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Tesla

shari redstone
William D. Cohan • June 9, 2024

Shari’s Final Cherry & Elon’s $56B D-Day

Advice for David Ellison and Gerry Cardinale as they contemplate a last-minute wrinkle in their Paramount deal. Plus, notes on Elon’s comp and the GameStop roller coaster.
Eriq Gardner • February 5, 2024
Elon’s Legal Options & Byron’s Edge
elon musk
Notes from the legal bar, in Wilmington and Washington, on Musk’s latest board entanglement and Byron Allen’s political play for Paramount.
William D. Cohan • January 28, 2024
The Jamie Switcheroo & Ellison’s Wishful Thinking
JPMorgan Chase is no closer to solving its succession problem after this game of musical chairs than it was before, especially since Jamie has zero reason to turn down a $50 million thank-you card in 2026.
News and notes on the most topical items among the Sebonack crowd: Jamie’s executive shuffle, M&A activity at Paramount, and Elon’s stock rant.
Elon Musk’s over-the-top salesmanship may finally come back to haunt him.
Eriq Gardner • June 26, 2023
The Elon Hubris Deposition Test
Would an ordinary person have been misled by Musk’s hyperventilating into believing that the company’s “self-driving” cars could actually, you know, drive themselves?
Alex Spiro, a superstar Quinn Emanuel partner, is representing Tesla.
Eriq Gardner • February 20, 2023
Elon’s Next Big Case
Tesla’s racial harassment imbroglio will call into question the carmaker’s culture and public animosity against its C.E.O. It will also highlight the bravery and temerity of a former elevator operator.
Elliott Management has announced a multi-billion dollar position in Salesforce. Should co-C.E.O. Marc Benioff be worried?
William D. Cohan • January 29, 2023
Elliott or High Water
News and notes about the inside chatter on Wall Street: Can Marc Benioff defang Elliott’s Jesse Cohn? Could Larry Summers be wooed back to Washington? And Elon fundraising fantasies...
David Zaslav
William D. Cohan • January 8, 2023
Zaz vs. Goliath
News and notes on what's really going down on Wall Street: the new M&A environment, Twitter, David Zaslav’s debt journey, the bulls, the bears, and the pigs.
A.G. Sulzberger
William D. Cohan • August 14, 2022
Barbarians at the Times
More notes on ValueAct’s Sulzberger love tap, plus Rivian’s latest correction, and Elon’s Twitter liquidity headfake.
Elon Musk
Theodore Schleifer • May 3, 2022
Elon’s Eccentric Empire
With ingenuity and insane leverage, Elon Musk has created one of the world’s most unconventional financial concerns. Maybe the Twitter deal, against that backdrop, actually makes perfect sense.
Elon Musk
William D. Cohan • April 20, 2022
How Elon Can Get That $40B
Will the world’s richest man risk his stake in Tesla, precarious as it is, to acquire Twitter? The smart money on Wall Street has already conceived a more elegant solution.