Knowledge Diagram Navigation:

Spatial co-ordinations are initially random, and will automatically re-arrange to minimize complexity based on distance between relationships. Mouse down and drag to pan. Right click on the strategic diagram toggles between motion and stationary. Hover over abstract node (orange) to view abstractions. Hover over leaf node to view corresponding narrative. Left click on the leaf node expands the narrative to view full text.

Narrative Analysis - Report

Key Focus

"We don't doubt that FSD is making progress, but TSLA has talked up autonomy before, and we are skeptical that TSLA will have a 'cyber-cab'or ride-hailing service this decade," analysts at UBS wrote after earnings. ...

As Citi analysts wrote in a note after earnings, "We like Tesla's product pivot that appears to prioritize speed and launch/redesign on existing capacity." ...

No momentum supporting factor found

Challenge supporting factors

(tesla,earnings,analysts)

(tesla,earnings,ubs)

(tesla,analysts,service)

(tesla,earnings,service)

(tesla,analysts,ride-hailing)

(tesla,earnings,ride-hailing)

(tesla,analysts,technology)

(tesla,technology)

(earnings,analysts,fsd)

Work-in-progress supporting factors

(tesla,analysts,jefferies)

(tesla,jefferies)

(tesla,earnings,analysts)

(company,stock)

(earnings,uber)

(tesla,earnings,uber)

(tesla,uber)

(earnings,trading)

(tesla,earnings,trading)

(tesla,trading)

(earnings,stock)

(tesla,earnings,stock)

(earnings,ridesharing)

(tesla,earnings,ridesharing)

(tesla,analysts,prioritize)

Time Period	Challenge	Momentum	WIP
Report	15.57	0.00	84.43

High Level Abstraction (HLA) combined

High Level Abstraction (HLA)	Report
(1) (tesla,earnings,analysts)	100.00
(2) (tesla,analysts,jefferies)	76.77
(3) (tesla,jefferies)	67.27
(4) (company,stock)	47.47
(5) (tesla,earnings,ubs)	47.07
(6) (earnings,uber)	46.67
(7) (tesla,earnings,uber)	46.26
(8) (tesla,uber)	45.66
(9) (earnings,trading)	45.45
(10) (tesla,earnings,trading)	45.25
(11) (tesla,trading)	44.44
(12) (earnings,stock)	44.24
(13) (tesla,earnings,stock)	43.64
(14) (tesla,analysts,service)	43.23
(15) (tesla,earnings,service)	42.83
(16) (earnings,ridesharing)	42.63
(17) (tesla,earnings,ridesharing)	42.02
(18) (tesla,analysts,ride-hailing)	41.82
(19) (tesla,earnings,ride-hailing)	41.41
(20) (tesla,analysts,prioritize)	41.21
(21) (tesla,earnings,prioritize)	41.01
(22) (earnings,pioneer)	40.81
(23) (tesla,earnings,pioneer)	40.20
(24) (tesla,earnings,momentum)	40.00
(25) (tesla,analysts,ubs)	39.80
(26) (tesla,ubs)	39.39
(27) (tesla,analysts,market)	38.99
(28) (tesla,analysts,fsd)	37.58
(29) (tesla,fsd)	37.17
(30) (tesla,analysts,technology)	36.97
(31) (tesla,technology)	36.57
(32) (tesla,analysts,model)	36.36
(33) (earnings,analysts,launches)	35.76
(34) (market,launches)	34.14
(35) (tesla,analysts,launches)	33.74
(36) (tesla,market,launches)	33.33
(37) (company,question)	32.93
(38) (tesla,company,question)	32.32
(39) (tesla,company,investor)	32.12
(40) (tesla,company,elaborated)	31.92
(41) (tesla,company,auto)	31.52
(42) (company,answer)	31.31
(43) (tesla,company,answer)	30.71
(44) (tesla,market,volume)	30.51
(45) (tesla,volume)	30.10
(46) (market,jefferies)	29.90
(47) (tesla,market,jefferies)	29.09
(48) (market,ceo_musk)	28.69
(49) (tesla,market,ceo_musk)	28.08
(50) (market,cars)	27.68
(51) (tesla,market,cars)	27.07
(52) (market,appeasing)	26.67
(53) (tesla,market,appeasing)	26.06
(54) (tesla,stock,trading)	25.66
(55) (tesla,stock,ridesharing)	25.25
(56) (tesla,stock,pioneer)	24.85
(57) (tesla,stock,momentum)	24.44
(58) (company,trading)	24.04
(59) (company,profit)	23.43
(60) (company,operating)	23.23
(61) (company,momentum)	23.03
(62) (company,earnings)	22.83
(63) (company,auto)	22.63
(64) (market,volume)	22.22
(65) (market,profit)	22.02
(66) (market,guidance)	21.82
(67) (market,analysts)	21.62
(68) (earnings,analysts,unsupervised)	19.39
(69) (earnings,unsupervised)	18.99
(70) (earnings,analysts,ubs)	17.17
(71) (earnings,ubs)	16.57
(72) (earnings,analysts,service)	15.15
(73) (earnings,service)	13.94
(74) (earnings,analysts,market)	13.33
(75) (earnings,analysts,self-driving)	12.53
(76) (earnings,self-driving)	11.31
(77) (earnings,analysts,ride-hailing)	10.30
(78) (earnings,ride-hailing)	8.69
(79) (earnings,analysts,jefferies)	4.04
(80) (earnings,analysts,fsd)	2.22
(81) (earnings,analysts,ceo_musk)	0.20

