Tesla Reportedly Cancels Inexpensive Car Project, Tesla’s Master Plan, Part Deux, Friday Q&A
Today's Above Avalon Daily email covers the following topics:
Tesla Reportedly Cancels Inexpensive Car Project
Tesla’s Master Plan, Part Deux
Friday Q&A
We kick things off with my thought’s on Reuters’ article regarding Tesla cancelling its Model 2 project. The discussion then revisits Elon Musk’s revised master plan for Tesla from the mid-2010s. The update concludes with a Friday Q&A and the following questions:
Were Project Titan’s cancellation and the in-house microLED displays team disbandment driven by cost-cutting motives as revenue stagnates?
Why can’t Apple build a battery-powered HomePod or HomePod mini for portable use cases?
Do you think it will take years for Apple Vision Pro to become a meaningful contribution to Apple’s revenue story?
Why didn’t Apple launch Apple Vision Pro with a larger catalog of Apple Immersive Video films?
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Apple’s Transportation Ambition, Tesla 4Q22 Deliveries, Tesla’s Problem
Today's Above Avalon daily update includes the following stories:
Apple’s Transportation Ambition
Tesla 4Q22 Deliveries
Tesla’s Problem
We begin with some words on Project Titan. Two weeks ago, the newest Above Avalon Report, “Project Titan: Apple’s Transportation Ambition,” was published. The discussion then turns to Tesla. The company reported 4Q22 delivery data. We go over the numbers and what Neil views as a problem for Tesla.
Above Avalon membership is required to read this daily update. Members can read the update here.
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