Author: vijay

Observations on Tesla’s AI Day

Tesla’s AI Day took place on August 19th, 2021. You can find the official YouTube link here, and Lex Friedman has a good summary here. These are my observations, completely as a non-technical person. Remember, this was a recruiting event for talent in these areas: computer hardware, neural networks, autonomy … [continued]

25 Unasked Questions On Tesla’s Q2 Earnings Call

This was a great quarter for Tesla. Record production, record deliveries, tremendous growth, and excellent margins in a difficult operating environment. I felt some opportunities for questions were missed, though. What’s the status of Model X deliveries this quarter? No one cared about Tesla’s second mass-market product. From the looks … [continued]