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The narrative that big auto will destroy Tesla as soon as they start taking EVs seriously is starting to fall apart. The whole thread is interesting, not just the teaser. VW management is not just concerned about Tesla's head start in battery technology, but about their lead in...

Still watching this, but figured a high profile interview deserves some discussion.

When it comes to the electronic circuits that power our everyday lives, the automobile is simultaneously the world’s most expensive consumer good and the one that runs on the cheapest possible semiconductor chips. Moore’s law of ever-increasing miniaturization seemingly never reached the...

Ok, it's been a long time since I've done any writing on investing, it used to be a hobby of mine and I wrote a few articles for Seeking Alpha for a bit. This is kind of a fun time to follow Tesla. So far this year the stock has been in a bit of doldrums. The market as a whole is weird and I...

Picture this. You are the CEO of Ford, GM, or Ram. Your bread and butter is trucks. Over the past 2-3 years, Tesla has pretty much demolished the luxury/ premium sedan market in the US and is pretty a pretty nasty hit in the same market in Europe. Now Tesla is entering the truck market. Tesla...