Could Apple Turn Tesla into BlackBerry?
A discussion by Gene Munster of Loup Ventures and Horace Dediu suggests Apple could be the most significant challenge to Tesla’s current EV dominance. In fact Dediu believes Apple might turn Tesla into tomorrow’s BlackBerry. BlackBerry was one of the most important...
Tesla Fan Boys are Wrong for their Disdain of Legacy Automakers
Why is it that the Tesla fan believes all legacy automakers are doomed to fail in the race toward an electric and autonomous vehicle future? To the Fan Boys, a winner-take-all, zero-sum-game of Tesla winning while all others lose is the future. TI don not believe...
The Leader is Tesla. GM is a Fast Follower.
GM might be the top company (not named Tesla) best positioned to thrive in a world of EVs, autonomous technology and mobility solutions. The giant profits GM generates from its pickup trucks, SUVs and China allows the company to finance its future of Zero Crashes,...
The Twitter Tesla Investor. Confident and Dismissive
Some of the people I follow on Twitter are Tesla investors. A common trait among these Twitter Tesla investors is supreme confidence in the company and Elon Musk, along with an inherent belief that any other electric vehicle entrant or company developing autonomous...
Electric Vehicles are the Future. But…
Many believe EV's will be the future of the automotive landscape. So do I. Many also believe Tesla will be the primary winner in this EV future. I'm not so sure about that part. The EV game will not be a zero sum game with Tesla winning and all others losing....
Why I Finally Bought Tesla Stock
I’ve started a newsletter, the TaaSMaster Newsletter, focused on investing in companies driving what could be an $8 trillion industry. The most recent newsletter topic discusses Tesla stock and why I finally decided to acquire shares in the company. Check it out HERE....
My Take on Tesla’s Battery Day
It's a big deal, irrespective of the short-term impact on the stock price I’m a long Tesla shareholder who does not get too worked-up around the short-term gyrations of what is a very volatile stock. Battery Day didn’t seem to excite investors, with the Tesla stock...
The Players in the Mobility Space
During a Prof G Show podcast (by Scott Galloway), NYU professor, Arun Sundararajan, gave his opinion around which entities will drive the mobility space (a space that I'm defining as transportation-as-a-service with self driving vehicles). Sundararajan believes the...
Electric Vehicle Technology that even Tesla Does Not Have
On the heels of the General Motors - Nikola partnership announcement, today we learn that GM has developed a wireless battery management system that's a "first in any EV anywhere," according to IEEE Spectrum. Not even tech-forward Tesla has this technology. Instead of...
Ignore General Motors at Your Peril
While Tesla gets lots of attention, GM has been building electric and autonomous vehicle capabilities over many years that seem to be missed by many. Now that the GM-Nikola partnership has been announced, maybe GM will begin to get some investor credit for its...