Jason Badeaux

Tesla is by far the most advanced in releasing an FSD package, announcing in early 2020 that it had completed over 5 billion kilometers of testing under autopilot, against just 2 million miles over the past two years by its nearest competitor Waymo (backed by Google).

Since 2017, Tesla’s capital expenditure per incremental unit of capacity has improved from ~$84,000, when the Model 3 was ramping, to ~$7,700. While these improvements indicate that Tesla could continue to increase margins, the more important takeaway is that capital no longer is a bottleneck limiting its growth. Instead, Tesla should be able to... See more

Tesla’s vision is simply batteries everywhere, for everything, all the time. And that means Tesla is going to need to produce a lot of batteries.

Adjusted for inflation, the cost of owning and operating a new vehicle hasn’t budged since the Model T rolled off the first assembly line in 1934: $0.70 per mile.

Is the cosmic compulsion for disorder matched by an equally powerful compulsion for order, structure, and organization?

This Tesla plant provides the equipment, space, and technology needed to manufacture everything the company provides. That includes electric cars, lithium-ion battery cells, solar panels, and much more. The Gigafactory allows for faster production and eliminates extra costs of shipping parts to different locations for assembly. As Tesla’s own... See more