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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.
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Deepwater TV
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Tesla
Gene Munster
Loup TV 088: Cybertruck vs. F-150 Lightning
Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to compare Cybertruck to the much anticipated F-150 Lightning. Worth noting that the gas powered F-150 is the top selling car/truck in the US.
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Deepwater TV
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Tesla
Gene Munster
Loup TV 082: Tesla Deliveries and Safety Deep Dive
Gene is joined by independent Tesla analyst, Matt Joyce (Twitter @matty_mogul), to discuss the company’s latest quarter, 2021 delivery expectations, along with the timing and safety of full FSD.
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Deepwater TV
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Tesla
Gene Munster
Tesla Marches On
March deliveries, earnings, gross margin and outlook all represent a step forward for Tesla. The big picture is the shift to EVs, autonomy, and renewable energy will take longer than most think but in the end will be more transformative…
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Tesla
Gene Munster, Andrew Murphy
Rethinking Ecommerce as Commerce at Home
This is the first in a multi-part series rethinking ecommerce. The series is based on the following three premises: Ecommerce is just commerce at home. Ecommerce is all grown up. It’s time to break away from the early-internet paradigm where…
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Airbnb
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Amazon
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Apple
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Enjoy
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Retail
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Tesla
Gene Munster
Tesla Defines Growth Story
Tesla’s March deliveries are representative of a true growth story. The company appears to be entering into the slope of its growth S-curve. We believe the reason this is happening is a combination of consumer willingness to purchase EVs, along…
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Tesla
Gene Munster
Loup TV 075: Tesla Deliveries Preview
Gene predicts Tesla will miss March quarter delivery estimates and concludes don’t read too much into it. That’s because the near-term headwinds will eventually turn into long-term tailwinds.
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Deepwater TV
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Tesla
Gene Munster
Teslas Are Safer
Three recent crashes involving Tesla vehicles has put its Autopilot technology under scrutiny. This topic is outside of the recent wider (still limited) release of Full Self-Driving (FSD) beta. Back to the Autopilot safety topic. While investigations are still ongoing, it…
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Tesla
Gene Munster, Andrew Murphy
Loup TV 070: Tesla’s “Competition” Still Missing the Mark
Gene and Andrew discuss the new entrants in the US EV market, along with Tesla’s hidden charging advantage.
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Deepwater TV
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Tesla
Gene Munster
Tesla’s Charging Network Advantage
As part of its proposed green energy plan, the Biden Administration hopes to add 500,000 new public EV charging ports over the next four years, essentially 5x the current number. This potential infrastructure investment from the US government is considered…
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Tesla
Gene Munster
Sizing Up the Global Transportation Market
As investors, we review thousands of company decks every year. Often times, we underweight the total addressable market (TAM) slide, given every company seems to advertise a massive TAM. We’ve lost some faith in said company’s ability to reasonably estimate…
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Apple
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Autonomous Vehicles
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Ridesharing
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Tesla
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Uber
Gene Munster
Can Tesla Service Keep Up with Deliveries?
From 2017 to 2020, Tesla’s global fleet of vehicles has grown by 390%, from 280k vehicles to about 1.4m. Over the same period, the company’s stock of Service Centers has grown about 90%. This mismatch has at times led to…
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Tesla
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