Supporting narratives:

Please refer to knowledge diagram for a complete set of supporting narratives.

challenge - Back to HLA

"We don't doubt that FSD is making progress, but TSLA has talked up autonomy before, and we are skeptical that TSLA will have a 'cyber-cab'or ride-hailing service this decade," analysts at UBS wrote after earnings. ...
High Level Abstractions:

(tesla,earnings,ride-hailing)
(tesla,earnings,analysts)
(tesla,earnings,ubs)
(tesla,analysts,ride-hailing)
(tesla,analysts,service)
(earnings,analysts,fsd)
(tesla,earnings,service)
Inferred entity relationships (16)
(earnings,tesla,ubs) [inferred]
(earnings,ride-hailing) [inferred]
(analysts,earnings,ubs) [inferred]
(analysts,earnings,launches) [inferred]
(analysts,earnings,self-driving) [inferred]
(analysts,earnings,unsupervised) [inferred]
(analysts,earnings,market) [inferred]
(earnings,tesla,trading) [inferred]
(analysts,earnings,jefferies) [inferred]
(analysts,earnings,service) [inferred]
(tesla,ubs) [inferred]
(earnings,service) [inferred]
(analysts,earnings,ride-hailing) [inferred]
(analysts,earnings,tesla) [inferred]
(earnings,tesla,uber) [inferred]
(analysts,earnings,fsd) [inferred]

challenge - Back to HLA

"Commitment to robotaxi is unwavering, still without providing clarity on timeframe and business model," the Jefferies note said.. . A note from UBS analysts referring to Tesla's Full Self-Driving technology, or FSD, was even more critical. "We don't doubt that FSD is making progress, but TSLA has talked up autonomy before, and we are skeptical that TSLA will have a 'cyber-cab'or ride-hailing service this decade," analysts at UBS wrote after earnings ...
High Level Abstractions:

(tesla,ubs)
(tesla,technology)
(tesla,analysts,ubs)
(tesla,fsd)
(tesla,analysts,technology)
(tesla,analysts,fsd)
Inferred entity relationships (3)
(tesla,ubs) [inferred]
(technology,tesla) [inferred]
(fsd,tesla) [inferred]

WIP - Back to HLA

. As Citi analysts wrote in a note after earnings, "We like Tesla's product pivot that appears to prioritize speed and launch/redesign on existing capacity." ...
High Level Abstractions:

(tesla,earnings,analysts)
Inferred entity relationships (12)
(earnings,tesla,ubs) [inferred]
(analysts,earnings,ubs) [inferred]
(analysts,earnings,launches) [inferred]
(analysts,earnings,self-driving) [inferred]
(analysts,earnings,unsupervised) [inferred]
(analysts,earnings,market) [inferred]
(earnings,tesla,trading) [inferred]
(analysts,earnings,jefferies) [inferred]
(analysts,earnings,service) [inferred]
(analysts,earnings,ride-hailing) [inferred]
(earnings,tesla,uber) [inferred]
(analysts,earnings,fsd) [inferred]

