When products are developed, there tends to be a point where most workers will state “Good Enough!”. But not at Tesla. The question is always, “How Can We Do BETTER?”. Technology builds upon itself. In order to improve, most look to the latest superficial customer facing issues. But to really improve, to the point where […]
Electric Vehicles Blog Posts
The Limiting Factor
I love this new YouTube channel. You should check it out:
Will Dojo be run on HW2?
This is one of my least certain speculations, but it stems from the question, what is Tesla going to do with all the replaced HW2 in the HW3 upgrades? Thousands, if not tens of thousands (or hundreds of thousands?) of replaced HW2 modules will be inherited by Tesla in the coming months as they upgrade […]
The Great Talent Multiplex
Getting Talent for Tesla is a challenge. Elon has said recently that they are spending money in ways that make sense. Money isn’t the issue, it is getting superb talent to spend money on that is the real challenge. Enter the Design Factory in China and also Berlin. The best European and Chinese Designers and […]
TSLA Curve
O(n2) Tesla exhibits exponential ramps which eventually level off. Products that have ramped: Model S Model X Model 3 Current Ramps Solar Model Y Future Ramps Roadster Semi-Truck CyberTruck Additional Roof Styles Home Battery Storage
Pending Squeeze
The short positions in TSLA have dropped all the way up. But this hasn’t changed the short’s mindset. If you hate Tesla, losing 200% of your money will probably only amplify your drive to get even. The spike of the stock hitting $960/share yesterday has some shorts looking to capitalise on the dive. This has […]
Who are the TSLA analysts?
TSLA closed at $887.06/share today. So what do the analysts think? Do you think they need to update their numbers? Analyst Ratings Table Date Rating Action Analyst Name Price Target 02.03.20 Hold Downgraded Pierre Ferragu New Street 3.1 star rating $800.00 02.02.20 Hold Maintained Daniel Ives Wedbush 4.6 star rating $710.00 02.02.20 Buy Maintained Bill […]
Remembering the $420 Private Tweet
It is interesting to look back at TSLA for the last few years. In a nutshell, Tesla posted good quarters, the stock started to rally, Elon said stuff the SEC didn’t like and the stock tanked. Twice. At one point, the SEC claimed Elon was inflating the share price and that the funding was not […]
A New Economic Trend – Going Green
Despite trying to unsubscribe to CNBC, I can’t seem to get away from it. It is just cited by too many places. Anyways: The best case scenario for TSLA here is ridiculous. The worse case is status quo. Place your bets accordingly. Interestingly, Jim Cramer says “Clorox is rewarding managers that do [propose sustainability initiatives]”. […]