There was one part of Tesla’s shareholder conference call yesterday that caught my attention more than any other. That was partly because of the potential being discussed, and partly because it’s the first time I’ve heard Elon Musk and team discuss the topic. First of all, you’ve got this question … [continued]
Tesla CEO Elon Musk made it absolutely clear on today’s Tesla conference call: if you don’t believe in Tesla’s AI work and robotaxi plans, you shouldn’t be invested in Tesla stock (NASDAQ:TSLA). The company is not fundamentally a car company, as he noted. It’s fundamentally an AI company. I think … [continued]
The following is a reader comment under my article published earlier today. It’s such a superb list of what the CEO of Tesla should be doing that I had to give it its own platform here. It may be completely focused on what a new CEO should do, but even … [continued]
This question may be more heated, more debated, and more relevant than I’ve ever seen it: Should Elon Musk remain the CEO of Tesla? This question has been raised for years by some, mostly people who have never liked him and have generally predicted he’d fail. In my opinion, looking … [continued]
In the crazy world of hydrogen-for-transportation plays, some endeavors stand out. Ballard’s $1.3 billion in losses, $55 million a year, since 2000 with no profits ever is one. The $1.2 billion that California received as a hydrogen hub which is going to go down the drain because it’s being spent … [continued]
Tesla has fired ten percent of its workforce as it seeks to respond to weakening demand. But is Musk himself responsible for lower sales?
Under the auspices of the India Smart Grid Forum, the think tank founded as an umbrella organization over India’s 28 state utilities to provide thought leadership, share leading practices, and bring international insights to India, I’m delivering bi-weekly webinars framed by the Short List of Climate Actions That Will Work. … [continued]
Every major geography will be electrifying virtually all domestic freight shipping in the coming two to three decades. However, the starting conditions matter between India, Europe, China, and the United States. This assessment sprang out of a bit of news and discussion related to it today. China’s Windrose Technology and … [continued]
Tesla’s stock price and market cap are down considerably this year, on the back of slightly drooping sales (instead of 50% growth year over year), rumors of the more affordable Tesla being canceled, and a slow Cybertruck (and Semi) ramp-up. Tesla Full Self Driving (Supervised) has improved greatly with version … [continued]
Tesla is planning to send a team of people to scout for locations in India this month. The broad brush strokes of the upcoming discussions reportedly will affirm the company’s investment plans in the South Asia nation — including setting up a manufacturing facility and increasing purchases of auto parts … [continued]
