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.
We unpack the Tesla Semi announcement, covering the history of trucking, the market of Semi trucks today, who the players are, what is important in the Semi market, and what Tesla will be able to contribute.
We share our immediate take on the Master Plan, Part Deux unveiled today. We discuss the news of Tesla Semi, the new bus concept, the pickup truck, full autonomy and the milestones Tesla sees there, the 10x improvements in manufacturing efficiency, and the new Tesla Sharing system that will challenge Uber and Lyft.
We discuss the first fatality in a Tesla with Autopilot enabled. We cover what happened, the media coverage of the event, the naming of Autopilot, how aircraft autopilot is expected to work and more.
We explore the ethical implications of self-driving cars. Why ethics is important in the context of self-driving cars, what are the philosophical approaches one can take when reasoning about ethics for self-driving cars, and how we think Tesla should approach these difficult choices.
We explore the proposed Tesla acquisition of SolarCity. What is SolarCity? Why does Tesla want SolarCity? Why is the market against the deal? Is it a good idea for Tesla?
We discuss how Tesla's Autopilot system is able to learn and update itself. How Tesla has engineered their vehicles with a new architecture that allows both rich connectivity with LTE for software updates and sensor data sharing, and the implications of a car that updates itself and adds new functionality over time.
We continue our discussion of self-driving vehicles. We dig into the regulations in place today and what's needed to allow self-driving on the roads. We also chat about the impact they will have on the insurance market. And we dig into how self-driving will change what we think of as a car – from small pods all the way to hotel rooms on wheels.