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I give my Q1 2023 model for Tesla and argue that the company is not overvalued. I attempt to quantify the immense potential of autonomous... [Read More]
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According to my model, Tesla will generate $645 million in net profit in Q1 2020. Based on these earnings, Tesla will be worth $41 billion... [Read More]
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At a production rate of 10,000 Model 3s per week, Tesla can become financially self-sustaining with no need for further external funding, and no decrease... [Read More]
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There is a widespread belief that executive turnover at Tesla is unusually high. This belief seems to result from a misleading inductive bias, rather than... [Read More]
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SpaceX provides Elon Musk with a source of emergency funding for Tesla. This emergency funding is unlikely to be required, given various other, more conventiona... [Read More]
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Detroit veteran Sandy Munro says Ford and GM need help because Tesla is going to kick their ass with the electronics in the Model 3.... [Read More]
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Reliance on expensive lidar is delaying Tesla's competitors from shipping production cars with full self-driving hardware. If Tesla can do self-driving without... [Read More]
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In ten months, Tesla will report Q4 2018 earnings. That could be the decisive moment for the Model 3 debate. Bloomberg's model suggests that critics... [Read More]
In ten months, Tesla will report Q4 2018 earnings. That could be the decisive moment for the Model 3 debate. Bloomberg's model suggests that critics... [Read More]
Model 3 production has achieved a burst rate of 2,000 cars/week. Tesla will try to sustain that rate going forward. Tesla says it won't need... [Read More]
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]
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]
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]
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]
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]
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]
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]
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]
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]
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