First of all, I think we all need to take a step back and appreciate how far Tesla has come. That’s why I rewatched and summarized the unveiling of the Model 3 this morning: This gives me a lot of confidence for the future. Remember, it’s not important where Tesla will be in 10 months….
Tag: Tesla
Tesla vs. Toyota: Production System, Innovation, Supply Chain – with Professor Joe Van Orden
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Key Takeaways from Tesla Q4 2022 Earnings
Here’s my summary from the earnings call: Here are my key takeaways from the earnings report: Listen to all my videos on Spotify or any other podcast app.
Will Germany’s car industry survive? A deep dive with Tesla expert Alex Voigt
Here’s my long-form conversation with Alex Voigt, an engineer, author and blogger. TSLA shareholder since 2014, he is now dedicating his time to teach the world about Tesla and the German auto industry. Here’s the video: Here’s the audio: Download the podcast episode in your favorite player Show notes: ► Follow Alex on Patreon: https://www.patreon.com/AlexVoigt/►…
4 Years At Tesla: Company Culture, Elon Musk, TSLA Stock, FSD (Former Employee Farzad Mesbahi)
Farzad Mesbahi is an Ex-Tesla employee, who worked there for 4 years in different roles. In this video I talk with him about Tesla’s culture and mission, his mistakes, his Tesla investment thesis, and so much more. Here’s the video: Here’s the audio:Download podcast episode Show notes: Links: Continue watching: Transcript Remo Uherek 0:24Hi, friends,…
Tesla on track to produce 20M vehicles per year (record quarter!)
Tesla published record Q1 production & deliveries numbers and is on track to produce 20M vehicles per year in 10 years. Here’s the video: Here’s the audio:Download podcast episode Show notes: Links: Tesla Q1 2022 Deliveries: https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-first-quarter Tesla growth charts: https://hypercharts.co/tsla?frequency=annual Ford deliveries over time: https://stockdividendscreener.com/auto-manufacturers/ford-wholesale-vehicle-deliveries/ Biggest car manufacturers: https://en.wikipedia.org/wiki/List_of_manufacturers_by_motor_vehicle_production 0:00 Tesla Q1 record quarter0:49…
Tesla is a CASH MACHINE! — $5 billion in yearly profit, increasing margins, 50% growth
Here’s my summary of the Tesla Q4 and Full Year 2021 Financial Results and Earnings Call, and why Tesla now is a cash machine with $5 billion in yearly profits, increasing margins and 50% growth. Here’s the video: Here’s the audio:Download podcast episode Show notes: Here’s a list of all my videos about Tesla: https://www.youtube.com/watch?v=PnUDSY2qaYQ&list=PL3q6QaeUG5KU25JiV_PL6hsc8AwGp9YAm…
Tesla Stock: 10X by 2030 Possible? (Battery Revenue Model Update)
Can Tesla stock 10x by 2030? Here are the reasons why I think it’s possible, and my updated battery revenue valuation model. Here’s the video: Here’s the audio:Download the podcast episode Show notes: Sources: Battery Revenue Model (2020): https://www.youtube.com/watch?v=Jm_8w-5ZLkw Hypercharts: https://hypercharts.co/tsla?frequency=annual Auto Swiss 2021 Statistics: https://www.auto.swiss/#statistics Tesla Q4 2021 Vehicle Production & Deliveries: https://ir.tesla.com/press-release/tesla-q4-2021-vehicle-production-deliveries Related…
Tesla Q3 2021 Earnings Call (Supercut)
A supercut of the Tesla Q3 2021 Earnings Call on October 20, 2021. I’ve cut out all the fillers, pauses and fluff. It’s 30 percent shorter without any loss of information. Enjoy! Here’s the video: Here’s the audio:Download the podcast episode
Key Takeaways From Tesla Q1 2021 Earnings Call
1/ Tesla is fundamentally an AI & Robotics company: Their core competency is engineering and manufacturing 2/ Model Y will become best-selling vehicle of any kind in the world by revenue and possibly units (in 2022 or 2023) 3/ FSD seems to be progressing a bit slower than anticipated. Major architectural changes still underway (removal…