Paul Fosse A Software engineer for over 30 years, first developing EDI software, then developing data warehouse systems. Along the way, I've also had the chance to help start a software consulting firm and do portfolio management. In 2010, I took an interest in electric cars because gas was getting expensive. In 2015, I started reading CleanTechnica and took an interest in solar, mainly because it was a threat to my oil and gas investments. Follow me on Twitter @atj721 Tesla investor. Tesla referral code: https://ts.la/paul92237
March 28th, 2020 | by Paul Fosse
After comparing the Tesla Model Y to BMW’s high-performance SUVs a couple of weeks ago, and the more practical but less fun Lexus RX 350 last week, I noticed Mercedes is just coming out with a new performance SUV this summer as a 2021 model year SUV and thought I would compare it to the Model Y Performance
March 14th, 2020 | by Paul Fosse
After comparing the Tesla Model Y to BMW's high-performance SUVs last week, I thought it might be a similar story comparing it to the best selling luxury SUV, the Lexus RX 350. Where the BMW was comparable in performance, but MUCH more expensive, the Lexus is comparable in initial price, but has MUCH slower performance
March 8th, 2020 | by Paul Fosse
Accidents seem to always happen when we are distracted. That's the recent case with my Tesla Model
March 7th, 2020 | by Paul Fosse
On the last day of February, BMW launched a pair of high-performance SUVs, the X5M Competition and the X6M Competition. I was inspired to create this article comparing the Tesla Model Y to these BMWs after viewing the YouTube video from The Fast Lane that compared the two stylish, sporty, and very high-performance SUVs
February 9th, 2020 | by Paul Fosse
Recently, we reported that Elon asked twitter if Giga Texas (a Tesla gigafactory in Texas) made sense. With Tesla's aggressive global goals to expand auto production an order of magnitude within 5 years, I added to the discussion that Giga Mexico might be worth considering, since they need to start thinking about markets beyond the US, Europe, and Asia
January 31st, 2020 | by Paul Fosse
Although Tesla sent out this image below as a teaser to a small car that Tesla might build for global emerging markets, if there is one thing I've learned from the Cybertruck unveiling, it is that Tesla will radically change its design to meet its objectives
January 31st, 2020 | by Paul Fosse
This is your guide to part 2 of the Elon Musk interview done by Third Row Tesla. There isn't really any need to read about or watch part 1 before part 2, but if you want to, here is the link to my article on part 1 of the interview. I think they both stand on their own, so you can read, listen to, and/or watch them in either order
January 30th, 2020 | by Paul Fosse
After the Tesla earnings call, I was thinking, what has really changed? Sometimes the questions are more important than the answers. Consider what we learn from examining the following questions that most investors had 2 years ago as the Model 3 production ramp began
January 29th, 2020 | by Paul Fosse
In reading Tesla's 4Q Earnings Release, what struck me immediately is that even though they added a lot of production capacity in 2019, both expanding Fremont considerably and building the entire Shanghai Gigafactory in 2019, they spent a little more than half as much on capital as they did in 2018, when they were ramping Model 3 but not building any major factories
January 25th, 2020 | by Paul Fosse
If you haven't see the part one of the Elon Musk interview with the Third Row team yet, I highly recommend it. That said, I know it is challenging to find 2 and a quarter hours to dedicate to listen to it, so I summarized the content of the podcast/video for you so that you can easily jump to sections that most interest you!
January 11th, 2020 | by Paul Fosse
Overnight, Miao Wei, the Minister of Industry and Information Technology in China, announced at the EV100 forum in Beijing that new energy vehicle (NEV) subsidies will not be cut in July 2020, as many in the industry had feared
January 7th, 2020 | by Paul Fosse
After seeing Elon dance, I suddenly don't feel so bad about my dance moves, which have been compared to those of Elaine from the "Seinfeld." The announcer was impressed with Elon's dance, though
January 4th, 2020 | by Paul Fosse
The Saudi government sold off a small 1.5% share of the largest oil company in the world (Aramco) about a month ago. Aramco has huge reserves and it has proven it can produce that oil at a low cost. This oil doesn't require risky deep sea platforms, fracking, or traveling to the Arctic circle to drill
January 1st, 2020 | by Paul Fosse
It's going to take me a little while to explain the headline, but I'll get there. It has been well documented that China's 1 child policy (from 1979 to 2015) caused the sex ratio in China to skew heavily male. The preference for Chinese parents was to have sons, since sons in Chinese society have been traditionally responsible for taking care of their parents in old age
December 24th, 2019 | by Paul Fosse
A few days ago I ran across a video from a criminal defense lawyer in Florida that brings up some points I hadn't heard before. I'd suggest you watch the whole 30 minute video if you have the time. If not, you can read my summary and comments and just use this guide Warren provided to skip to the parts that most interest you
December 20th, 2019 | by Paul Fosse
I thought about titling this article "Tesla Model 2, What The World Needs," but I thought that would sound too authoritarian, so instead, I'll focus on my perception of what the world wants out of a less expensive Tesla
December 14th, 2019 | by Paul Fosse
They explained that Mini was started as a reaction to the Suez Canal Crisis in the late 1950s, as a small affordable car that got good gas mileage. Later, they found they were fun to drive and the company enhanced them for racing. I know them for the extreme customization offered
December 2nd, 2019 | by Paul Fosse
In this article, I'll try to summarize some of the challenges Ford faced developing the Mustang Mach-E, a little of the controversy over naming it a "Mustang," and why I think Ford made the right choices for the most part. But before I get to that, the timing of the unveiling was probably unfortunate
November 29th, 2019 | by Paul Fosse
When the CyberTruck came out on the stage, I was as shocked as everyone with the look of the vehicle. I was impressed by the specs and intrigued by Tesla's ability to innovate in a direction nobody expected, structural efficiency of the body and frame. I was one of the few people, however, who expected a more radical surprise, like an autonomous interior without a steering wheel or cold air jets to fly over rough terrain. We may still get those in the future, but today I'm going to dive into the choices the Tesla team made and even ask if they considered something more out of the box than they released
November 24th, 2019 | by Paul Fosse
Last week, I wrote an article that claimed that the Tesla Cybertruck announcement (even without delivering a single truck) would put the Detroit Big 3 in a pickle in 3 markets if it met their basic needs and offered them something worth waiting for. This article will go over those 3 markets and rate the desirability of the Cybertruck to each market
November 20th, 2019 | by Paul Fosse
In this article, I'll talk about how Tesla's announcement of its CyberTruck will hurt sales of other pickup trucks, even before the truck ships its first unit. Make sure you also read Frugal Moogal's article about the broad effects of the industry's transition to electric vehicles and compares this transition to how other industries dealt with (or didn't) their own transitions. Frugal also wrote an article that is more specific, dealing with the Mustang's effect on Ford
November 17th, 2019 | by Paul Fosse
For this article I wanted to take a look at the pickup truck market to prepare for the upcoming announcement of Tesla's pickup. As long as I was looking at the pickup market, I thought I might as well share my research with my readers
November 16th, 2019 | by Paul Fosse
Now that the specs of the Mustang Mach E have been leaked (we got them as well but decided to follow the rules and not leak them), most articles are interested in how it compares to the Model Y. It's going to be other items that differentiate the two cars and determine which one people are more comfortable with and decide to buy. Instead of listing all the ways the cars are similar, I'm going to list the ways they are different
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