WIP - Back to HLA

And Musk emphasized over and over again on the earnings call that investors shouldn't view Tesla as an automaker but rather as a digital platform akin to Uber (UBER) and Airbnb (ABNB) for an autonomous fleet. ...
High Level Abstractions:

(earnings,uber)
(tesla,earnings,uber)
(tesla,uber)
Inferred entity relationships (3)
(earnings,tesla,ubs) [inferred]
(tesla,uber) [inferred]
(earnings,tesla,trading) [inferred]

WIP - Back to HLA

And beyond that, Tesla will prosper as a pioneer in autonomous ridesharing. Shares jumped following the earnings release, and the momentum carried over into morning trading Wednesday as the stock surged as much as 14%. ...
High Level Abstractions:

(tesla,trading)
(earnings,trading)
(tesla,earnings,momentum)
(tesla,earnings,trading)
Inferred entity relationships (3)
(earnings,tesla,ubs) [inferred]
(tesla,trading) [inferred]
(earnings,tesla,uber) [inferred]

WIP - Back to HLA

Shares jumped following the earnings release, and the momentum carried over into morning trading Wednesday as the stock surged as much as 14%. ...
High Level Abstractions:

(tesla,stock,momentum)
(earnings,stock)
(tesla,earnings,stock)
(tesla,stock,trading)
(company,earnings)
Inferred entity relationships (4)
(stock,tesla,trading) [inferred]
(tesla,trading) [inferred]
(earnings,stock,tesla) [inferred]
(earnings,stock) [inferred]

WIP - Back to HLA

And beyond that, Tesla will prosper as a pioneer in autonomous ridesharing. Shares jumped following the earnings release, and the momentum carried over into morning trading Wednesday as the stock surged as much as 14% ...
High Level Abstractions:

(tesla,earnings,pioneer)
(earnings,pioneer)
(earnings,ridesharing)
(tesla,earnings,ridesharing)
Inferred entity relationships (4)
(earnings,pioneer) [inferred]
(earnings,pioneer,tesla) [inferred]
(earnings,ridesharing,tesla) [inferred]
(earnings,ridesharing) [inferred]

WIP - Back to HLA

As Citi analysts wrote in a note after earnings, "We like Tesla's product pivot that appears to prioritize speed and launch/redesign on existing capacity.". ...
High Level Abstractions:

(tesla,earnings,prioritize)
(tesla,analysts,prioritize)

WIP - Back to HLA

But the market loved Tesla reassuring the world that, actually, cheaper cars are coming. As Jefferies analysts said in a note after the report, "first impression for us is CEO Musk appeasing the market by accelerating new product launches." ...
High Level Abstractions:

(tesla,analysts,jefferies)
(tesla,analysts,market)
(market,analysts)
Inferred entity relationships (4)
(analysts,market) [inferred]
(analysts,market,tesla) [inferred]
(market,tesla,volume) [inferred]
(jefferies,tesla) [inferred]

WIP - Back to HLA

"Commitment to robotaxi is unwavering, still without providing clarity on timeframe and business model," the Jefferies note said.. . A note from UBS analysts referring to Tesla's Full Self-Driving technology, or FSD, was even more critical ...
High Level Abstractions:

(tesla,jefferies)
(tesla,analysts,jefferies)
(tesla,analysts,model)
Inferred entity relationships (1)
(jefferies,tesla) [inferred]

WIP - Back to HLA

As Jefferies analysts said in a note after the report, "first impression for us is CEO Musk appeasing the market by accelerating new product launches.". ...
High Level Abstractions:

(market,launches)
(tesla,analysts,launches)
(earnings,analysts,ceo_musk)
(tesla,market,launches)
(earnings,analysts,launches)
(earnings,analysts,market)
Inferred entity relationships (13)
(analysts,earnings,ubs) [inferred]
(analysts,earnings,launches) [inferred]
(analysts,earnings,self-driving) [inferred]
(analysts,earnings,unsupervised) [inferred]
(analysts,earnings,market) [inferred]
(launches,market,tesla) [inferred]
(launches,market) [inferred]
(market,tesla,volume) [inferred]
(analysts,earnings,jefferies) [inferred]
(analysts,earnings,service) [inferred]
(analysts,earnings,ride-hailing) [inferred]
(analysts,earnings,tesla) [inferred]
(analysts,earnings,fsd) [inferred]

