Tesla

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…

The Tesla story may feel like a waiting game. Tonight, Tesla reported Q3 deliveries and production results for the Sept-17 quarter which fell short of expectations due to a 4.8k order push out for the Model X and S into…

Tesla’s announcement of an electric semi-truck is a big deal – not only does it have the potential to disrupt one the nation’s largest industries, but it marks another leap forward in making Tesla’s grand vision a reality. That said,…

Tesla is not (just) an automaker. Nor is it (just) a battery, solar, or software company. Tesla is an agent of change. Its mission is to accelerate the transition to sustainable energy – and its story is about engineering a…

Special thanks to Austin Bohlig for his work on this note.  Last week we introduced our 2040 Automotive forecasts, available here, detailing our projections for electric vehicles, autonomous vehicles and fleet services. We believe the global automotive industry is quickly approaching…

The global automotive industry is quickly approaching a transformation that should fully take shape by 2040. While 20 years doesn’t seem very far away, keep in mind that technology is advancing at an accelerating pace — the next 20 years…

The ambitious and multifaceted endeavor that is fully autonomous driving seems simply too large a task for one company to undertake. In the race for autonomy, automakers, software experts, hardware manufacturers, and ridesharing companies are turning to each other in…

Elon Musk continues to warn us of the potential dangers of AI, from debating the topic with Mark Zuckerberg to saying it’s more dangerous than North Korea. He’s called for regulating AI, just as we regulate other industries that can be dangerous to humans.…