If you look at the advantages Tesla has over other companies: Vertical Integration Charging Network FSD Hardware FSD Software OS Body Casting/Wiring + other patents Insurance business Data (miles on autopilot) Exponential Growth Rate Factory Design Battery Technology Engineering/Other Top talent Service Centres Mobile Service Sentry Mode/Fart Mode/*Mode* Purchase via website Social Media Following Brand […]
Speculation Blog Posts
TSLA Drops 4% in 20 Minutes
I fully expect some dilution. This 4% drop in 20 minutes could signal a dilution. I am of the opinion that S&P has told Tesla they will be included, requested dilutions of shares to free up shares for purchasing. I assume Tesla has agreed and this is the second of three dilutions in the near […]
Herbert Diess for Tesla?
Tesla will have to have Berlin managers. I wonder if he is a good guy?
The Downward Spiral of Legacy Auto
Jeremy is awesome. You should subscribe to his YouTube channels. In this video he outlines how Legacy Auto needs to get rid of inventory and this forces them to discount which creates demand problems for new inventory and puts pressure on the executives of the company which may face the chopping block if they don’t […]
Why Elon Musk is Scared of A.I. (and Mark Zuckerburg isn’t)
Great Software Developers factor worst case scenarios. For example, in Computer Science we are taught how to look at algorithms in terms of run time and measure based on a worst case scenario. I often find myself considering worst case scenarios wrt security, resource usage, scalability and attempt to build according to what craziness I […]
May 5th, 2020
Tesla Auto Repossess
Love this moonshot idea. Buy a CyberTruck. If you don’t make a payment, the car will just reposess itself. 30 days leeway.
Tesla Test Drives – Tesla Referral Program 2.0 (or 3.0?)
At one point Elon outright cancelled Tesla’s referral program. Why do this? Why discard some well-developed money making program? Because it was losing money. You see, when you have more demand than you can meet, driving up demand doesn’t make sense. And incentivizing people to increase demand is counter-productive. Increasing demand is not good for […]
February 22nd, 2020
Tesla’s Success due to “Make it Better” Attitude
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 […]
Canadian Nickel Stocks
If you’ve been following Tesla, you will likely be aware of the upcoming Battery Investor (Company Day) in April at GF2 Buffalo. As Ivan from the EV Stock Channel points out here: Nickel takes up a large percentage of the Li-ion cell composition. And with Canada being near Tesla and a producer of nickel, it […]