WIP - Back to HLA

If you value Tesla as just an auto company - it's just the wrong framework. If you ask the wrong question, then the right answer is impossible.". ...
High Level Abstractions:

(tesla,company,answer)
(tesla,company,question)
(company,question)
(company,answer)
Inferred entity relationships (4)
(answer,company,tesla) [inferred]
(company,question,tesla) [inferred]
(answer,company) [inferred]
(company,question) [inferred]

WIP - Back to HLA

"If somebody doesn't believe that Tesla is going to solve autonomy, I think they should not be an investor in the company. And we are.". ...
High Level Abstractions:

(tesla,company,investor)

WIP - Back to HLA

Musk elaborated later on the call: "We should be thought of as an AI robotics company. If you value Tesla as just an auto company - it's just the wrong framework ...
High Level Abstractions:

(tesla,company,elaborated)

WIP - Back to HLA

Musk elaborated later on the call: "We should be thought of as an AI robotics company. If you value Tesla as just an auto company - it's just the wrong framework. If you ask the wrong question, then the right answer is impossible." ...
High Level Abstractions:

(tesla,company,auto)
Inferred entity relationships (1)
(auto,company) [inferred]

WIP - Back to HLA

Guidance, too, was a drag, as executives foresee "notably lower volume.". . But the market loved Tesla reassuring the world that, actually, cheaper cars are coming ...
High Level Abstractions:

(tesla,market,volume)
(tesla,volume)
Inferred entity relationships (1)
(tesla,volume) [inferred]

WIP - Back to HLA

Guidance, too, was a drag, as executives foresee "notably lower volume.". . But the market loved Tesla reassuring the world that, actually, cheaper cars are coming. As Jefferies analysts said in a note after the report, "first impression for us is CEO Musk appeasing the market by accelerating new product launches." ...
High Level Abstractions:

(market,jefferies)
(tesla,jefferies)
(tesla,market,jefferies)
(market,cars)
(tesla,market,cars)
Inferred entity relationships (5)
(cars,market,tesla) [inferred]
(cars,market) [inferred]
(jefferies,market) [inferred]
(jefferies,market,tesla) [inferred]
(market,tesla,volume) [inferred]

WIP - Back to HLA

But the market loved Tesla reassuring the world that, actually, cheaper cars are coming. As Jefferies analysts said in a note after the report, "first impression for us is CEO Musk appeasing the market by accelerating new product launches.". ...
High Level Abstractions:

(market,appeasing)
(tesla,market,appeasing)
(market,ceo_musk)
(tesla,market,ceo_musk)
Inferred entity relationships (5)
(appeasing,market,tesla) [inferred]
(appeasing,market) [inferred]
(ceo_musk,market) [inferred]
(ceo_musk,market,tesla) [inferred]
(market,tesla,volume) [inferred]

WIP - Back to HLA

New models are on the way, Musk said. And beyond that, Tesla will prosper as a pioneer in autonomous ridesharing. ...
High Level Abstractions:

(tesla,stock,ridesharing)
Inferred entity relationships (1)
(stock,tesla,trading) [inferred]

WIP - Back to HLA

But the stock told a different story: excitement. New models are on the way, Musk said. And beyond that, Tesla will prosper as a pioneer in autonomous ridesharing. ...
High Level Abstractions:

(tesla,stock,pioneer)
Inferred entity relationships (1)
(stock,tesla,trading) [inferred]

WIP - Back to HLA

Shares jumped following the earnings release, and the momentum carried over into morning trading Wednesday as the stock surged as much as 14%.. . As Tesla car sales faltered, Musk delivered an optimistic pivot: Tesla isn't a car company. ...
High Level Abstractions:

(company,stock)
(company,trading)
(company,momentum)

WIP - Back to HLA

"If somebody doesn't believe that Tesla is going to solve autonomy, I think they should not be an investor in the company. And we are.". . Even as Tesla's quarter jolted the stock, market observers expressed some skepticism over the company's ambitious plans. ...
High Level Abstractions:

(company,stock)

WIP - Back to HLA

. Sales fell 9% from a year ago in the most recent quarter, the first drop in four years. Operating profit tumbled more than 50% from the same period last year. ...
High Level Abstractions:

(company,profit)

