Many people who lack imagination say that Tesla doesn’t have enough sensors on their vehicles to achieve completely driverless operation in a future software update. A team of engineers at Intel owned Mobileye, however, have just demonstrated an autonomous ride with even fewer sensors than you’ll find on a Tesla. In the video linked below, […]
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 […]
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 […]
Mark Spiegel’s firm, Staph Infection Capital, has released their Q4 2019 update letter. It looks like things aren’t going so hot: For December 2019 the fund was down 11.4% net of all fees and expenses. By way of comparison, the S&P 500 was up 3.0% while the Russell 2000 was up 2.9%. For all of […]
Less than a year after breaking ground at Gigafactory Shanghai, Tesla today delivered the first vehicles produced at their new Chinese factory. Bloomberg commemorated the occasion with a story mocking Tesla’s achievement: Tesla Inc. is about to find out whether the second time is the charm for Elon Musk making bold predictions about how many cars […]
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 […]
We’ve got breaking news out of Bloomberg bright and early Friday morning: Tesla Inc. will start delivering China-built cars on Monday, a major milestone for Elon Musk’s company as it mounts a push to expand in the world’s largest electric-vehicle market. The first 15 units of Model 3 sedans assembled at Tesla’s new multi-billion-dollar Shanghai plant […]
Ah, the Supercharger network: the single biggest reason why a Tesla is the only EV that can truly replace a gas car. While fossil fuel gas stations are ubiquitous and easy to use, the situation with most public electric charging stations is a nightmare: Charging your EV on the go doesn’t have to be this […]
We’ve known for some time that Tesla is working on a million mile battery. But with a newly revealed patent filing from Tesla, we’re now getting more details on how exactly Tesla will pull this off: Tesla submitted the patent for “Dioxazolones and Nitrile Sulfites as Electrolyte Additives for Lithium-Ion Batteries” in August 2018. The […]
