Adam Jonas, auto analyst for Morgan Stanley, says Waymo’s autonomous ridesharing network will be worth ten times what the Tesla Network will be worth by 2040. How does he know? He doesn’t.
Elon Musk had some things to say about upgrades in the Supercharger network, replacing the computers in existing cars, and the range of the Tesla Semi at last week’s earnings call.
What will Tesla revenue be in 5 years, in 2022? I don’t think anyone has the magic answer, and opinions vary drastically, but here are the results of my fun exercise in Tesla Model 3, Model Y, Model S, Model X, Semi, Roadster 2, Pickup, Energy, and Network revenue, gross margins, and gross profit in 2022. Have fun exploring the possibilities along with me.
MOIA, the ride hailing division of Volskwagen, has unveiled its new electric van capable of transporting up to 6 people in comfort. Customers can use an app to schedule pickups and drop offs.
Tesla is growing. It is struggling with growing pains, but it’s still far and away the biggest corporate driver of the EV revolution. We can’t tease out corporate or government policies enough to make a list of things that wouldn’t exist if not for Tesla, but we know it’s a long and awe-inspiring list.
A new report from PA Consulting with the title How Long Is The Road To Driverless Vehicles? Assessing how close the Nordics are to autonomous vehicles explores what roadblocks lie ahead before the world embraces driverless and fully autonomous vehicles that provide Mobility as a Service (MaaS) to us humans.
The revolution that will soon transform the world’s transportation system centers around four parallel and mutually-reinforcing trends: electrification, autonomy, connectivity and new ownership models. Tesla almost single-handedly initiated the first three in production vehicles, and continues to dominate those fields.
Tesla is still not talking much about the Model 3, but everybody else is. Have you noticed a wee bit of divisiveness in discussions of the Model 3 since the employee delivery party on July 28th? What I’ve been pondering since then is how the existing gap of split opinion regarding the most anticipated car in the known universe seems to have suddenly ripped open wider than the jaws of the car crusher at Monster Joe’s wrecking yard.
Revolutionary change is coming to the auto industry, and no one can say at this point what the transport system of the future will look like. All kinds of theories are flying around — and most of them seem to include Tesla.