WIP - Back to HLA

As Tesla car sales faltered, Musk delivered an optimistic pivot: Tesla isn't a car company.. . Sales fell 9% from a year ago in the most recent quarter, the first drop in four years. Operating profit tumbled more than 50% from the same period last year. ...
High Level Abstractions:

(company,operating)

WIP - Back to HLA

If you value Tesla as just an auto company - it's just the wrong framework. If you ask the wrong question, then the right answer is impossible." ...
High Level Abstractions:

(company,auto)
Inferred entity relationships (1)
(auto,company,tesla) [inferred]

WIP - Back to HLA

Operating profit tumbled more than 50% from the same period last year. Guidance, too, was a drag, as executives foresee "notably lower volume.". . But the market loved Tesla reassuring the world that, actually, cheaper cars are coming ...
High Level Abstractions:

(market,volume)
(market,guidance)

WIP - Back to HLA

Operating profit tumbled more than 50% from the same period last year. Guidance, too, was a drag, as executives foresee "notably lower volume." ...
High Level Abstractions:

(market,profit)

WIP - Back to HLA

"We don't doubt that FSD is making progress, but TSLA has talked up autonomy before, and we are skeptical that TSLA will have a 'cyber-cab'or ride-hailing service this decade," analysts at UBS wrote after earnings.. . Musk sees the day Tesla switches on unsupervised full self-driving as possibly "the biggest asset value appreciation in history." That day might be farther than Musk hopes, and it may never arrive ...
High Level Abstractions:

(earnings,unsupervised)
(earnings,ubs)
(earnings,service)
(earnings,analysts,unsupervised)
(earnings,self-driving)
(earnings,ride-hailing)
(earnings,analysts,ubs)
(earnings,analysts,service)
(earnings,analysts,ride-hailing)
(earnings,analysts,self-driving)
Inferred entity relationships (17)
(earnings,ride-hailing) [inferred]
(analysts,earnings,launches) [inferred]
(earnings,service,tesla) [inferred]
(analysts,earnings,unsupervised) [inferred]
(analysts,earnings,market) [inferred]
(analysts,earnings,jefferies) [inferred]
(analysts,earnings,service) [inferred]
(earnings,service) [inferred]
(analysts,earnings,ride-hailing) [inferred]
(earnings,unsupervised) [inferred]
(analysts,earnings,fsd) [inferred]
(earnings,ubs) [inferred]
(earnings,ride-hailing,tesla) [inferred]
(analysts,earnings,ubs) [inferred]
(analysts,earnings,self-driving) [inferred]
(earnings,self-driving) [inferred]
(analysts,earnings,tesla) [inferred]

WIP - Back to HLA

Musk is enthusiastically trying to convince shareholders that Tesla can leapfrog dedicated autonomous car companies like Alphabet's (GOOG, GOOGL) Waymo and swiftly "solve autonomy," even as the market flashes strong signals that investors want Tesla to deliver cheaper EVs.. . As Citi analysts wrote in a note after earnings, "We like Tesla's product pivot that appears to prioritize speed and launch/redesign on existing capacity." ...
High Level Abstractions:

(earnings,analysts,market)
Inferred entity relationships (9)
(analysts,earnings,jefferies) [inferred]
(analysts,earnings,ubs) [inferred]
(analysts,earnings,launches) [inferred]
(analysts,earnings,service) [inferred]
(analysts,earnings,self-driving) [inferred]
(analysts,earnings,unsupervised) [inferred]
(analysts,earnings,ride-hailing) [inferred]
(analysts,earnings,tesla) [inferred]
(analysts,earnings,fsd) [inferred]

WIP - Back to HLA

As Jefferies analysts said in a note after the report, "first impression for us is CEO Musk appeasing the market by accelerating new product launches." ...
High Level Abstractions:

(earnings,analysts,jefferies)
Inferred entity relationships (9)
(analysts,earnings,ubs) [inferred]
(analysts,earnings,launches) [inferred]
(analysts,earnings,service) [inferred]
(analysts,earnings,self-driving) [inferred]
(analysts,earnings,unsupervised) [inferred]
(analysts,earnings,market) [inferred]
(analysts,earnings,ride-hailing) [inferred]
(analysts,earnings,tesla) [inferred]
(analysts,earnings,fsd) [inferred]

Semantics Relevance

Elon Musk insists Tesla isn't a car company as sales falter