Tesla

Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to discuss the company’s latest quarter, 2021 delivery expectations, along with the timing and safety of full FSD.

March deliveries, earnings, gross margin and outlook all represent a step forward for Tesla. The big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but in the end will be more transformative…

This is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…

Tesla’s March deliveries are representative of a true growth story. The company appears to be entering into the slope of its growth S-curve. We believe the reason this is happening is a combination of consumer willingness to purchase EVs, along…

Gene predicts Tesla will miss March quarter delivery estimates and concludes don’t read too much into it. That’s because the near-term headwinds will eventually turn into long-term tailwinds.

Three recent crashes involving Tesla vehicles has put its Autopilot technology under scrutiny. This topic is outside of the recent wider (still limited) release of Full Self-Driving (FSD) beta. Back to the Autopilot safety topic. While investigations are still ongoing, it…

Gene and Andrew discuss the new entrants in the US EV market, along with Tesla’s hidden charging advantage.

As part of its proposed green energy plan, the Biden Administration hopes to add 500,000 new public EV charging ports over the next four years, essentially 5x the current number. This potential infrastructure investment from the US government is considered…

As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…

From 2017 to 2020, Tesla’s global fleet of vehicles has grown by 390%, from 280k vehicles to about 1.4m. Over the same period, the company’s stock of Service Centers has grown about 90%. This mismatch has at times led to…

Gene and Andrew talk Tesla quarterly earnings recap, product launches, and what this means for investors in the near-term and long-term.

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. This reality will undoubtedly create near-term volatility in shares of Tesla.…