Game Over for the ICE Compact Luxury Sedan

I’ve said that the Tesla Model 3 will be an existential crisis for the auto industry as soon as reservations opened. My charts from a few months later, showed exactly that happening with the BMW 3 series. Now that the Model 3 deliveries have started and all the details have emerged, here is how the…

Read More

Tesla Earnings: All About 2016

Early AM today, Seeking Alpha published my take on Tesla’s earnings. To summarize, Q4 was a miss but this year is expected to be great as customer deposits for buying Tesla’s kept growing and reached a record $284 million and guidance was great. The much anticipated Model 3 unveil is on March 31. Since I…

Read More

My Tesla Analysis at SeekingAlpha

In the last few weeks, I’ve looked at the impact of Tesla’s launch of the 70D on their battery consumption: More Proof That Tesla Is Conserving Batteries Genius Of The Tesla 70D: Sell More Cars, Use Fewer Batteries I’ve also just looked at the Tesla Energy Storage offerings: The Tesla Storage Battery Big Picture

Read More

Tesla Supercharger Profits, Investing in Solar

Here is an article that I wrote at SeekingAlpha that got published yesterday – “In the Land of Irrelevant Numbers, Tesla gave us a Goldmine” – in response to an article by another author calling supercharger numbers irrelevant. I attempt to calculate how Tesla can profit from Supercharging. Recently, I also wrote about investing in…

Read More