Tesla ($TSLA)
Investment notes regarding $TSLA.
Telsa is a multifaceted company with products, services and software for battery electric vehicles (BEVs), energy generation and storage, manufacturing, robotics and automation. Tesla not only builds the machines but often builds the machines that build the machines, as in, the factories that allow them to produce millions of products with unprecidented efficiencies.
Tesla is the electric car manufacturer with the highest profit per vehicle and the highest quality product.
Tesla's vertical integration gives the company an unfair advantage over any company that might be considered a competitor. Vertical integration has the following benefits:
Unlike most Internal Combustion Engine (ICE) Original Equipment Manufacturers (OEMs) Tesla does not have a dealership network and retains all of the profit from each car sold.
Tesla can control the vast majority of its own supply chain.
Tesla can build its cars with parts that are common among different models allowing economies of scale across the different models in Tesla's product line.
Tesla is reinventing vehicle manufacture from the ground up.
Tesla is creating new methods of manufacturing previously considered impossible by legacy OEMs. Gigcasting is one such method.
Tesla's approach to self-driving vehicles is unique.It is using nueral nets, an artificial intelligence (AI) method, to train their fleet of cars to navigate the real world by the system "learning" by processing video using artificial vision. For example, the system is not explicitly told where the lanes of the road are or what a stop sign is. The system observes other drivers and imitates the successful actions of the better drivers on the road.
Tesla's energy product lines includes the generation of electricity with solar panels and roofs and the storage of electriicty in betteries.
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