Matt Smith
MatchasmMatt
1/ Tesla's Q1 Auto Gross MarginI've spent an inordinate amount of time in the last month or so trying to get a grasp on Tesla's likely auto GM for Q1.
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So I've just tried to tie out Tesla's results to my model, and the results are Historically Tesla has disclosed a 25% FSD take rate, and with that I've calculated
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Quick Thread on Robotaxi Market PotentialAs many of you know, I'm working on my sum-of-the-parts valuation of Tesla, where I value each separate business unit individually. As I have been
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FSD Upgrade Case Study (A Very Long Thread)Dutch EV Lease Operator MisterGreen offered its customers a subscription-based FSD option. Within just 2 weeks, a staggering 20% of its users upgraded.
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