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Tesla
Loup Ventures
Loup Ventures’ 2020 Tech Predictions
1. Apple Will Be the Best Performing FAANG Stock in 2020 (by Gene Munster). There are five reasons why we believe Apple will be the top-performing FAANG stock in 2020. Easy iPhone comparables Continued growth in Apple Watch Five new…
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Amazon
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Apple
,
Augmented Reality
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Lyft
,
Netflix
,
Tesla
,
Uber
,
Virtual Reality
,
Wearables
Loup Ventures
2019 Loup Ventures Holiday Gift Guide
Ember Mug | $99 | Keep your coffee warm – solve a 500-year-old problem. Byta Bottle | $31 | Our favorite water bottle; and a small way to combat the problem with recycling. Nike Epic React Flyknit 2 | $99 | Loup…
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Apple
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Gaming
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iRobot
,
Meta
,
Microsoft
,
Retail
,
Robotics
,
Tesla
,
Virtual Reality
Gene Munster
Cybertruck Misses Core Truck Buyer, But Still An Incremental Positive
Cybertruck is two years away but will eventually be additive to overall Tesla unit sales, given it appeals to two sub-segments of the pickup and SUV markets. That said, the product misses the core truck buyer. Our takeaways: The Cybertruck’s…
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Tesla
Gene Munster, Will Thompson
Tesla’s Profitability Strengthens Case for Sustainability
Tesla reported third-quarter earnings with a positive surprise related to profitability, while revenue was essentially in line with expectations. Shares are trading up nearly 20% in the aftermarket as investors re-evaluate Tesla’s long-term risk factor related to the company running…
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Tesla
Gene Munster, Zheng Li, Will Thompson
Tesla’s Incremental Approach Paves the Long Road to Autonomy
In September, Tesla released its latest software update Version 10.0. The most notable new feature, Smart Summon, allows Tesla owners who have purchased Full Self-Driving (FSD) or Enhanced Autopilot to request their vehicles to self-navigate a driveway or parking lot…
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Autonomous Vehicles
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Tesla
Gene Munster, Will Thompson
Tesla Deliveries: Organic Demand Is Intact
Tesla announced Q3 production and delivery numbers, reporting an all-time record of 97,000 vehicles delivered. The company delivered 79,600 Model 3s (production of 79,837) and 17,400 S&X vehicles (production of 16,318). Tesla shares, however, are down 4% on this news,…
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Tesla
Gene Munster, Will Thompson
EV Demand Survey Shows Long Road to Convincing Consumers
We recently surveyed 500 US consumers about their intent to purchase and perception of electric vehicles. The results, on the whole, show a lower-than-expected excitement level about EVs and the persistence of common misconceptions about owning EVs. 78% of consumers…
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Autonomous Vehicles
,
Tesla
Gene Munster
New EV Entrants Unlikely to Threaten Model 3
Over the past year, there has been increasing anticipation for the release of new EV models from the likes of Audi, Jaguar, Fiat, Hyundai, and Honda. This stoked concerns that Tesla’s year to date 75% US EV market share will…
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Tesla
Gene Munster
Tesla Model 3 Cost of Ownership Slightly Cheaper Than a Camry
We’ve updated our 5-year cost of ownership study comparing a Tesla Model 3 to a Toyota Camry. The comparison gives us a look at how the Model 3 cost compares to a mass-market sedan. The original study from 2017 can…
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Tesla
Gene Munster, Will Thompson
Tesla’s June Quarter a Mixed Bag
Earlier this month, Tesla released production and delivery numbers well ahead of expectations and reiterated its target for 360k-400k deliveries in 2019, ahead of analysts expecting 345k. That good news was tempered with today’s Q2 results, which revealed a greater…
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Tesla
Gene Munster
Range Anxiety Is All Perception, but Still a Major Hurdle
The adoption of electric vehicles might seem to have major hurdles in front of it, but in reality, it is being stifled by a false premise. Range anxiety, the idea that electric vehicles don’t have enough charging points to adequately…
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Tesla
Loup Ventures
Mid-Year Update on Our 2019 Predictions
Apple will be the best performing FAANG stock in 2019 As of the close on July 2nd, Apple is up 29%, Google 6%, Facebook 43%, Amazon 26%, and Netflix 41%. Apple sits in the middle of the pack, but we…
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Amazon
,
Apple
,
Google
,
Lyft
,
Meta
,
Netflix
,
Tech Addiction
,
Tesla
,
Uber
,
Virtual Reality
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