Earlier this week, I railed against Tesla’s decision to discontinue its referral program and the apparent cancellation (instead of expansion) of its fledgling advertising program. Well, Tesla’s advertising program looks like it is dead in the water, since they laid off the entire 40-person growth marketing team charged with that … [continued]
The Tesla, Inc. Q1 2024 earnings call was fascinating in how Tesla representatives drew on carefully phrased statements to appease and turn around what was then a largely disgruntled shareholder group. The revisionist language within the earnings call took coexisting, diverse, and sometimes sharply clashing accounts of Tesla’s recent financial … [continued]
I found something a bit strange and confusing in this quarter’s Tesla shareholder letter and conference call. Much of the news in recent weeks was about Tesla reportedly dropping the lower-cost car it was supposed to be working on. That stemmed from a pretty detailed and convincing report from Reuters. … [continued]
I wrote a couple of days ago that Tesla produced 1,000 Cybertrucks one week last month. It’s a notable milestone, but if that was the output every week this year, that would still just be a little more than 50,000 trucks. Though, a reader pointed something out I hadn’t caught … [continued]
Tesla provides updates on how much its Supercharger network, service fleet, and stores grow each quarter in its shareholder letter. However, it came to my attention a few times in recent months that a lot of people don’t catch those updates and are concerned about Tesla keeping up with growing … [continued]
“I feel very confident predicting that there will be autonomous robotaxis from Tesla next year — not in all jurisdictions because we won’t have regulatory approval everywhere.” That’s a quote from Elon Musk, from April 2019. In fact, that’s almost exactly 5 years ago today, as Autonomy Day was April … [continued]
There was one part of Tesla’s shareholder conference call yesterday that caught my attention more than any other. That was partly because of the potential being discussed, and partly because it’s the first time I’ve heard Elon Musk and team discuss the topic. First of all, you’ve got this question … [continued]
After the article from our editor Zachary regarding the most likely replacement for a “Model 2” (and a followup here), and after having a brief exchange in the comments, I was left thinking. My original response was simple and straightforward … yet the more I think about it, the more … [continued]
This past week Tesla announced it was reducing its workforce by 10%. The move comes at a time in which the company’s stock value has plummeted, leading many to question Musk’s leadership. With few tangible plans about the company’s future as sales continued to decline, investors were concerned about a … [continued]
There’s been a lot of interest in Tesla’s 4680 batteries since before they were even announced, but their development and ramp-up have been a bit below par in terms of most people’s expectations. I’ve seen various claims about these, and those claims have diverged quite a bit as time has … [continued]
