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Most automotive manufacturers that merely assemble vehicles, relying on external suppliers for parts,

Tesla goes a step further by producing its own parts.

But Tesla's innovation doesn't stop at vertical integration.

The company operates across eight distinct business lines, strategically positioned at the intersection of four transformative technological Curves', setting it apart in the industry.

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Birdman

I'd like to see FSD on all cars With the ability to enable it at will. Tesla could charge by the minute ....

JonEmontana

I was skeptical about a photographer I follow in west Yellowstone MT last yr when he bought his model 3. Mainly because it's an ice box in west in the winter. Note he does have an ice vehicle as well that I assume he uses more in the winter. Subaru. Here is his lastest post after 1 yr of ownership; We’ve had our Tesla Model 3 for more than a year now, and driven over 21,000 miles in every weather possible. Despite what the internet may have you believe, it did not explode or die on the side of the road… Here are some things we’ve learned so far. Feel free to ask me anything! • It drives great in the snow. Snow tires combined with AWD and immediate traction control make it feel really solid. • Our efficiency stayed at ~85% over the winter. Having a garage certainly helps, and I probably wouldn’t recommend having an electric vehicle without a garage and 240v outlet if you’re in a cold area. Driving in slushy snow/ice seems to hurt the efficiency moreso than just the cold. • We’ve saved around $1,700 on gas. Combined with the $7,500 tax credit we got, that would be a savings of $16,000 over 5 years. Add in savings on oil changes, brakes, tune-ups, etc. The only maintenance is a yearly cleaning of brakes (because of salt), and cabin air filter at two years. We’ve had no mechanical issues with the car at all. • For normal commuting, we only have to charge the car every few days, usually between a range of 50-80%. Charging happens overnight so we only have to wait on charging for road trips. • We can charge to 100% and make it Salt Lake City in the summer with one 10-15 minute stop on the way down, and a 20-25 minute charge on the way up. Winter driving or very windy days require a bit longer charging stops. • Software updates come every few weeks, with major updates every few months. The last big update even added improved cooling with the A/C, and steering responsive headlights. * Our overall range has been right in line with the 333 miles rated, but we get closer to 400 when limited to 45mph in Yellowstone. The battery degradation is only about 2% so far. • Going 0-60 in ~3.5 seconds still hasn’t gotten old • Tesla service has to be scheduled several weeks out if you do need it, but the mobile tech from Bozeman will actually drive to our house much quicker for certain things if we need them to. • Full self driving is *almost* there, and it’s really only needing intervention for driving too fast or too slow. City streets are now fully AI based, but highways are still on an older version of hard code with some AI. We don’t pay for it, but had a free trial in June. It’s improving constantly but a still has some work to do to feel more natural. I’m expecting a major FSD update in the next few days that is focused on much smoother driving. • Gardiner needs a supercharger for winter trips. There is only one DC fast charger a couple miles out of town, but it’s limited to half the speed of the slowest Tesla SC. There are several slower chargers that do work for overnight charging. Gardiner is on the voting list to get one, but no scheduled build date yet. • Our Subaru has had multiple mechanical issues in the same 20,000 miles we also drove in that over the last year, with the dealer not able to or not wanting to cover things under warranty. Not that Subaru isn’t a great brand overall. • Everything Tesla related is completely overblown in the media. The “major” recall a few months ago was nothing but a change in a warning icon size because people wanted to misuse autopilot. I don’t really care what Elon says or does more than any other major company CEO. He’s not really the one engineering or designing the cars themselves. • I do not believe that EVs should be mandated by the government. Every person can choose for themselves whether it works for them or not. It works for me, it’s extremely fun to drive, and lifetime cost of ownership should be less than a comparable car.

ム尺イ

I still would like to know what a Harris presidency would do to Tesla's future?

RH

Good write-up, thanks

Nik

DOJO. The wild card and hard to value. It is being sold to Xai. Tesla DOJO trains FSD and Optimus, DOJO helps train Grok, Xai now licenses Grok to X and to Tesla in the future. Then you have SpaceX tech with Starlink. Different companies but the synergy is amazing. Neuralink is a slow burner and Boring is... boring.

Nordle

Can anyone confirm whether TSLA makes its own batts?

mrcanning

They make their own for the cars and the powerwalls, right? Hence the Lithium deals with Argentina etc.

Wayne Leahy

James, thanks for what you do. I love Musk and Tesla however I worry about his firms exposure in China. If things turn worse about China how will that effect Tesla? Thanks in advance.