Tesla: Crisis or Cracks in the Model? | Michael Valentin on Radio Classique

Tesla Faces Market Setback: A Strategic Perspective by Michael Valentin

As Tesla shares plunge by 6.8% following a new stock market setback, Michael Valentin, Managing Partner at OPEO and author of “Le Modèle Tesla” (Dunod), joined Radio Classique this morning to offer his analysis.

Context: A Sudden Budgetary Shift

The latest U.S. budget law includes a sharp reduction in subsidies for electric vehicle (EV) purchases. According to JP Morgan, this could slash Tesla’s profits by as much as 40%. Elon Musk swiftly responded with a political move—announcing the creation of a new party—but failed to reassure the markets.

Michael Valentin’s Take

“Regulation did not enable Tesla to emerge. What made the difference was the intrinsic performance of its model.”

Michael Valentin reframes the discussion where it truly belongs: on industrial dynamics and innovation. In his view, Tesla’s strength doesn’t stem from subsidies, but from a disruptive model that outperformed traditional automakers at a pivotal moment in the shift toward electric mobility.

“Like any startup, Tesla faced numerous challenges. What made it successful wasn’t a favorable regulatory framework, but its ability to disrupt an established market and deliver superior performance.”

A Strategic and Industrial Lens

This commentary reflects OPEO’s core approach: detecting weak signals, decoding innovative industrial models, and translating those insights into strategic value for our clients. Tesla stands as a textbook example: sustainable competitiveness stems not from temporary incentives, but from the ability to build systemic operational advantage.

🎙️ Listen to Michael Valentin’s full interview on Radio Classique.