Musk tells Tesla analyst Dan Ives to "shut up" but he's not backing down: "This is the time for a plan"

Tesla analyst Dan Ives stands firm on his call for the Tesla board to take action against CEO Elon Musk's political drama, despite Musk telling him to "shut up." Ives wants the board to establish voting control for Musk and set boundaries for his political involvement to ensure he focuses on Tesla's autonomous and robotics future. Musk responded with a typical response, but Ives is not backing down, believing Tesla's board must lay out a plan for shareholders and that a potential merger with xAI could be a "game-changer" for the company.

Title: Tesla Analyst Dan Ives Urges Board to Rein in Elon Musk's Political Ambitions

Tesla analyst Dan Ives has reiterated his call for the Tesla board to take decisive action against CEO Elon Musk's political activities, despite Musk's recent response. Ives, a prominent analyst known for his bullish stance on Tesla, has outlined a three-pronged plan for the board to manage Musk's political ambitions and ensure he remains focused on Tesla's future in autonomous vehicles and robotics.

Ives, in a recent investor note, suggested that the board should approve a new compensation package that would increase Musk's voting rights to 25%, while simultaneously setting clear guidelines on his time commitment to the company. This move aims to address concerns from investors who have grown tired of Musk's political involvement, including his spat with President Donald Trump and his plans to launch a new political party, the "America Party."

The analyst also recommended the creation of a special board oversight committee to monitor Musk's political activities and ensure they do not interfere with his role as CEO. This committee would have the authority to establish ground rules for Musk's political involvement, which could potentially violate his pay package.

Musk, however, has responded to Ives' recommendations by telling him to "shut up," indicating his frustration with the analyst's advice. Despite this, Ives remains steadfast in his belief that the Tesla board must act now to ensure the company's future success. He believes that a potential merger with xAI could be a "game-changer" for Tesla, but this will only be possible if Musk is able to focus on the company's core business.

The Tesla stock has rebounded slightly following the initial fallout from Musk's political activities, but it remains down more than 10% since the CEO began his public feud with Trump. The stock tumbled 6% on Monday as investors reacted to Musk's launch of the new political party, leading to a $12 billion drop in Musk's net worth.

In conclusion, Dan Ives' recommendations highlight the growing concern among investors and analysts about Musk's political activities and their potential impact on Tesla's future. The board will need to act decisively to ensure Musk remains focused on the company's core business and to address the concerns of shareholders.

References:
[1] https://www.forbes.com/sites/dereksaul/2025/07/08/how-teslas-board-should-rein-in-elon-musk-according-to-prominent-analyst/
[2] https://aimagazine.com/news/extended-impact-report-how-sustainable-is-teslas-business
[3] https://www.benzinga.com/news/politics/25/07/46300946/musk-vs-trump-soap-opera-must-end-tesla-analyst-shares-3-key-steps
[4] https://www.investing.com/news/stock-market-news/wall-street-analyst-warns-this-is-a-tipping-point-in-the-tesla-story-4126145