Choose Your News
Loading...
Thumbnail
Tesla stimulates intense debate, but the exact points of contention are rarely if ever laid out explicitly. In this article, I attempt to fairly summarize... [Read More]
Thumbnail
The Tesla Semi is here. It's cheaper and safer than diesel semis, and it has plenty of range. Essentially unlimited range, in fact. Production begins... [Read More]
The competition thesis is the view that Tesla is threatened by the release of electric cars by other automakers. The appeal of Tesla's cars can't... [Read More]
Thumbnail
New research finds that a self-driving car can use cameras to determine distances to within 10 centimeters (3.9 inches) of accuracy. 10 cm of accuracy... [Read More]
Thumbnail
Tesla is a software company. This isn't just semantics. It has important implications. Tesla is working on two major software efforts: self driving and factory... [Read More]
Thumbnail
Model 3 production is delayed by 3 months. Tesla appears to be innovating in robotics and factory innovation, a potential long-term source of durable competitiv... [Read More]
Thumbnail
Reliability has long been a thorn in Tesla's side. Now it has made huge progress with the Model S. The Model X's reliability is still... [Read More]
Thumbnail
Is there demand for 500,000 Model 3s per year? No, probably more like 1.1 million. And that's conservative. The Model Y should bump up Tesla's... [Read More]
Thumbnail
The Tesla firings story is a lesson in how to do rigorous analysis and avoid blind panic. There is a mismatch between the numbers reported... [Read More]
Tesla's CEO Elon Musk says that a self-driving car can absolutely be superhuman with just cameras. I find compelling evidence in support of this claim.... [Read More]
A recent Wall Street Journal article has left some observers alarmed about Tesla's self-driving development effort. Also feeding into this alarm is a recent har... [Read More]
Self-driving will reshape automotive transportation in a way not seen since the invention of the automobile. Automotive transportation revenue could skyrocket o... [Read More]
While I'm optimistic about Tesla, I'm also aware that the company faces existential risks. In this article, I detail what I see as the #1... [Read More]
Uber and Lyft can't survive the transition to autonomous ride-hailing without cooperation from car manufacturers. Uber and Lyft have nothing that car manufactur... [Read More]
Three crucial elements constitute the self-driving future: electric cars, self-driving software, and autonomous ride-hailing. GM has made efforts on all three. [Read More]
Apple shouldn't make a car. Apple shouldn't make self-driving software for other companies' cars. If anything, Apple should buy a car company. [Read More]
Most of the revenue from self-driving by far will come from autonomous ride-hailing. Mobileye is in a weak position to wrest much of that revenue... [Read More]
No matter how good Waymo's self-driving technology is, it can't succeed without equipping a high volume of cars with that technology. Car manufacturers are ince... [Read More]
Over the next decade, the automotive industry will be turned on its head. Individual ownership of gasoline cars will give way to autonomous ride-hailing of... [Read More]
Contrary to earlier fears, Model S and X demand is growing even as Model 3 deliveries begin. Model 3 production is on track. Demand remains... [Read More]
Loading...
Preview