Tesla Pickup

Tesla Earnings Call: My (Overdue) Analysis

I published an article in my TSLA FUD series on October 23rd about what I was hoping to see from the Tesla 3rd quarter shareholder call. I stated before any earnings were released that I was far less concerned about the actual per-share earnings and much more interested in a set of bullet points regarding where Tesla was with various upcoming projects. Later that day, Tesla reported earnings and they were widely regarded as a home run by analysts.

How Many Electric Vehicles Will Tesla, Volkswagen, & Nissan Sell In 2020–2025?

We write about Tesla a lot because it is pushing, pulling, and tickling the auto industry forward. It is a wild success story like we’ve never before seen in cleantech, have perhaps never really seen in the auto industry, and has been sorely needed in US manufacturing. Nonetheless, Tesla is one corner of a big puzzle on transportation electrification. The challenging question has been, who’s going to follow Tesla’s lead?

Tesla Should Advertise

At this point, Tesla has awoken the giants to the need to transition to electric vehicles (EVs). They are slowly coming around due to competitive pressures. But all that being true, we need to drastically accelerate the rate of transition away from internal combustion engine (ICE) vehicles (gas and diesel … [continued]

Timestamped Summary Of Tesla Shareholder Meeting

Tesla just completed its annual shareholder meeting. Like in meetings past, it was fairly long and covered almost every Tesla topic under the sun. To make it easier for people who couldn’t watch, wouldn’t watch, or simply want to go back to some of the topics in the meeting, below is a timestamped summary from Paul, who kindly stayed up late in Florida (just not as late as me here in Poland) to put this together for the world.