Tesla

The shift to EVs and autonomy will take longer than most think but will be more transformative in the end than most appreciate. The “take longer than most think” dynamic has played out in the US over the past several…

Gene and Andrew talk about the recent moves higher in TSLA, along with their outlook. Two takeaways: first, Apple adds near-term risk to TSLA stock, which means trading shares for the next year is dangerous. Long-term, they remain optimistic that…

Gene is joined by Rob Maurer of Tesla Daily who sets Gene straight that Tesla can make a lot of cars in 2021. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene’s joined by Rob Maurer of Tesla Daily to talk about the rollout of the Tesla robotaxi fleet. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Gene’s joined by Matt Joyce (independent Tesla analyst) to hear more on his prediction that Tesla delivery growth will accelerate in 2021 to 70%, ahead of the Street’s 57% estimate. Follow Matt on Twitter @matty_mogul.

Gene’s joined by Rob Maurer of Tesla Daily to talk why Full Self-Driving may emerge as a central Tesla investor topic this year. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily. 

Tesla delivered 180,570 vehicles (up 61% y/y) and produced 179,757 vehicles (up 71%) in the most recent December quarter. These numbers were ahead of analyst consensus at 173k deliveries and in line with recently raised investor expectations. The company fell…

Gene is joined by mobility expert, Horace Dediu, to discuss Tesla’s future, along with his cautionary comparison to BlackBerry.

Over the last few years, we’ve made a dangerous habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2021: 1. Apple will be the top-performing FAANG stock in 2021. This is the third consecutive…

Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…

Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…

It’s hard to imagine manufacturing cars will someday have the same margins as a hardware-software tech company today. It’s equally hard to imagine how much cars will change in the next decade, from 97% gas-powered and human-directed today, to eventually…