If this information is wrong, do not sue me. Confirm through other sources that these formulas are accurate. I am not a financial advisor and I am venturing out of what I most confidently understand. My personal situation was to attempt to lose some money on a risky bet in order to bring my capital […]
Electric Vehicles Blog Posts
November 11th, 2020
Delivered by Tesla
I have an idea for a platform which I believe could distrupt Amazon and create a SuperCharger buying frenzy. If this platform has already been thought of, I would love a chance to join the team. How to disrupt Amazon? Deliver more things better than Amazon. What we have today:If you buy from Amazon, you […]
Dealing with Legacy Dev Projects
Just thinking about the way I like to work and why. Standards. Honestly, I grew up a bit messy. I left my toys laying around and would need to be told to pick them up. I try to follow existing naming conventions. But if a project has other conventions, I will follow what I think […]
Tesla Disruption
One point of interest for Tesla is their projected YoY growth rate. Elon Musk has stated 40-50% YoY. Some analysts will point out that Tesla is unlikely to be the > 50% main player because 0% of anybody has ever been the main player for any length of time that would matter. In 2018 ~80M […]
More Tesla Battery Savings – Margin
LG Chem, CATL and Panasonic make batteries for Tesla. On battery day Elon and Drew pointed out many cost reductions with regards to cell production cost. They spoke about bringing down their dollar cost average. But these other manufacturers are not selling Tesla cells at cost. There is a margin on top. Tesla would be […]
Tesla Loses Money on Every Car They Sell
No they don’t. Where did this argument come from? Well, you have to look at the company’s balance sheet. Then you have to explicitly ignore the line item “Automotive gross margin”. Gross margin is a company’s net sales revenue minus its cost of goods sold (COGS). In other words, it is the sales revenue a company […]
Driving.ca David Booth Doesn’t Know Much About Tesla
Motor Mouth: Tesla’s real business model needs a reality check David Booth is a nincompoop. He attempts to spread fear and uncertainty with unsubstantiated claims. He neglects to do simple math and makes worst case assumptions at every turn. First David, to answer your question “did we ever see that $35,000 Tesla Model 3 we […]
Tesla Batteries – The Ramp Has Begun
Concerned by Elon’s statements that batteries will take 2 years to see good ramp? Don’t be. If batteries were in final stages of optimization, then Tesla still wouldn’t be able to drop them in to all the Gigafactories. The original thought behind Gigafactory 1 Nevada was to make it enormous to produce more batteries than […]