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
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
November 16th, 2019 | by Paul Fosse
Before I explain all the reasons why the Ford Mustang Mach-E will be successful, I want to mention that this is no "Tesla Killer." We will have detailed articles explaining why this car won't "kill" Tesla after the reveal, but short version is this car will take most of its market share from the 99% of vehicles that are gas or diesel powered. Other media outlets will promote the false narrative that Ford, Tesla, and all other EVs are fighting each other for the 1% of people who want EVs, and thus, if this car sells well, many of those sales come directly from Tesla
November 12th, 2019 | by Paul Fosse
Yesterday, a Twitter user named Zack reported that he discovered a way to get your update faster than just waiting and waiting and waiting
November 11th, 2019 | by Paul Fosse
As we digitize our lives, there isn't a need to have a big house, fancy car, nice watch, or expensive suit to impress people. In the future, maybe the only belonging that people will own is a VR headset and all their belongings will exist in the virtual world
November 2nd, 2019 | by Paul Fosse
Last night before going to bed I noticed one of my friends on Twitter (Sofiaan) was getting a new software update (2019.36.1). I read a little about it and then I noticed I got it too! I set it to install and went to sleep. When I woke up, I took Henry for a spin to try out the new features. Before I give you my impressions, I'll go over the 4 enhancements
October 28th, 2019 | by Paul Fosse
Two of the big pieces of news on the Tesla 3rd quarter earnings announcement were that margins were up dramatically and the cost to build the new lines to manufacture the Model Y in Fremont is half the cost as the existing Model 3 lines, and that the cost to build the Model 3 line in China is 65% less than the same US Model 3 lines on a capacity basis. This means the cost for the Model Y line might cost half of what an existing Model 3 line costs, or it might mean that it costs the same amount of money but has twice the capacity — or some combination of the two
October 25th, 2019 | by Paul Fosse
During Tesla's 3rd quarter conference call last night, Elon Musk got a very important question regarding the widespread skepticism that Tesla will be able to roll out "feature complete full self driving" by the end of this year (only 69 days from now). This questioner asked him to define what "feature complete" means and give a list of features that establish a baseline. He answered it this way
October 23rd, 2019 | by Paul Fosse
Tesla's continued positive cash flow and $5.3 billion in cash, even while quickly expanding both its product line and its manufacturing capabilities, and growing its leasing business, puts to rest any short-term worries on whether Tesla [TSLA] can sustain its aggressive growth
