Tesla

Tesla released Dec-17 production numbers highlighted by 1,550 Model 3 deliveries, below the Street’s published numbers calling for 5,250, but in line with investor expectations. Model S and X deliveries totaled 28,320, above Street expectations of 26,550. It appears outperformance…

Loup Ventures’ predictions of 2018: AI theme continues and artificial general intelligence takes small step forward through Google’s “Deepmind” initiative. VR gets untethered but it still takes another year to take off. Google Home continues to gain market share in smart…

Next week, likely Jan 2nd or Jan 3rd, Tesla will release delivery and production numbers for the Dec-17 quarter. We estimate Model 3 deliveries will total 2,500 vehicles, below the Street at 5,200. We’re looking for Model S and X…

As of today, our model now reflects both the Semi and Roadster. We expect combined these two segments will add about 2% to the Street’s 2020 revenue and about 10% to 2023 revenue, almost entirely from the Semi. Given Tesla’s history…

Pricing. After Tesla’s Semi and Roadster event on November 16th, we speculated that the Semi would cost $250k, which turned out to be far too high a estimate. Tesla’s Semi with a range of 300 miles will cost $150k, and…

Here are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…

While many question the feasibility of Elon Musk’s bold claims, this fall he put his money where his mouth is, embarking on an ambitious energy project in South Australia. We are betting that the project is on track, and will…

What the truck and roadster unveil mean to the story.  The Model 3 production ramp remains at the center of the Tesla story for the next two years, but the long term story took a step forward last night for…

Tesla’s production challenges outlined on yesterday’s earnings call beg the question – is Tesla falling behind in the race to be a key player in the future of transportation?

Special thanks to Austin Bohlig for his work on this note.  Tonight’s Tesla results once again add further evidence that the shift to EV, autonomy, and renewable energy will take longer than we expect. That said, we believe investors will be…

Here’s our Tesla earnings primer for tomorrow’s results. Find our TSLA model here. High Level Thoughts.  We believe the TSLA story has the most upside in large cap tech over the next 5 years. The company released Sep-17 delivery numbers on…

As you drive down the road, you make countless subconscious micro-decisions and calculations built on past experience. You know what 40 mph feels like by observing how fast the trees are passing by, how hard you can hit the brakes…