How Leasing Impacts Tesla's Financials

The Trefis Team at Forbes has a great piece on Tesla’s fast-growing leasing business: While the higher mix of leases is impacting Tesla’s Revenue Growth, it is accretive to the company’s Gross Margins. Below, we take a look at how Tesla’s Leasing business is faring and how it impacts the company’s financials. Forbes Oh, I’ve […]

Inside the Disaster that is Uber

Amir Efrati at The Information has a beautiful new feature for us. Here’s the hook: Uber CEO Khosrowshahi faces a reckoning. Despite cost-cutting, Uber’s losses are far higher than projected and it is losing ground in each of its key businesses. Investors and employees question whether he is up to the job of turning Uber […]

Will Model Y Cannibalize Model 3? I hope so!

With more and more sightings of the Model Y in the wild, it’s looking increasingly likely that the first deliveries of Tesla’s latest vehicle will take place ahead of an already accelerated schedule. What will Wall Street analysts (previously concerned that there was “no demand” for what turned out to be the best selling EV […]