Tesla Model X Reservations Twice What Model S Reservations Were?

Some serious crowdsourcing by members of the Tesla Motors Club (and, most specifically, Model X reservation holders) and some nice sleuthing by Fred Lambert reveal that there seem to be about twice as many reservations for […]

Tesla Gigafactory Ahead of Schedule, Model X Production Line Has Several Times More Robots

A couple of quick updates on Tesla Motors* manufacturing have come through the wires in recent days. First of all, a Nevada economic development official said last week that the Tesla Gigafactory is actually ahead of schedule. […]

Tesla’s Competitive Advantages — 5 Big Ones

Tesla has several big competitive advantages, imho. I’m going to discuss 5 below, but 3 tangible ones and 2 intangibles. [Full disclosure: I’m long TSLA… for obvious reasons.] Tesla’s huge competitive advantages, imho, are: 1) The […]

Tesla Sales — Updates & Estimates

Based on Tesla’s sales, delivery, and production statements from its conference call the other day, I’ve updated US Tesla delivery (what we’re calling “sales”) estimates for 2014 and 2015. I’ve left the estimate for January 2015 as […]

Tesla: More Pure-Electric Car Revenue Than All Other Companies Combined

The folks at Tesla aren’t stupid. They know what to highlight to make a point. The first sentence in the 4th quarter & full year shareholder letter Tesla published last night reads: “Tesla continues to drive […]

Tesla CTO Presentation In Southern California

On October 10, Tesla CTO & co-founder JB Straubel gave a presentation at the Southern California Energy Summit. Unfortunately, I wasn’t at that one, but JB’s presentation was posted online, so I decided to pull out […]