Tesla

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…

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…

Meta could bring NFTs to the masses via Instagram. Mark Zuckerberg mentioned during his speech at SXSW that Instagram plans to integrate NFTs in the coming months. With over 1BN MAUs, Instagram would dwarf existing players like OpenSea (1MN) and…

Tesla raises its prices by 5-10% in part due to the high price of nickel. While this past week has included two price hikes for the company, there’s a likelihood these prices will come down again. The most recent upgrades…

Takeaways: There were reports that TSLA has plans to increase its China production from 1.1M to 2M vehicles/year. As a point of comparison, VW expected to be able to produce 1M EVs in China in 2023. Bottom line is: China is…

Amazon and Visa find a way forward. The two have reached a global resolution after a months-long dispute over processing fees. In November, Amazon threatened to stop accepting VISA in the UK, Singapore and Australia due to a 2% merchant fee,…