Tesla

Automotive is one of the most aggressive industries when it comes to advertising. Tesla is unique among automakers in that it spends virtually nothing on advertising yet has outpaced the broader auto industry growth rate by 50% in both 2020 and 2019.…

Tesla’s Autopilot is subject to a formal safety probe from the National Highway Transportation Safety Administration due to 11 accidents that have occurred between Teslas with Autopilot engaged and emergency safety vehicles parked on the side of the road. The…

June quarter earnings for big tech shared a common theme, debating the giants’ sustainable revenue growth rates. Facebook and Amazon shared the most on the topic of modeling growth rates exiting the pandemic, both pointing to the back half of…

Tesla will host its AI Day on August 19. We view the event more like the second edition of Autonomy Day, given autonomy is the principal application of AI within Tesla. A key question for investors will be what the…

The big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but will be more transformative in the end than most appreciate. We maintain the view that this reality will likely create near-term…

While the timing of Tesla reaching full autonomy is still an unknown, with Elon Musk less vocal on the topic over the past six months, the company is moving forward with the initiative. Tesla made it official, launching the subscription…

Patience is a virtue. We recently gathered data from the nine companies leading the race to build fully autonomous systems for passenger cars. Almost all companies are finding that delivering full self-driving is slow going, more challenging than believed six…

It’s no surprise that chip and component shortages have extended new car delivery lead times. On top of that, the uptick in consumer spending has compounded delays. A view of when the automotive industry will reach supply demand equilibrium should…

Tesla’s June deliveries are further evidence of a true growth story. Excluding the impact of the easy comps, the company appears to be in the slope of its growth S-curve. We believe the reason this is happening is a combination…

Gene is joined by Rob Maurer of Tesla Daily to outline expectations for Tesla’s June quarter deliveries, as well as making a stop in the toy department. Follow Rob on Twitter @TeslaPodcast and Tesla Daily. 

Gene is joined by Rob Maurer of Tesla Daily to outline the potential for a $10k Tesla tax credit. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to compare Cybertruck to the much anticipated F-150 Lightning. Worth noting that the gas powered F-150 is the top selling car/truck in the US.