Over the past 18 months, Tesla has missed its sales goals, seen its share price fall and waded through a series of dramatic decisions from Chief Executive Officer Elon Musk, who cut car prices, fired much of the Supercharger team and announced nebulous plans to release a robotaxi. All of that looks like a pivot away from the original mission of making mass-market electric cars, but does Tesla going off course really matter to the EV transition? On this week’s Zero, Bloomberg Opinion columnist Liam Denning digs into Tesla’s strategy and what its evolution means for global adoption of electric cars.

Explore further:

• Past episode with Carnegie Mellon University professor Venkat Viswanathan on the futuristic promises of flying cars and emission-free aviation
• Past episode with Bloomberg NEF’s Colin McKerracher on why China has been successful in the EV transition where others haven’t been
• Past bonus episode with Bloomberg NEF’s Colin McKerracher on electrifying vans, trucks, and buses.

Zero is a production of Bloomberg Green. Our producer is Mythili Rao. Special thanks this week to Kira Bindrim, Brendan Newnam, Anna Mazarakis and Alicia Clanton. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green.

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