Tag: EVs

The Battery Is Key To The EV

The Battery Is Key To The EV

Our view is that the key to an EV's success is an inexpensive and reliable power source. That power source is of course batteries. Thus, if one tries to gauge who the EV OEMs of tomorrow may be, look no further than the current crop of EV Battery suppliers. For it would be far easier … Continue reading The Battery Is Key To The EV

Why Would Anyone Follow Elon Musk Into Battle?

Why Would Anyone Follow Elon Musk Into Battle?

Tesla CEO Elon Musk (not a founder as he claims) admitted he does not enjoy being CEO today in the SolarCity trial. The Teflon will eventually wear off of pied piper Elon Musk. Mr. Musk was accused of fraud by the SEC in 2018 and was subsequently in violation of his SEC settlement. Mr. Musk … Continue reading Why Would Anyone Follow Elon Musk Into Battle?

Instagram, Stagflation, EVs and More Cyberattacks

Instagram, Stagflation, EVs and More Cyberattacks

Instagram is on to APIs. Biden's budget implies stagflation. EV poster child Elon Musk will benefit from Biden's spending plan beginning in 2023. Ransomware attacks continue to expose the fragility of our legacy technology systems. Last month we wrote about API strategy. Instagram (tkr: FB), recently opened its platform via APIs to enable Instagram messages … Continue reading Instagram, Stagflation, EVs and More Cyberattacks

EVs, Musk, Biden and Homer Simpson

EVs, Musk, Biden and Homer Simpson

Joe Biden's EV fever dream can't become reality without the U.S. investing heavily in nuclear energy. Are Americans ready to have that conversation? Electricity comes from the wall unit of course but what is the source of that current? We updated our electricity source table (below), courtesy of the U.S. Energy Information Administration. Natural Gas, … Continue reading EVs, Musk, Biden and Homer Simpson

Biden’s Climate Plan Is A Tax On Companies And Individuals

Biden’s Climate Plan Is A Tax On Companies And Individuals

Biden's 10-Year Climate Plan - which the Administration is pursuing without the approval of Congress - will tax American companies and citizens. We expect: more bogus carbon offsetting programs across all industries (including Technology), higher consumer energy prices and job losses for Americans. This centralized government power grab is also sure to create enormous fraud … Continue reading Biden’s Climate Plan Is A Tax On Companies And Individuals

The Blood Is On Elon Musk’s Hands

The Blood Is On Elon Musk’s Hands

Elon Musk is happy for prospective Tesla customers, sell-side analysts, buy-side investors and his Twitter followers to believe that Tesla vehicles are fully autonomous when that could not be further from the truth (see our earlier article regarding Autonomous vehicle permits). This fallacy helps promote the narrative around Musk as a genius entrepreneur (newsflash: Musk … Continue reading The Blood Is On Elon Musk’s Hands

A Breakdown of Biden’s $2.3 Trillion Green New Deal

A Breakdown of Biden’s $2.3 Trillion Green New Deal

If you believe that the Federal Government is an efficient capital allocator you will love Biden's "infrastructure" spending program. Similarly, if you are a "GreenTech" executive or entrepreneur, this massive spending program is shaping up to provide a long-term tail wind. Government officials will have trillions of newly printed capital to play with. Slim chance … Continue reading A Breakdown of Biden’s $2.3 Trillion Green New Deal

Electricity In An EV World

Electricity In An EV World

Electric Vehicles are all the rage even if they are a fraction of total global unit sales. We decided to look at how electricity is produced in the U.S. to get a sense as to how electricity may be generated in the near future. Here are the major sources of electricity production in the U.S. … Continue reading Electricity In An EV World

There Is Only One Elon Musk

There Is Only One Elon Musk

The "Pretender" auto companies will likely fail because they don't have Elon Musk. While we have been critical of Tesla's corporate governance, there is no denying Elon Musk's persistence. Musk's level of persistence is rare. It is highly unlikely that the Pretenders (NKLA, NIO, RIDE, WKHS) have an Elon Musk among their senior ranks. The … Continue reading There Is Only One Elon Musk

The Electric Vehicle Bubble

The Electric Vehicle Bubble

The Electric Vehicle ("EV") valuation bubble is one of many asset bubbles enabled by dovish fiscal and monetary policy and pursued by speculators (both retail traders AND large asset managers such as Fidelity). The EV bubble seems to be largely driven by the presence of a large total addressable market ("TAM") regardless of whether it … Continue reading The Electric Vehicle Bubble