We discuss Tesla’s distribution strategy with their Stores and Galleries. We cover their history, the overall strategy, their influence both indirect and direct from Apple retail, and how the retail experience is different from traditional car dealerships. Plus we cover our personal experience visiting different stores and the details we appreciate most.
We unpack the history of car dealerships and how they have caused challenges for Tesla across the US. We discuss how dealership law in the US grew and what the dealership trade groups have done to block new entrants like Tesla. And how Tesla is slowly but surely opening their own stores, sans dealerships.
We continue our conversation on neural networks and deep learning. We dig into the major automotive players who are using neural networks and deep learning in their approaches. We cover what Comma.ai is up to, Mobileye's point of view, Nvidia and their OS for self driving cars and how Tesla is already using them to power Autopilot and will be integral in Enhanced Autopilot and Self-Driving.
We dig deep into neural networks and AI as it pertains to Tesla. Neural networks have been in the news with Tesla’s full self-driving announcements. We discuss the history of neural networks, deep learning and AI. The advantages of neural networks and why they have come into more prominence recently. And we talk about our own efforts to build a car detection neural network. See our results here: http://theteslashow.com/neural-network-images
We discuss the SolarCity acquisition and its implications for Tesla. SolarCity has been pretty misunderstood due to their unique business model, so we unpack how their business works and why it’s special. We also discuss the origins of the company and why the two companies are a great fit for each other.
We discuss Tesla's recent acquisition of Grohmann Engineering and what it means for Tesla's manufacturing ambitions, their need for a new type of talent in the company, and the upcoming Gigafactory 2.
*Note* This episode had some audio issues, but thanks to @XijinChan on Twitter for his help repairing it!
We discuss the Tesla Powerwall 2 and Solar Roof unveil and the implications for Tesla.
We dissect Tesla’s Q3 2016 earnings. Tesla posted their first profit in 3 years, delivered the most cars ever, and are on track for Model 3 volume production in the 2nd half of 2017. We dig into the shareholder letter and nuggets from the earnings call.
We dig deeper into the recent Hardware II unveil, Enhanced Autopilot, and Full-Self Driving. Why did Tesla do this now? How will Tesla differentiate and train the system? And more details that came out from the conference call Tesla held with reporters.
Our immediate reactions to Tesla's announcement of full self-driving hardware shipping on all new Model S and Model X, as well as the forthcoming Model 3. We discuss the new capabilities described in Enhanced Autopilot and Full Self-Driving mode. And the new details around the Tesla Fleet.
We discuss the two announcements from the Paris Motor Show we found most interesting. Both Mercedes and Volkswagen unveiled their new fully electric sub brands – Generation E.Q. and I.D. respectively. We unpack each of the concept vehicles, their plans for eventual rollout, the interesting and sometimes far fetched technical goals of each, and if it each company will be able to make a meaningful impact relative to Tesla.
We dissect the latest Q3 delivery and production numbers Tesla just released. Tesla delivered 24,500 vehicles in the the last 3 months. We unpack how they pulled off this record number and what does it mean for Tesla's prospects in preparation for Model 3.
We unpack the U.S. Department of Transportation's new guidelines on automated vehicles. The DOT has been promising guidance for automakers, technology companies, and suppliers on how the federal government will issue policies regarding automated vehicles from safety rules, recall powers, state laws and more.
We discuss the recent announcement of the Chevy Bolt EV’s 238 mile EPA range. We also cover the history of the Bolt, recent press reactions to the production cars and test drives. And what the Bolt means for GM and Tesla.
We share our reactions and impressions of the latest Autopilot updates coming in the upcoming version 8.0 software update for Model S and X. What the improvements and reliance on radar means, what is unique to Tesla, and why it's a big deal for the future of full autonomy.
We unpack the new P100D Ludicrous announcement. The details of the announcement, how it fits into the history of Model S performance improvements, the theoretical limits of car acceleration and where Tesla is heading, and the important improvements Tesla has made to the pack that will trickle down to the Model 3.
We cover automotive safety standards, the testing systems in the US and Europe, why Teslas are so safe, and how active and passive safety systems work together and which is the future of more safe vehicles.
We unpack the Chevy Volt. We explore the origin of the Volt and its connection to the Tesla Roadster, its path from concept car to production vehicle, the technology choices, and our thoughts on why GM made the Volt in the first place
We cover Tesla's Q2 2016 earnings call. The financials, the importance of profits vs. growth, how Tesla performed in terms of vehicle delivery and production, the increased pace of stores being opened, and new info on Model 3 and full autonomy.
We discuss the interesting information that came out of Tesla's recent Gigafactory grand opening. From the next car Tesla will unveil, to plans for ships, to the new battery format Tesla is pioneering.