My prediction is in red. However, this is only linear reality. Tesla’s production has been growing exponentially. So it could very well go like this: Here is where I think Tesla is going in by June 2020 in terms of production: Chart from HyperCharts.co Update Jan 8 2020 Looks like escape velocity to me. Congrats […]
Blog Posts
The CyberTruck Distraction
The CyberTruck unveil was both awesome and a bomb. I tuned in so Elon could talk me out of buying one. Despite a broken window (via massive ball bearing) and shocking design, I registered ASAP. And then the market tried to FUD it. I expected that. Honestly, if you saw Elon’s teaser teaser image, you […]
How dumb as fuck do you have to be to short TSLA right now?
They just built a brand new factory in the last 12 months. In the country that is the largest EV market on the planet. The beginning of a Model 3 ramp. A different Model 3 that qualifies for subsidies in China. And they are building on a battery factory to their car factory to reduce […]
Tesla flips $9M/qtr switch
*for potential sales* Latest in Tesla news over the weekend Tesla not-so-quietly begins to charge $9.99 for “Premium Internet”. While this does not impact myself since I received my car prior to July 1 2018 and was grandfathered into free Premium Internet for life, it will impact those who took delivery shortly after that date. […]
Cybertruck Indestructibility
I maintain the claim, we have much more in store for us with Cybertruck. That the event was more than enough at one time to begin us processing. The most important piece of the unveil was the price so that people looking for vehicles in those price ranges begin starting to consider seeing themselves getting […]
Elevating Development of Elevators
Current Elevator Problems Crowded Wait to get on Something disgusting in the corner Wait for other people to get off Some kid hits the buttons for every floor Limited personal capacity Slow Don’t you love pressing the elevator button and the door immediately opens? What if there was an elevator that knew you were coming […]
Tesla Q4 Estimates
Tesla has released the Cybertruck in q4 2019 which I expect increases Opex slightly with higher R&D and the unveil venue. Tesla unofficially appears to doubling energy storage in Australia which I expect will lead to increased Energy revenue. I expect q4 deliveries to be new high in U.S. along with production based on q4 […]
Elon Musk’s Cybertruck Shatters Expectations!
I have heard a lot of people say that the mood got sucked out of the room when the steel ball hit the window on the Cybertruck. I can see that. But I have also heard something else I don’t believe. That after this happened, Elon couldn’t wait to get off the stage and he […]