Tesla

Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…

Reuters recently reported that Apple aims to produce a passenger car by 2024, grounded in proprietary battery technology. While the timing of an Apple car or a software licensing approach for traditional automakers is hard to predict, we continue to believe it’s…

It’s hard to imagine manufacturing cars will someday have the same margins as a hardware-software tech company today. It’s equally hard to imagine how much cars will change in the next decade, from 97% gas-powered and human-directed today, to eventually…

Gene talks with Jason Sellers, who holds a master’s in insurance, regarding the viability of Tesla’s insurance offering.

When asked in a recent interview with Germany-based Axel Springer Media about a possible merger with a traditional car company, Elon Musk said, “I suppose if there was a friendly one, if somebody said, ‘Hey, we think it would be…

Gene and Matt Joyce (independent Tesla analyst) discuss Tesla’s upcoming $140k Model S Plaid, and why it has a place in the lineup for a company wanting to sell cars to the masses. Follow Matt on Twitter @matty_mogul.

As the biggest EV growth market over the next decade, China represents the single largest opportunity for EV makers. The country wants its automakers to expand outside of the region and sell globally. To do that, China needs Tesla. That’s…

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Gene and Matt Joyce (independent Tesla analyst) discuss how the “Core Efficiency Index” simplifies the EV competitive landscape. Follow Matt on Twitter @matty_mogul.

Gene and Matt Joyce (independent Tesla analyst) discuss Tesla’s guidance for December, along with the long-term potential in insurance, FSD, and energy. Follow Matt on Twitter @matty_mogul.

Tesla reported its fifth consecutive profitable quarter in the most recent September quarter, driven by strong vehicle deliveries. That said, the Tesla playbook is not as obvious as building EVs. While the foundation of Tesla will be manufacturing, the company’s…

Tesla delivered 139,300 vehicles (up 43% y/y) and produced 145,036 vehicles (up 51%) in the most recent September quarter. As a reminder, the company’s 2020 delivery target is 500k vehicles, which would imply 181k deliveries in the December quarter. We…