The Chinese auto market slumped in November, with an overall drop in sales across the market. Although, Tesla Gigafactory Shanghai posted record numbers during the same month. Some say the news shows Tesla’s electric vehicle dominance in what is the world’s largest auto market, while others are pointing to the automaker’s plans to cut some […]
The “Delivery Wave” At Tesla Is Causing Problems With Logistics, Not Demand
I’ve been monitoring Tesla deliveries for years. My job depends on it. Typically, Tesla vehicle deliveries are concentrated at the end of the quarter as the electric automaker scrambles to make (or beat) “the numbers” predicted by Wall Street analysts. Why? This often acts as a catalyst to increase investor confidence. In turn, the company’s stock […]
Tesla Production Update: 1 Million from Giga Shanghai, 3 Million Total, Australia & New Zealand Get Model Y Deliveries
Both Tesla and its vibrant CEO Elon Musk have posted a few production updates on Twitter in the last few days. Interesting numbers have come forward for Tesla’s overall production and from its factory in Shanghai, China. Tesla has crossed the milestone of producing 3 million electric vehicles to date, a number Elon Musk posted […]
Elon Musk: “Tesla Master Plan 3 Is Going To Fundamentally Be About Scaling”
Tesla held its annual shareholder meeting today. (You can watch the whole thing on YouTube below.) Below are some highlights from the meeting. Overall, like Elon Musk likes to do with these and as I predicted earlier today, it was in large part a reflection on how far Tesla has come in the past decade, […]