Tag: Loup Ventures

Semi's impact on Tesla's business: On Tesla's September quarter 2022 earnings call, Elon announced that […]

Testimony at Elon Musk's 2018 compensation trial revealed that the Tesla board has identified a […]

Loup TV 157: Tesla to Double China Production; FB Blocked in Russia; Crypto's. Gene Munster, […]

Another 579,000 Tesla vehicles have been recalled after the ?Boombox? feature was flagged as a […]

While Elon Musk mentioned full FSD should be ready by year end, Tesla is recalling […]

Tesla. Latest. Tesla's Bedrock In AI & Robotics Will Transform The Industry & Our Lives […]

Takeaways: Tesla delivery growth was 71% y/y, ahead of 48% expectations. In the Sep-21 quarter, […]

Gene and Andrew break down their chance to test drive a Tesla Model S Plaid […]

In three to five years, we believe Tesla will have Apple-like 40% gross margins based […]

Tesla's September quarter finished with a familiar drumbeat, which is that based on the EV […]

Frontier Tech Spotlight: Ways to Play Autonomous Vehicles · Outlining Tesla's China Risk 2 min. […]

Gene is joined by Rob Maurer of Tesla Daily to outline expectations for Tesla's June […]

Tesla Marches On. March deliveries, earnings, gross margin and outlook all represent a step forward […]

The December quarter. Tesla reported its sixth consecutive profitable quarter in December, anchored by 61% […]

Loup TV 046: Rob Maurer on Tesla Robotaxi. Gene's joined by Rob Maurer of Tesla […]

The bottom line: we expect Tesla's y/y delivery growth rates in 2021 will likely be […]

Tesla's First Real Competitor: Apple Car? Reuters recently reported that Apple aims to produce a […]

Tesla's Software Advantage Is Clear & Profitable. It's hard to imagine manufacturing cars will someday […]

This would help solve Tesla's primary problem, which is building enough vehicles to meet the […]

Gene and Matt Joyce (independent Tesla analyst) discuss Tesla's upcoming $140k Model S Plaid, and […]