Okay, let’s get this out of the way right away — no, the Nissan Ariya is not a “Tesla Killer.” I couldn’t resist mentioning that term in the headline because it seems to be what everyone mainstream news site calls every new electric vehicle revealed by legacy auto.
Recently, Tasha Keeney of ARK Invest explained the potential she saw in Tesla launching its own ride-hailing network later this year — assuming that it would use human drivers. Keeney sees many benefits for the potential ride-hailing network, including:
Back in January, I explored the popular short seller thesis that Tesla is unfairly cooking its books by not accruing enough money for its warranty work. Digging into the problem, I found the site WarrantyWeek.com, an incredible resource for those interested in the world of warranties and how they work.
In part one, I discussed how technological breakthroughs can be exciting, but technology itself isn’t the catalyst to massive change.
If you’re starting here, a few notes to catch up: At the end of Part 1, I had been super interested in the possibilities and technology between both solar panels and electric vehicles, but it was clear these were impossibly expensive products that weren’t intended for frugal people like me to ever own.
I write about Tesla a lot. Most of my pieces tend to fall either after major product announcements, or at the end of a quarter when I try to lend some insight into what Tesla has reported.
Now that we’ve seen Tesla’s actual Q2 2020 production and delivery numbers, the next thing Tesla bears and bulls turn their attention to is trying to determine what the financial impact will look like, and will Tesla make money.
Well, I created my own best and worst case scenarios for production and deliveries, used what I could find and a number of estimates to nail down numbers that I felt were accurate, and this morning Tesla released the actual numbers. In that last article (mostly Tesla’s press release), Zach noted that the numbers would probably be a reason for some of our authors to produce long pieces on them, and …
In my article yesterday, I broke down what Tesla’s Q2 production numbers looked like in a worst case and best case scenario. Now, I’m going to share what I think those numbers will actually be, and why.
Since Tesla stock has been on a rapid rise since November, there hasn’t been nearly as much FUD running across my feeds, but without fail there are a few analysts that are certain it’s about to all fall apart.
