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Tesla has specific and credible plans to resolve the primary Model 3 production bottleneck in March. The company has an unexpectedly large cash balance, enough... [Read More]
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Tesla's gross profit has been growing at a 91.8% CAGR over the last 5 years. That's faster than Facebook and Amazon combined. Tesla's operating expenses... [Read More]
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Self-driving cars could be a multi-trillion dollar market. GM plans to launch an autonomous ride-hailing service in select cities next year. The company is purs... [Read More]
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The Tesla Model 3's sticker price of $35,000 makes it seem more expensive than it is. Its total cost of ownership is within 13%-14% of... [Read More]
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Unexpected failures of Waymo's self-driving cars have been flat from Q2 2015 to Q4 2016. A plausible theory, posited by analyst Tasha Keeney, is that... [Read More]
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Model 3 production is ramping, but some critics say that isn't enough to make the Model 3 a success. Some argue the Model 3's gross... [Read More]
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The Model 3 production ramp is making progress. Tesla says it's choosing a slower ramp in order to prioritize cost efficiency and reliability, which is... [Read More]
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Critics argue that Elon Musk should be replaced with a better CEO. But who has a better track record than Elon Musk? Elon Musk is... [Read More]
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A sequence of evanescent competitive advantages, one after the other, is as good as one competitive advantage that lasts for the same duration as the... [Read More]
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]
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]
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]
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]
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]
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]
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]
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]
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