Recent content by ludicrousspeed

Nice graphical display of Tesla's production ramp at Shanghai vs Fremont. Source

Great analysis on the competitive advantage that Tesla has over legacy automakers: Do legacy OEMs really want to sell EVs?

Interesting data showing the Model 3 vs Mach-E production ramp. This isn’t a perfect comparison, but is still a useful datapoint. From a great weekly news analysis: Auto News Analysis #4

Great post about Tesla's margin expansion and operating leverage: Understanding Tesla's operating leverage

Why Tesla won’t be negatively impacted by inflation/commodity price spikes

I think from a guidance perspective, the letter and call were both great. However, from a financial perspective, there is (and always has been) one glaring concern for me: SG&A costs. This quarter SG&A amounted to over 29.6% of revenues and almost totaled more than their gross profit after the...

Hillary made a few comments about creating jobs by investing in renewable energy. Specifically said she wanted to deploy half a billion solar panels and use a "modern electric grid."

SolarCity deal is official, deal will be announced tomorrow: CNBC Now on Twitter

Happy to see 1 and (unexpectedly) 2 and 3 get announced with today's post. Excited for the future of this company.

Exactly. He also said "It would be really big news if I start (elaborating) here." His body language alone gives the sense that it's going to be huge news. I think it's very likely that they are going to announce their own ride-sharing platform based on autonomy.

Exactly. They are basically saying "if we overcame all of these obstacles, the future shouldn't be that difficult in comparison." At the same time they're countering the bear argument that people constantly shuffle through important positions by featuring employees who've been with the company...

Which do you see entering production first: Roadster 2 or a Tesla truck?

How can Tesla reduce SG&A costs (as a % of revenue) while simultaneously expanding service networks to accommodate for the massive increase in Tesla vehicles/owners?

This is great free advertising. I've seen this video shared on my Facebook feed more than any other single Tesla video I can remember (M3 reveal is close) and it's truly surprising to many.

Tesla driver caught sleeping while Autopilot steers On the topic of Apple/autonomous cars, I thought I'd share this article since it hasn't been posted on the thread. Just goes to show how far autonomous technology really is today. As avid Tesla followers, most of us have a good understanding...