I remain excited by their large die castings, aka gigipresses. It seems to me this will lead to better fit and finish (eg. the unforgivable panel gaps).
I support their cradle to grave supply chain integration.
I like that they make their own tech such as chips and batteries.
IIRC, Tesla leads in reducing part count and labor hours.
--
The Bad:
Terrible labor relations.
Psychotic spokesmodel.
Declining brand value.
Reportedly poor quality software.
Bad FSD strategy. No LIDAR, wtf?
--
The Unknown:
Future cost of capital? Tesla previously had some clever sources of revenue. Govt investment, incentives for EVs, selling emissions credits to other OEMs, customer provided capital thru pre-sales. What's Tesla future play?
Tesla could offer auto insurance, capturing some of that idle capital, a la Buffet & Geico.
Employee morale. Compensation thru stock options is fantastic for growth companies. With the recent devaluation, I'd be super pissed and looking for a new gig.
Their rollout of the 4680 battery with new chemistry seems to troubled. This seems important.
Can their reboot of FSD R&D catch up? New team, finally accepting need for LIDAR, etc.
Rollout of Cybertruck seems contingent on 4680 transition. What's plan 'B'?
Will executive board (investors) boot Elon Musk? He really seems like Tesla's ongoing biggest risk, biggest liability. ("Thank you your service, here's your award plaque, now please go away.")
--
The Good:
I remain excited by their large die castings, aka gigipresses. It seems to me this will lead to better fit and finish (eg. the unforgivable panel gaps).
I support their cradle to grave supply chain integration.
I like that they make their own tech such as chips and batteries.
IIRC, Tesla leads in reducing part count and labor hours.
--
The Bad:
Terrible labor relations.
Psychotic spokesmodel.
Declining brand value.
Reportedly poor quality software.
Bad FSD strategy. No LIDAR, wtf?
--
The Unknown:
Future cost of capital? Tesla previously had some clever sources of revenue. Govt investment, incentives for EVs, selling emissions credits to other OEMs, customer provided capital thru pre-sales. What's Tesla future play?
Tesla could offer auto insurance, capturing some of that idle capital, a la Buffet & Geico.
Employee morale. Compensation thru stock options is fantastic for growth companies. With the recent devaluation, I'd be super pissed and looking for a new gig.
Their rollout of the 4680 battery with new chemistry seems to troubled. This seems important.
Can their reboot of FSD R&D catch up? New team, finally accepting need for LIDAR, etc.
Rollout of Cybertruck seems contingent on 4680 transition. What's plan 'B'?
Will executive board (investors) boot Elon Musk? He really seems like Tesla's ongoing biggest risk, biggest liability. ("Thank you your service, here's your award plaque, now please go away.")