Investors are not properly calculating the profits from increased Tesla Cybertruck sales in 2025. Tesla will be making 200,000 to 300,000 Cybertrucks in 2025 and they will each sell for twice as much as a model Y. They will have three times the profit at $24000 vs $8000 for a model Y. Megapack Energy profits …
Ilya Sutskever, X-Chief Scientist at OpenAI has created a new startup Safe Superintelligence. Ilya was the Chief Scientist at OpenAI and enabled OpenAI to become the leader in Artificial Intelligence. Sutskever has made several major contributions to the field of deep learning. He is notably the co-inventor, with Alex Krizhevsky and Geoffrey Hinton, of AlexNet, …
BYD passed Ford as the world’s fourth best-selling auto brand in August, Ford’s sales dropped in Europe and the US, market research firm TrendForce said in a report today. BYD could reach 8-9 million China sales in about 4 years (2027). BYD is dominant with plug in hybrid but as China electrifies the plug in …
BA Rehl and presumably Youtuber Common Sense Skeptic make the following claims: 1. Starlink won’t be profitable and will fail. It needs to be in a higher orbit. 2. Starship won’t become operational and won’t complete Artemis 3. 3. CyberTruck will not exceed 50k units/year, 250k total. 4. Tesla facing bankruptcy by 2027. Youtuber Common …
There is another relatively thorough attempt to analyze SpaceX revenue. Payload Space underestimated Starlink revenue in October 2022 for 2022 at less than $1B and then had to revise up $1.87B. They are still underestimating for 2023 but it is relatively up to date if SpaceX is unable to really scale Starlink monthly dish production …
Auto Expert Cory Steuben of Munro Associates has insights from a partially constructed Tesla Cybertruck. He says that it has maybe 20 parts in the front frame section versus hundreds of parts for Rivian. He describes many construction similarities to the Gigatexas Tesla Model Y. If Cybertruck is like a 30% larger Tesla Model Y, …
A SpaceX board member discusses the SpaceX Starship launch on the All in Podcast. Antonio Gracias is the Founder, Managing Partner, and Chief Investment Officer of Valor Equity Partners. Antonio founded Valor in 2001. He has over twenty years of experience in private equity investing. Antonio currently serves as Lead Independent Director at Tesla Motors …
The concept of Singularity is popular for futurists and for science fiction writers. However, it is very vague. It is an intelligence or technology “explosion”. What does that mean? We don’t know. How do you measure it? I have a proposal. I think it is more useful to define and quantify a Singularity as a …
Statistics Canada reports total population growth increased by 776,217 people in the first nine months of 2022. Between October 1, 2021 and October 1, 2022, Canada added 865,882 people – increasing the total population from 38.43 million to 39.29 million people. If the same or higher growth rate is also seen in 2023, Canada could …
There has been great concern for Tesla shareholders that there are problems with Tesla’s future growth. There has also been a large drop in share price from the peak share value early this year. The whole stock market is down. Technology and growth stocks have been sold off more than other stocks. In a global …
Here is a link to my Twitter space on Tesla for 2023. The main presentation and discussion starts 10 minutes after the Twitter space starts. Yes, Tesla and markets are way down but Tesla is setting up for a very strong 2023. There are large boosts to Tesla profits from full self driving sofware, inflation …