains promising, thanks to his visionary leadership and ambitious product pipeline.