Neil Cybart 4/12/24 Neil Cybart 4/12/24

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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