Author: julian

Dear Elon: On Trucks & Autonomy, Etc. (in 2015)

Recently, I wrote a piece for CleanTechnica on the economics of autonomy, seeking to explain the vast implications of negative depreciation. (The ability to buy a car that is worth much more to the customer over time than its sticker price and its total cost of ownership.) While I thought it was possibly too much too … [continued]

#TSLA (Tesla Motors Inc.) Short Sellers: Mind the GAAP

This is a deep-dive followup to the recent article “Tesla Resale Value Guarantee Disappears.” While hopefully of general interest, this is of particular importance to investors in Tesla Motors Inc. (NASDAQ: TSLA) stock. In summary: From Q3 2016 earnings, Tesla’s GAAP financials as reported via SEC filings, shareholders letters, earnings calls, and earnings reports … [continued]

Time To Come Clean About Hydrogen Fuel Cell Vehicles

Critical. Re: Hydrogen and Fuel Cell Vehicles/Environment. This letter deals with the three fundamental flaws in the promotion of Hydrogen and Fuel Cell Vehicles that seeks to exploit public concern for the environment and to trigger a profoundly counterproductive use of public funds in paving the way for carbon-intensive fossil … [continued]