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Tesla
Today’s news indicates the NHTSA probe into autopilot performance has widened
Summary Today’s news indicates the NHTSA probe into autopilot performance has widened. This widening has a chance to catch Tesla’s “big lie” regarding autopilot safety. This article explains the big lie and why it might be caught. This might have demand implications. “So far, so good” We’ve all heard about the Tesla (NASDAQ:TSLA) fatal autopilot […]
Read more "Today’s news indicates the NHTSA probe into autopilot performance has widened"Tesla hilariously finishes dead last in mystery shoppers study, salesmen found to act like ‘museum curators’
Tesla hilariously finishes dead last in mystery shoppers study, salesmen found to act like ‘museum curators’ If there’s a list Tesla is probably OK with not being at the top of, it’s ‘Best Car Salesmen’. The company boasts about its distribution and servicing model being unlike any other in the industry and the latest mystery […]
Read more "Tesla hilariously finishes dead last in mystery shoppers study, salesmen found to act like ‘museum curators’"Disproving Elon Musk’s “Vertical Integration Theory” for Tesla-SolarCity Deal
Summary Tesla’s explanation of vertical integration benefits from a SolarCity acquisition belies a lack of understanding of what vertical integration means and its associated benefits and costs. The Tesla identified forward and backward integration benefits created from a SolarCity acquisition are murky at best and do not necessarily correspond to traditional vertical integration value levers. […]
Read more "Disproving Elon Musk’s “Vertical Integration Theory” for Tesla-SolarCity Deal"Tesla MasterPlan 2 - A Reminder of the Past
Summary Elon Musk about to reveal Tesla Master Plan 2. A large part of the first plan was not successful. Analysts are starting to lose hope for the stock. Someday there will be a book written on how just a few words on Twitter can dramatically move a stock. The lead example will most likely […]
Read more "Tesla MasterPlan 2 - A Reminder of the Past"Tesla’s Cheap Approach To Autopilot Might Not Lead Anywhere
Summary More reports of Tesla autopilot users getting into accidents are emerging. While many have already commented on Tesla’s handling of these incidents, I comment on the technical side of the autopilot technology Tesla is using. Aside from product management issues, Tesla’s approach might not lead to fully autonomous driving in principle. A self-driving car […]
Read more "Tesla’s Cheap Approach To Autopilot Might Not Lead Anywhere"For Tesla, the Forecast Is Partly Cloudy
For Tesla, the Forecast Is Partly Cloudy - WSJ SunEdison’s Icarus-like fall offers a cautionary tale for Elon Musk’s proposed SolarCity hookup. Tesla has been in the news lately following a fatal accident in Florida involving one of its Model S electric cars running on autonomous cruise control, called Autopilot. Discussions about the future of […]
Read more "For Tesla, the Forecast Is Partly Cloudy"