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 […]
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 […]
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 […]
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 […]
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 […]
Improved mass, increased range, improved structural performance and by aligning the centre of gravity to the middle of the vehicle, there should be noticeably better handling.