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Tesla
Gene Munster
Perspective on Consumer Reports’ Model 3 Review
Consumer Reports reviewed Tesla’s Model 3 for the first time and the car did not earn its recommendation. The review was critical of the Model 3’s inconsistent braking, complex user controls, unsupportive rear seats, and highway noise. Elon Musk tweeted…
3-Minute Read
Tesla
Gene Munster
Feedback Loup: Model 3 Test Drive
It has been a tough day for Tesla. Shares opened down 5% and drifted lower throughout the day after Wednesday night’s circus disguised as an earnings call. On the call, Tesla provided incrementally negative commentary regarding Model 3 profitability. As believers…
3-Minute Read
Autonomous Vehicles
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Feedback Loup
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Tesla
Gene Munster
Tesla: Hard to See the Forest Through the Trees
Tesla reported its Mar-18 quarterly results after the market closed on Wednesday and it’s clear that investors are having trouble seeing the forest through the trees. The company maintained its previous target of exiting the Jun-18 quarter at a run…
3-Minute Read
Tesla
Gene Munster
Musk Drops Trove of Model 3 Production Intel in Email
An “internal” email written by Musk was leaked today with details around how Tesla can hit Model 3 production goals for the June quarter and measures to increase profitability and internal efficiency. This makes us more confident in Tesla’s ability to…
3-Minute Read
Tesla
Gene Munster
Seeing The Road Ahead: The Undervalued Self-Driving Asset of Data
This is the 4th in a series of notes based on our deep dive into computer perception for autonomous vehicles. Autonomy is a question of when? not if? In this series, we’ll outline our thoughts on the key components that will…
4-Minute Read
Autonomous Vehicles
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Google
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Tesla
Gene Munster
Tesla Production: A Step in the Right Direction
While Tesla missed their original Model 3 production goal (exiting Mar-18 at 2,000 per week vs guidance of 2,500), the miss was not as severe as investors were expecting. Importantly, Tesla doubled the Model 3 production run rate in Mar-18 over…
2-Minute Read
Tesla
Gene Munster
Seeing the Road Ahead: The Importance of Cameras to Self-Driving Vehicles
This is the third in a series of notes based on our deep dive into computer perception for autonomous vehicles. Autonomy is a question of when? not if? In this series, we’ll outline our thoughts on the key components that will…
3-Minute Read
Autonomous Vehicles
,
Tesla
Gene Munster
When It Rains It Pours; Model S Recall
Tesla announced a recall this afternoon on 123,000 (built before April 2016) Model S sedans over a potential power steering issue. Tesla has had other recalls. In 2017 the company recalled 53,000 Model S and Model Xs over a parking brake…
2-Minute Read
Tesla
Gene Munster
Tesla Mar-18 Primer; Bracing for Another Model 3 Miss
We are bracing for another Model 3 production miss. This will be the third time in as many quarters that Model 3 production has fallen short of expectations. We believe the Model 3 production run rate exiting the March quarter…
1-Minute Read
Tesla
How To Think About Recent Volatility in Tech
Market decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…
5-Minute Read
Amazon
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Apple
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Artificial Intelligence
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Google
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Meta
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Nvidia
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Retail
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Robotics
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Tesla
Gene Munster
Tracking Progress in Electric & Autonomous Vehicles
We were set to publish a note on targets from major automakers to ramp production of electric and autonomous vehicles when we heard the news from Tempe. Regardless of who was responsible, it’s a tragic reminder about the dangers of road…
9-Minute Read
Artificial Intelligence
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Autonomous Vehicles
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Tesla
Gene Munster
Tesla’s Multi-Billion Dollar Ride-Sharing Opportunity
While a long ways away, we believe there’s a greater than 50% chance that Tesla will operate a ride-sharing fleet by 2023. The fleet could add $2B to $6B in high margin revenue for Tesla starting in 2023. Tesla does…
5-Minute Read
Autonomous Vehicles
,
Tesla
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