skip to Main Content
Products
Insights
Philosophy
Analysis
Team
Search
Search
Submit
×
Close search
Tesla
Gene Munster
Tesla & SpaceX Will Still Own Elon’s Focus
Over the past five months, I’ve been unsure about how to interpret Musk’s efforts to dodge a closing of the Twitter deal. Does he really want out or just a better price? In the end, it looks like he will…
3-Minute Read
Tesla
Gene Munster
AI Day Primer
Tesla’s second annual AI Day is coming up on September 30th. While the event is primarily geared toward recruiting talent for AI, software and chip development (confirmed by Elon on Twitter), it serves a second purpose of outlining the company’s…
6-Minute Read
Autonomous Vehicles
,
Tesla
Doug Clinton
Tech Layoffs Continue
From Doug’s blog, The Deload: The current inflationary environment has prompted tech to rightsize headcount with over 60,000 tech employees being laid off in the past year. While sad for the employees, it’s right for the long-term viability of companies and…
3-Minute Read
Meta
,
Microsoft
,
Tesla
,
Unity
Gene Munster
Tesla’s Growth Story Is Misunderstood
While Tesla’s June delivery growth of 27% was inline with expectations, it was a step down from the company’s 68% delivery growth in Q1 2022. The slowed growth was attributed to the 22-day Shanghai shutdown but the larger impact of…
1-Minute Read
Tesla
Gene Munster
Musk Says “Tough Quarter” While Tesla Hikes Prices
There’s an art to translating Elon’s commentary into Tesla’s projected quarterly results. This art should be complemented with some science. There are four key steps in reaching a conclusion: At the highest level, Elon has been clear that the June…
3-Minute Read
Tesla
Gene Munster
Redwood Materials Is Onto Something Bigger Than Battery Recycling
I often wonder who will be behind the next big idea. If I wrote a book on the topic, Elon Musk would have a few chapters, which is one of the reasons I stay current on what he’s thinking. Recently,…
4-Minute Read
Redwood Materials
,
Tesla
Gene Munster
Traditional Car Companies Still Don’t Get It
We recently surveyed eleven car manufacturers that sell electric vehicles (EVs) in the U.S., including Tesla, Hyundai, Ford, Nissan, Chevrolet, Volvo, Rivian, Audi, Jaguar, BMW, and Porsche. We found that only three out of the eleven provide an estimated delivery…
2-Minute Read
Tesla
Gene Munster
Tesla Is Putting Way More Than Traditional Auto in Trouble
It’s no surprise that my attention has been focused on the potential downfall of traditional auto as I’ve studied Tesla’s ascent. Why? Because the company has grown 4-5x faster than the traditional car makers. But that’s just the beginning. The…
6-Minute Read
Tesla
Gene Munster, Andrew Murphy
Loup TV Weekly: Musk’s Big Week with Twitter and Cyber Rodeo
Gene and Andrew discuss the most important tech events for the week ending on April 8th. Musk’s investment in Twitter was no surprise given his vocal stance on free speech and his mission-driven investment approach. Given that he’s now a…
1-Minute Read
Apple
,
Tesla
,
Twitter
Gene Munster
Cyber Rodeo Marks Tesla’s Latest Effort to Keep Up With Outsized Demand
Elon Musk will be making comments at tonight’s Cyber Rodeo event, starting at 7:00pm PT. We don’t expect any big announcements and see the event as a ribbon cutting party for Giga Texas. This comes two weeks after a similar…
2-Minute Read
Tesla
Gene Munster, Doug Clinton
Loup TV Weekly: Apple App Store Now Steers; Tesla’s Cyber Rodeo Is About Religion
Apple made good on its Fall 2021 promise to allow reader apps to steer. Eventually, most apps (including gaming) will allow steering in the future. This begs the question: How will steering impact app developers’ conversion and profitability? Both Tesla and…
1-Minute Read
Apple
,
Tesla
,
Themes
Gene Munster, Andrew Murphy
Loup TV 168: Instagram to Bring NFTs to the Masses
Meta could bring NFTs to the masses via Instagram. Mark Zuckerberg mentioned during his speech at SXSW that Instagram plans to integrate NFTs in the coming months. With over 1BN MAUs, Instagram would dwarf existing players like OpenSea (1MN) and…
1-Minute Read
Amazon
,
Apple
,
Meta
,
Tesla
,
Themes
Load More
Back To Top
Search
Submit