Tesla

There are three big questions that I always return to when investing in companies big or small, public or private: 1. Does this solve a time, money, or meaning problem? From a first principles standpoint, time, money, and meaning are…

Over the past five months, I’ve been unsure about how to interpret Musk’s efforts to dodge a closing of the Twitter deal. Does he really want out or just a better price? In the end, it looks like he will…

Tesla’s second annual AI Day is coming up on September 30th. While the event is primarily geared toward recruiting talent for AI, software and chip development (confirmed by Elon on Twitter), it serves a second purpose of outlining the company’s…

From Doug’s blog, The Deload: The current inflationary environment has prompted tech to rightsize headcount with over 60,000 tech employees being laid off in the past year. While sad for the employees, it’s right for the long-term viability of companies and…

While Tesla’s June delivery growth of 27% was inline with expectations, it was a step down from the company’s 68% delivery growth in Q1 2022. The slowed growth was attributed to the 22-day Shanghai shutdown but the larger impact of…

There’s an art to translating Elon’s commentary into Tesla’s projected quarterly results. This art should be complemented with some science. There are four key steps in reaching a conclusion: At the highest level, Elon has been clear that the June…

I often wonder who will be behind the next big idea. If I wrote a book on the topic, Elon Musk would have a few chapters, which is one of the reasons I stay current on what he’s thinking. Recently,…

We recently surveyed eleven car manufacturers that sell electric vehicles (EVs) in the U.S., including Tesla, Hyundai, Ford, Nissan, Chevrolet, Volvo, Rivian, Audi, Jaguar, BMW, and Porsche. We found that only three out of the eleven provide an estimated delivery…

It’s no surprise that my attention has been focused on the potential downfall of traditional auto as I’ve studied Tesla’s ascent. Why? Because the company has grown 4-5x faster than the traditional car makers. But that’s just the beginning. The…

Gene and Andrew discuss the most important tech events for the week ending on April 8th. Musk’s investment in Twitter was no surprise given his vocal stance on free speech and his mission-driven investment approach. Given that he’s now a…

Elon Musk will be making comments at tonight’s Cyber Rodeo event, starting at 7:00pm PT. We don’t expect any big announcements and see the event as a ribbon cutting party for Giga Texas. This comes two weeks after a similar…

Apple made good on its Fall 2021 promise to allow reader apps to steer. Eventually, most apps (including gaming) will allow steering in the future. This begs the question: How will steering impact app developers’ conversion and profitability? Both Tesla and…