Tesla Masterplan Three 2023
Tesla vision part 3 is to be announced on March 1st, 2023 at Investor Day. How will this differ from Part 1 or Part 2. What is the “Path to a Fully Sustainable World”
Tesla News
Specific tesla news
Is Tesla Market Cap Too High
Is Tesla market capitalization too high. Here are just relevant data to suggest that the vale is based on future earnings, 50% YOY growth plans and free cash. Tesla has margins higher than the industry.
Tesla Insurance Opportunity
Tesla has established an insurance business, and the value of insurance could be 5 times more than just selling the car by itself. The margin from the insurance business could be bigger than the revenue from full self driving software, face lower barriers to adoption and reduce costs to customers.
Tesla makes Robotaxis Economic
Simple napkin maths says that Tesla makes robotaxis economic. In fact the numbers are so high they are just not believable? So what is stopping this? Politics? Technology. The only thing seems to be timing. Will it be this year? 2024?