Tesla’s Q4 2019 earnings call sent the stock into orbit during after-hours trading and in subsequent days. For a quick overview of the company’s financials, check the source — Tesla’s official Q4 and FY2019 update. Meanwhile, I was furiously taking notes during the company’s conference call, which had engaging questions from retail investors (via the innovative SAY.com platform), and assorted Wall Street analysts.
Tesla takes raw sheets of rolled aluminum and turns them, along with hundreds of other parts, into finished vehicles at its factory in Fremont, California, in less than 48 hours.
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.
A few weeks ago, the EV folks on social media joined together to sing the scorn of a German engineering firm’s “Hyper Hybrid” — a modified Tesla with a reduced battery pack and a small range extender under the hood instead of a frunk. “Why fix what isn’t broken?” some asked. The general consensus was that battery EVs are the answer, while plug-in hybrids are a step backward. It’s not that simple, though.
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.
Enevate, a battery startup located in Irvine,. California, says it has created lithium-ion batteries with higher energy density and faster charging times at lower cost than traditional lithium ion batteries available today.
Hawaiian Electric Company (HECO) just named a new CEO and was voted as ‘Best Utility’ in the US by Utility Dive. What policies and progress has the utility made in recent years to grab this honor, what’s the new CEO going to do going forward, and what does this really look like for residents of the islands?
In June 2019 after Tesla’s Autonomy Investor Day, we did a deep dive into Tesla’s HW3 chip that explored the various capabilities and potential of the HW3 processor system on a chip (SoC). I may have geeked out a little and made that a bit too technical, so I will try not to repeat that mistake in this article. Long story short, HW3 is a total beast. It is very different from the NVIDIA chip Tesla was using in the previous generation.
Below are a number of top takeaways from Tesla’s latest shareholder letter and conference call. Perhaps these thing stood out to you as well. Perhaps they will light a spark in your brain.
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:
