Tesla Learns To Dance To Elon Time
Credit to Author: Paul Fosse| Date: Fri, 31 Jan 2020 02:23:37 +0000
Published on January 30th, 2020 | by Paul Fosse
January 30th, 2020 by Paul Fosse
After the Tesla earnings call, I was thinking, what has really changed? Sometimes the questions are more important than the answers. Consider what we learn from examining the following questions that most investors had 2 years ago as the Model 3 production ramp began:
I don’t mean to suggest all the questions in investors minds are answered. We are all curious to hear what Tesla has to say about batteries in April and the one big question that lingers is: When will Full Self Driving be released? Elon said last night in ~3 more months, but this is the one timeline that Tesla has continued to miss, even as it has learned to meet and even beat the other deadlines. Manufacturing is hard, artificial intelligence software is harder.
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Paul Fosse A Software engineer for over 30 years, first developing EDI software, then developing data warehouse systems. Along the way, I’ve also had the chance to help start a software consulting firm and do portfolio management. In 2010, I took an interest in electric cars because gas was getting expensive. In 2015, I started reading CleanTechnica and took an interest in solar, mainly because it was a threat to my oil and gas investments. Follow me on Twitter @atj721 Tesla investor. Tesla referral code: https://ts.la/paul92237