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So, in short, Master Plan, Part Deux is:

Create stunning solar roofs with seamlessly integrated battery storage

Expand the electric vehicle product line to address all major segments

Develop a self-driving capability that is 10X safer than manual via massive fleet learning

Enable your car to make money for you when you aren't using it

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 gr... See more

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).

Tesla may be a car company today, but Tesla won’t be a car company in 15 years. Rather, Tesla will be a full stack, vertically integrated clean energy company. They may still produce cars, but cars will represent a fraction of total profits.

This is where Professor Jeff Dahn Of Dalhousie University comes in. He and his team partnered up with Tesla in 2016 to create the Tesla Advanced Battery Research division. Their primary goal is to make batteries last longer, they also aim to increase energy density and decrease costs. Prof Dahn recently published a study showing the world the fruit... See more