This week, Union Square Ventures, which describes itself as a “thesis-driven venture capital firm,” announced a new $162 million Climate Fund. The thesis for this fund is pretty simple. They want to invest in companies that either provide mitigation for or adaption to the climate… Read More
All posts tagged “tesla”
The case for speculative asset bubbles (and happy new year)
This is an interesting perspective. It is from Fred Wilson’s annual what-happened-this-past-year post: But here is the thing about speculative frenzies – they are generally directionally correct but off in their order of magnitude. And they finance the trend that they are directionally correct about.… Read More
How different is Tesla’s business model?
I have a friend who is a big fan of Tesla. And judging by what’s going on with the company’s stock these days, he is not alone. This morning he sent me this article talking about how Tesla has introduced an entirely new business model… Read More
The car revolution is being powered by software
Frederic Filloux publishes a regular newsletter called the Monday Note. It’s generally all about tech and new emerging business models. His latest post, called “Code, on wheels,” is about Tesla and the software revolution that is currently underway in the car industry. And it’s a… Read More
Comparing ICE vehicle and electric vehicle travel times
While we were doing our West Palm Beach to Toronto road trip last weekend, I started wondering how much longer the trip would be taking had we been driving a Tesla. The drive, according to Google Maps, is normally about 20 hours and 46 minutes.… Read More
Thoughts on Autonomy Day
This past Monday, Tesla held an event for its investors called “Autonomy Day.” It was livestreamed, but if you missed it, here’s the video. It’s almost 4 hours long, though the first hour is just footage of Tesla vehicles driving around. I’m assuming it was… Read More
Boring Company ran a Tesla through its test tunnel
This week Elon Musk’s Boring Company ran a Tesla through its 1.14 mile-long test tunnel in Hawthorne, California. This was accomplished by using a set of tracking wheels that Elon said, “turns a car into a rail-guided train & back again.” Apparently it is safe up… Read More
Is Tesla the new iPhone?
Benedict Evans just published a great post on his blog about “Tesla, software and disruption.” I recommend a full read. In it, he tries to answer whether Tesla is really “the new iPhone” and if it will be as disruptive to the car landscape as some/many people… Read More
Economies of scale in the car and housing industries
Over the weekend I watched this interview discussion between Elon Musk and Marques Brownlee. If it doesn’t show up below, you can find the video here. Elon figures that if Tesla works really hard they could probably come out with a USD 25,000 car in… Read More
Great things that happened on transit
Elon Musk’s apparent distaste for public transit and random strangers prompted a Twitter battle last week. Though for the record, Musk later clarified that he loves trains, most subways and London buses. Transit planner Jarrett Walker retorted that Elon’s views are the “essence of elite projection”. What’s… Read More