Tesla ended the day at a valuation of $352 billion, while Walmart (tenth biggest in SP500) is worth $384 billion. This has made Elon Musk the fourth richest person in the world. He is behind Jeff Bezos, Bill Gates and Mark Zuckerberg. Tesla has moved up a lot over the last 12 months. They moved …
Rob Mauer of Tesla Daily provided a bull case for Tesla to Northwestern University Masters Students. Tesla has grown revenue over the last four years by 250% but only increased operating expenses by 85%. The cumulative electric vehicle targets of Volkswagen and other legacy car makers totals 10% of all vehicles by 2030. If complete …
Tesla is using large cranes to put pre-constructed wall and roof sections into place for the Gigafactory in Berlin. This appears to be on track to reach the completion of the outside building structure by the end of August. This would place the factory at about the June 2020 stage of Tesla Shanghai. There would …
In mid-2019, Nextbigfuture predicted that 2020 would be year that Tesla would begin dominating the world with dry battery technology. Gali at Hyperchange is predicting that the major announcement from the September 22, 2020 Tesla battery day will be the reveal of a new dry battery factory. He predicts the initial new dry batteries will …
Minister of Economy, Labor and Energy of the State of Brandenburg Jörg Steinbach said Tesla’s goal is to complete the construction Gig Berlin factory at a faster pace than the 11-month Giga Shanghai build. Tesla is leveraging modular construction for faster construction. Tesla is able to complete new gigafactories in less than 11 months. Tesla …
Tesla CEO Elon Musk spoke with Automotive News Publisher Jason Stein in the first of a three-part interview. Elon said that today car factories have a speed of 0.2 meters per second. Walking is five times faster than the speed of an auto assembly line. Elon wants to be able massively speed up car factories. …
Sandy Munro has done ultra-detailed teardowns and reverse-engineering of Telsa cars. He describes how the thermal management used in the Tesla Model Y is vastly superior to other carmakers. This enables Tesla to have superior range. CEO Rahul Sonnad of Tesloop is using Tesla cars to take passengers to Las Vegas. They have Tesla cars …
Gigafactory Berlin is being built on a 300 hectare (740 acre) plot of land. Gigafactory Shanghai is only being built 86 hectares (213 acres). Gigafactory Shanghai is being ramped to over 500,000 vehicles per year. A German source indicates that Tesla Giga Berlin will ramp to over 2 million vehicles a year. Tesla’s newly announced …
Tesla had $104 million in GAAP profit for the second quarter. They generated positive free cash flow of $418M. They have met all qualifying criteria for SP500 inclusion. There needs to be a meeting and actual approval by the SP500 inclusion committee before Tesla is added. Tesla had $368M in GAAP profit for the last …
Ark Invest provided detailed metrics for their bull case analysis for Tesla through 2024. Besides the self-driving aspect, there are two key factors for Tesla: the efficiency of factory construction and lowering vehicle costs while growing margins. Tracking Tesla’s factory construction rate and efficiency of factory production is a critical aspect of the bull case. …
Hyperchange has a conversation with Sean Mehta, a battery scientist at Sila Nanotechnologies, about the potential of transition metal-free Cathodes. This has the potential to disrupt the battery materials supply chain. Batteries are being developed that have high energy densities and cheaper materials. Nature – Aqueous Li-ion battery enabled by halogen conversion–intercalation chemistry in graphite …