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
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
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
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
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
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