I can only imagine the challenges involved in ramping up production of an entirely new vehicle model, especially if that happens to be just the second vehicle model your company has designed from the ground up. As a long-term Tesla investor, I’m happy to get indication that challenges ramping Model X … [continued]
This is a deep-dive followup to the recent article “Tesla Resale Value Guarantee Disappears.” While hopefully of general interest, this is of particular importance to investors in Tesla Motors Inc. (NASDAQ: TSLA) stock. In summary: From Q3 2016 earnings, Tesla’s GAAP financials as reported via SEC filings, shareholders letters, earnings calls, and earnings reports … [continued]
Editor’s Note: In this episode of Cleantech Talk, Matthew and I chat about Tesla’s unique 18650 batteries, Tesla manufacturing and manufacturing in general, robots, Volkswagen’s gigafactory plans, and more. Enjoy! –Zach Shahan Welcome, everyone, to a belated set of show notes for this Cleantech Talk episode! While we strive for … [continued]
Tesla* gets a lot of love, but it also gets a lot of hate. People are very fond of highlighting that it has had a habit of missing timelines, but I think there’s a flip side of that coin that is at times directly related. The flip side is that … [continued]
After writing about Tesla’s huge 2-year jump in its 500,000 vehicles/year target (from 2020 to 2018), the maintained 2016 target of 80,000–90,000 vehicles produced, and the fact that the Tesla Model 3 drivetrain at the March 31 launch was the production drivetrain for the car, I collected several more highlights that could honestly … [continued]
After questioning about ramping up production of the Tesla Model 3, Elon (seconds ago, as I type) said that the drivetrain of the Tesla Model 3 at the March 31 launch was the production drivetrain for the world-changing Model 3. Overall, the design of the Model 3 is almost complete. … [continued]
Update: Elon just said seconds ago on the conference call that Tesla aims to become the best manufacturer in the world. Update: Elon just said that Tesla aims/expects to reach production of 2,000 cars a week by the end of quarter 2, with about 40% being Model X. He also noted that they … [continued]
Update: You can now listen to the full Tesla conference call below. Tesla just released its quarterly shareholder letter. The first item is a whopper: the company aims to move its 2020 target to produce 500,000 vehicles a year to 2018. Obviously, this is in response to the insanely (nay, ludicrously) high … [continued]
Originally published on EV Obsession. Tesla delivered 14,820 vehicles worldwide during Quarter 1 2016 — representing a roughly 50% year-on-year increase from Quarter 1 2015 deliveries — according to the company’s most recent financials release. Of that figure — 12,420 of the units were Model S vehicles; and 2,400 were … [continued]
In this episode of Cleantech Talk, Matthew Klippenstein and I tackle the stories on our own, with Kyle out for one week. We start off by discussing some interesting research Matthew pulled up on the choice between mandates & regulation versus carbon taxes for tackling global warming & climate change. We then dive into some of the … [continued]
