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$TSLA master thread.In case you missed any of the below threads on topics including:Tesla's current & future EV powertrain & battery tech advantages, production growth, operating leverage, Wright’s Law, share
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How can Tesla progress from its current Autopilot product to Robotaxis?1) I think the AP driver assist product is an extremely valuable feature; Human+AP already looks statistically safer than human
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1) Tesla's Autopilot driver assist product is now largely feature complete, but how much further does it have to progress to achieve reliability 3-5x greater than the average human &
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Some thoughts on Tesla’s Autopilot & Robotaxi strategy:1) I believe Tesla has a unique & superior strategy for solving Robotaxis which I categorise as the Intelligence/Data heavy approach, based on
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Cheaper Battery Packs:1) Tesla’s battery pack strategy is very similar to its Autopilot strategy. It is all about vertical integration, software & fleet learning. 2) Tesla’s pack costs benefit from
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1) I don’t think Tesla’s battery day is about CATL, LG or Panasonic or even just Maxwell tech, it will be the reveal of Tesla’s in-house “Roadrunner” cell - likely
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1) Short term $TSLA is all about potential Q2 profit & S&P500 inclusion which can have significant long term implications for Tesla's shareholder base and valuation. But more important for
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