Category Archives: EV Business
Tesla Motors versus the other Car Makers and the future of the Car industry

Should Tesla Motors be the leading or primary car manufacturer? Or should other car manufacturers step up to take a significant role in electric vehicle development, as Tesla is doing? Or should even other start-up car manufacturers participate in the undoing of the incumbent car industry? That’s a set of…
Tesla delays deliveries angering large number of fans, destroying credibility?

On the heels of Tesla’s quarterly financial results released earlier this week, the company notified us reservation holders of an update in our Tesla Model 3 reservation. Eagerly hoping the date had been moved up because they’re promising a 5,000/week production rate, I logged into my Tesla account and was…
Tesla Motors running at a loss for another quarter doesn’t mean Tesla’s imminent collapse into bankruptcy

A whole subsection of the International media exists to tear at Tesla Motors. That’s part of the court of public opinion, the variety of “facts” tossed around that are really interpretations of the information we all receive. This afternoon Tesla released their quarterly financial results, and we don’t have to…
Tesla puts golden handcuffs on Elon Musk for at least 10 years of leadership
Tesla Motors could be profitable today, at the cost of a slower business plan
Chinese Model S auto-pilot crash says we shouldn’t rely on autopilot mode, yet
Tesla’s second master plan is the most audacious thing I’ve ever read – Musk has topped himself

Ten years ago Elon Musk posted the first super-secret Tesla Motors master plan on the company blog. It seemed that nobody remembered he’d done so, because the company is routinely attacked over making playthings for rich people when the plan all along has been to build the Model 3 (affordable 200+ mile…
Tesla Motors to reach 120,000 cars per year production in 2016
Tesla Motors goal 500K vehicles/year in 2018 means an insane growth rate

Today Tesla Motors released its Q1 2016 quarterly financial results. Those results were eclipsed by Tesla CEO Elon Musk’s statement that Tesla Motors is speeding up the production plans. Their new goal is to hit 500,000 vehicles/year production rate by 2018, a full two years ahead of previously announced plans. The…
Geek Squad, Domino’s, etc missing out on a great deal for used Leaf’s

Today the Geek Squad and Toyota announced that Best Buy (the Geek Squad’s operators) is switching from their iconic VW Beetle’s over to Toyota Prius c’s. While this is great for Toyota and Prius sales, it strikes me that an interesting opportunity is being missed. There’s several companies offering services in…
Tesla’s Model 3 will be successful because the Model S is excellently successful – supposedly

Earlier today Tesla Motors released its Q4 2015 financial results. The company claims it has strong sales growth, and now that the Tesla Model X is in production financial results throughout 2016 will improve greatly. Since this continued growth of Tesla as a business depends on growing their car sales,…
Tesla Motors ready to be profitable again now that Model X is in production

Today Tesla Motors released their financial results for Q4 2015, and it’s a mixed bag. The company strongly emphasized strong sales growth for the Tesla Model S, claiming it is outselling the other cars in its class, and that “Cash Flow From Operations” went from hugely negative to hugely positive.…
Does Nissan Leaf sales show we’re waiting for the Bolt? Not necessarily

The January 2016 plug-in electric vehicle scorecard doesn’t look too good. For example, Nissan just introduced the 2016 Leaf with great new features (more range, bigger battery pack, etc) that customers likely wanted. But its sales haven’t taken off, instead sales plunged to 755 Leaf’s for USA in Jan 2016,…
NHTSA proposed Rulemaking on three-wheeled vehicles could put damper on Arcimoto, Elio Motors

The US Department of Transportation is proposing to “Amend the Definition of 3-Wheeled Vehicles”. While the description of the Proposed Rulemaking is something I agree with, if the proposed rules had been in place 10 years ago certain aspects of the Electric Vehicle industry would have been held back. There…