Elon Knows When You Crash

Elon Knows When You Crash
by Roger C. Lanctot on 02-21-2021 at 8:00 am

Elon Knows When You Crash

It’s true. Elon Musk, CEO of Tesla Motors, knows when you crash your Tesla. He just isn’t obliged, in the U.S., to do anything about it. And he’s not alone.

Here it is, 2021 and buyers of cars in the U.S. can’t count on getting automatic crash notification (ACN) included in their next new car.  Even those cars equipped with ACN require

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Morgan Stanley’s Tesla, Ford Misses

Morgan Stanley’s Tesla, Ford Misses
by Roger C. Lanctot on 02-07-2021 at 10:00 am

Morgan Stanley Tesla Ford Misses

Gamestop isn’t the only source of wild stock market gyrations. In fact, one might argue that the crazy valuations gravy train got its start at a humble little car company called Tesla Motors. Tesla’s stock has more than doubled in value from $400, six months ago, to more than $850 today.

Competing, so-called legacy, auto makers… Read More


Amazon Tesla Uber and DoorDash

Amazon Tesla Uber and DoorDash
by Roger C. Lanctot on 12-27-2020 at 6:00 am

Amazon Tesla and Uber DoorDash

As the death toll in the U.S. from COVID-19 approaches 300,000 I am impressed by the resilience of pandemic doubters and deniers. I’m talking about the point-three-percent-ers* who have shifted from calling COVID-19 a hoax to encouraging as many people as possible to get the virus to “get it over with.”

Maybe “impressed” isn’t… Read More


Elon Musk’s Aspirational Automation

Elon Musk’s Aspirational Automation
by Roger C. Lanctot on 11-01-2020 at 8:00 am

Elon Musk Aspirational Automation

Tesla Motors kicked off the release of its latest earnings with news of record results and the release of the company’s Full Self Driving beta. Leading up to the earnings, most attention was focused on whether Tesla will meet its original target of 500,000 vehicle shipments this year in spite of the negative impact of the pandemic.

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Automotive Upate at Arm DevSummit from VW

Automotive Upate at Arm DevSummit from VW
by Daniel Payne on 10-20-2020 at 10:00 am

audi etron

Although our family has down-sized to just one vehicle, my dream car is still a Tesla, both because it’s an EV and they have a vision for autonomous vehicles. At the recent Arm DevSummit I watched a fireside chat with Alexander Hitzinger, CEO of Artemis, the skunkworks at Audi, part of the Volkswagen Group.  I knew that Audi … Read More


Where’s the Value in Next-Gen Cars?

Where’s the Value in Next-Gen Cars?
by Bernard Murphy on 06-17-2020 at 6:00 am

money

Value chains can be very robust and seemingly unbreakable – until they’re not. One we’ve taken for granted for many years is the chain for electronics systems in cars. The auto OEM, e.g. Toyota, gets electronics module from a Tier-1 supplier such as Denso. They, in turn, build their modules using chips from a semiconductor chip maker… Read More


Tesla Driving on the Edge

Tesla Driving on the Edge
by Roger C. Lanctot on 06-03-2020 at 10:00 am

Tesla Driving on the Edge

It’s happened again. Yesterday, on a highway in Taiwan, a Tesla Model 3 plowed into the trailer of an overturned truck. Accounts of the event suggest the vehicle’s Autopilot system was engaged. The failure of the system to perceive the danger ahead and avoid the inevitable collision suggests an “edge case”… Read More


COVID-19: A Pandemic Made for Tesla

COVID-19: A Pandemic Made for Tesla
by Roger C. Lanctot on 05-17-2020 at 6:00 am

COVID 19 A Pandemic Made for Tesla

With Tesla Motors’ CEO Elon Musk spewing accusations of civil rights violations and fascism in the face of restrictions forcing him to keep his Fremont, California factory closed it is tempting to assume that Tesla is suffering through the shutdown with the rest of us. Don’t kid yourself. The COVID-19 pandemic is a crisis tailor-made

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Tesla’s 2019 Turning Point

Tesla’s 2019 Turning Point
by Roger C. Lanctot on 03-29-2020 at 10:00 am

Tesla’s 2019 Turning Point

2019 will be remembered as the year the automotive industry decided to right-size its autonomous vehicle ambitions. Multiple auto makers tempered their vaunted claims for delivering fully autonomous cars within a few years and Daimler Chairman of the Board Ola Kälenius declared in December that the pursuit of autonomous “robotaxis”

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Tesla: Two Heads are Better Than One

Tesla: Two Heads are Better Than One
by Roger C. Lanctot on 02-06-2020 at 10:00 am

Tesla Two Heads are Better Than One

Telsa Motors’ stock skyrockets and all observers are shocked and amazed. The shorts that took a multi-billion-dollar hit then double down with their concerns regarding the German gigafactory construction permits or coronavirus or the company’s ability to create demand or fulfill it.

All of these investors are ignoring something… Read More