Tesla

Gene talks with Jason Sellers, who holds a master’s in insurance, regarding the viability of Tesla’s insurance offering.

When asked in a recent interview with Germany-based Axel Springer Media about a possible merger with a traditional car company, Elon Musk said, “I suppose if there was a friendly one, if somebody said, ‘Hey, we think it would be…

Gene and Matt Joyce (independent Tesla analyst) discuss Tesla’s upcoming $140k Model S Plaid, and why it has a place in the lineup for a company wanting to sell cars to the masses. Follow Matt on Twitter @matty_mogul.

As the biggest EV growth market over the next decade, China represents the single largest opportunity for EV makers. The country wants its automakers to expand outside of the region and sell globally. To do that, China needs Tesla. That’s…

Apple Watch SE | $279 | Everything you need in a wearable. Storage Containers | $11 | Organize all of your cables. Brrrn Board | $299 | Get a killer at-home workout. Branch Basics Starter Kit | $59 | Everything…

Gene and Matt Joyce (independent Tesla analyst) discuss how the “Core Efficiency Index” simplifies the EV competitive landscape. Follow Matt on Twitter @matty_mogul.

Gene and Matt Joyce (independent Tesla analyst) discuss Tesla’s guidance for December, along with the long-term potential in insurance, FSD, and energy. Follow Matt on Twitter @matty_mogul.

Tesla reported its fifth consecutive profitable quarter in the most recent September quarter, driven by strong vehicle deliveries. That said, the Tesla playbook is not as obvious as building EVs. While the foundation of Tesla will be manufacturing, the company’s…

Tesla delivered 139,300 vehicles (up 43% y/y) and produced 145,036 vehicles (up 51%) in the most recent September quarter. As a reminder, the company’s 2020 delivery target is 500k vehicles, which would imply 181k deliveries in the December quarter. We…

Tesla’s Battery Day is a wrap. Gene and Andrew discuss why it missed the mark for near-term investors and delivered the goods for long-term investors.

Tesla shares traded down about 7% following Battery Day. That shouldn’t be a surprise, as the stock’s vertical move over the past year sets the stage for investors to expect immediate results. What they got instead was a 3-year plan.…

We expect two key takeaways from tomorrow’s Battery Day. First, the company will frame in how to it expects to ramp vehicle production from 500k per year to 15m per year in the next decade. Second, Battery Day should show…