Companies

Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to recap Tesla AI day, along with the surprise announcement, Tesla Bot.

Automotive is one of the most aggressive industries when it comes to advertising. Tesla is unique among automakers in that it spends virtually nothing on advertising yet has outpaced the broader auto industry growth rate by 50% in both 2020 and 2019.…

Tesla’s Autopilot is subject to a formal safety probe from the National Highway Transportation Safety Administration due to 11 accidents that have occurred between Teslas with Autopilot engaged and emergency safety vehicles parked on the side of the road. The…

Gene and David recap the earnings season for real estate tech and conclude that despite strong results, investors are waiting to see how these companies perform in a slower housing market before giving them credit. In the end, we believe…

Talk of Big Tech regulation has been a consistent theme over the past three years, and we heard more of it this week. A group of US senators introduced legislation (Open App Markets Act) that would require broad changes to…

June quarter earnings for big tech shared a common theme, debating the giants’ sustainable revenue growth rates. Facebook and Amazon shared the most on the topic of modeling growth rates exiting the pandemic, both pointing to the back half of…

Tesla will host its AI Day on August 19. We view the event more like the second edition of Autonomy Day, given autonomy is the principal application of AI within Tesla. A key question for investors will be what the…

Gene and Doug discuss paths forward for Apple’s health initiatives and conclude the first step is to solve for data integrity and data privacy.

Doug, Gene, and Andrew process an eventful earnings week and conclude that we’re still going to be dependent on Big Tech.

We’ve watched Apple report more than 70 quarters, and it hasn’t gotten old yet. The quarterly tradition is an opportunity for investors to check in on Apple’s progress toward maximizing what we call digital leverage: the simultaneous increase in value…

The big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but will be more transformative in the end than most appreciate. We maintain the view that this reality will likely create near-term…

Apple will report June quarter results on Tuesday, July 27th. We expect fractional upside to June consensus revenue growth estimates of 23% y/y and EPS of $1.01. The numbers will continue to have noise given that comps are the most…