This is the current state of global electric vehicle adoption: It is obvious where all of this is heading. It is simply a question of how fast, and who will be the leaders at the end of the day. All data sourced from the WSJ
All posts tagged “tesla”
The productization of housing is set to start in San Jose
Nabr, which I wrote about last year over here, recently announced its first residential project in San Jose’s SoFA district. Named SoFA One, the project is expected to have 125 apartments that will be offered up on a hybrid lease, own, and lease-to-own model. In… Read More
Too many plug types is a problem for EVs
Google Maps recently introduced a new feature that allows you to search for electric vehicle charging stations by plug type. Here’s what it looks like when I tried it here in Toronto: While helpful, it demonstrates two things. One, there are too many plug types… Read More
A new $162 million fund dedicated to climate change
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
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