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About Paul Fosse

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



Author Archives: Paul Fosse

Tesla Model Y vs. Mercedes-AMG GLE 63 S

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


Tesla Model Y Compared To Best Selling Luxury SUV, Lexus RX 350

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


Tesla Model Y Compared To BMW’s X5M & X6M High-Performance SUVs

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


Why Giga Mexico Offers Tesla Advantages That Giga Texas Can’t Match

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


Timestamped Guide To Part 2 Of Elon Musk Interview By Third Row Tesla

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


Tesla Learns To Dance To Elon Time

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


Tesla Growing Quickly While Spending Little Capital

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


Timestamped Guide To 2 Hour Elon Musk Interview By Third Row Tesla

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!


The Link Between China’s 1 Child Policy & The Tesla Model 3’s Rise

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


YouTuber Explains How Elon Musk & Tesla Will Disrupt 10 Industries

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


Ford Mustang Mach-E — Why Ford Made The Right Choices

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


Is The Tesla Cybertruck Radical Enough? A Look At The Body Design Choices

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


Tesla Cybertruck Checks All The Boxes, Surprises On Look, Price, & Armor

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


How The Tesla CyberTruck Puts Ford, Chevy, & Ram In A Pickle

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


Is The Ford Mustang Mach-E A Tesla Killer? No, But …

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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