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Tesla
Gene Munster
Loup TV 104: Tesla Bot Steals AI Day
Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to recap Tesla AI day, along with the surprise announcement, Tesla Bot.
0-Minute Read
Deepwater TV
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Tesla
Gene Munster
Tesla Advertising Advantage Is Durable
Automotive is one of the most aggressive industries when it comes to advertising. Tesla is unique among automakers in that it spends virtually nothing on advertising yet has outpaced the broader auto industry growth rate by 50% in both 2020 and 2019.…
3-Minute Read
Tesla
Gene Munster
Tesla Autopilot Safety Probe Highlights a Painful Truth
Tesla’s Autopilot is subject to a formal safety probe from the National Highway Transportation Safety Administration due to 11 accidents that have occurred between Teslas with Autopilot engaged and emergency safety vehicles parked on the side of the road. The…
2-Minute Read
Tesla
Gene Munster
Big Tech Growth Answers Buried in 2019
June quarter earnings for big tech shared a common theme, debating the giants’ sustainable revenue growth rates. Facebook and Amazon shared the most on the topic of modeling growth rates exiting the pandemic, both pointing to the back half of…
4-Minute Read
Amazon
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Apple
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Google
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Meta
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Microsoft
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Netflix
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Tesla
Gene Munster
Tesla ‘AI Day’ to Give Glimpse into Autonomy, Other Applications
Tesla will host its AI Day on August 19. We view the event more like the second edition of Autonomy Day, given autonomy is the principal application of AI within Tesla. A key question for investors will be what the…
3-Minute Read
Tesla
Gene Munster
Tesla Margins Hint at Tech Profitability
The big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but will be more transformative in the end than most appreciate. We maintain the view that this reality will likely create near-term…
3-Minute Read
Tesla
Gene Munster
FSD Will Have Powerful Impact on Tesla Profits
While the timing of Tesla reaching full autonomy is still an unknown, with Elon Musk less vocal on the topic over the past six months, the company is moving forward with the initiative. Tesla made it official, launching the subscription…
3-Minute Read
Tesla
Gene Munster
Autonomy Progress is Proving to be Slow
Patience is a virtue. We recently gathered data from the nine companies leading the race to build fully autonomous systems for passenger cars. Almost all companies are finding that delivering full self-driving is slow going, more challenging than believed six…
3-Minute Read
Autonomous Vehicles
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Google
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Tesla
Gene Munster
New Car Inventory is Going to Remain Tight
It’s no surprise that chip and component shortages have extended new car delivery lead times. On top of that, the uptick in consumer spending has compounded delays. A view of when the automotive industry will reach supply demand equilibrium should…
1-Minute Read
Tesla
Gene Munster
Tesla Delivery Growth Acceleration Continues
Tesla’s June deliveries are further evidence of a true growth story. Excluding the impact of the easy comps, the company appears to be in the slope of its growth S-curve. We believe the reason this is happening is a combination…
2-Minute Read
Tesla
Gene Munster
Loup TV 097: Rob Maurer Previews Tesla Deliveries
Gene is joined by Rob Maurer of Tesla Daily to outline expectations for Tesla’s June quarter deliveries, as well as making a stop in the toy department. Follow Rob on Twitter @TeslaPodcast and Tesla Daily.
0-Minute Read
Deepwater TV
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Tesla
Gene Munster
Loup TV 090: Rob Maurer on a $10k Tesla Tax Credit
Gene is joined by Rob Maurer of Tesla Daily to outline the potential for a $10k Tesla tax credit. Follow Rob on Twitter @TeslaPodcast and the Tesla Daily.
0-Minute Read
Deepwater TV
,
Tesla
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