- 69 Shades of Tesla
- Posts
- 🚀 Is Roadster immaterial to Tesla?
🚀 Is Roadster immaterial to Tesla?
Plus: Elon's Italian affair, BYD hunting, Polestar fundraise and more
Hey S3XY 🧤, Many are arguing over diversion of resources and talent on something which will be forever be immaterial to Tesla’s Balance Sheet, the “Roadster“.
Yes and no; in the hindsight it wouldn’t contribute in terms of absolute financial numbers but talk halo effect baby.
Major automakers collectively pour in multi billion dollars on advertisements per year. So as to create that costly brand awareness which until now came only with time and money apart from 100 other things one needs to get right, Tesla has found this subtle art of creating brand awareness organically with Cybertruck and Roadster.
And some other highlights from today’s letter 📨:
Balaji calls Elon greatest.
Treehouses near Giga Berlin.
Model Y leading European charts.
Sanctuary AI’s new bot video.
Let’s take a dive..👇🏻

$TSLA CHART
MARKET CAP 🤑 | 643.46 B |
---|---|
AVG VOL(30D) | 108.00 M |
VOLUME | 99.81 M |

TESLA BULLETS
Hunt on for next Giga: Italy in talks with Tesla, Chinese carmakers in search for second auto producer in the country.
FSD marksheet: This is the most impressive analysis of Tesla’s FSD and comparison of latest version with previous ones.
Tesla powered cars: Every car might have “Tesla inside” in few years according to this billionaire money manager.
Good Roadster - Bad Roadster: If you are one of those who think why Roadster Elon? This point of view might answer some of your questions.
Gone: Peter Blades, lead interior designer at Tesla leaves to work for aviation startup Skyryse.
Giga Berlin: Climate activists trying to block expansion plans by occupying forest area near factory.
Bidding wars: Porsche dealer might have bought Cybertruck off auction for $244000!
Googling Teslas: Tesla Model 3 is most searched car model in the last six months in the U.S.A.
Lawsuit on the way: Tesla could face another lawsuit on the ground of racism.

WHISPERS
To all pro advertisement stockholders of Tesla.
It’s thoughtful!
A) Tesla can spend on advertising.
or
B) Tesla can design the most mind-blowing sports car ever + challenge their engineers + increase their profits + get tons of free advertising that money can't buy.
— ALEX (@ajtourville)
6:23 PM • Feb 28, 2024
Morgan Stanley’s Adam Jonas on Apple cancelling their EV dreams.
Morgan Stanley's Adam Jonas on Apple canceling their EV:
— Sawyer Merritt (@SawyerMerritt)
3:46 PM • Feb 28, 2024
Andrej Karpathy, an AI thought leader on “Elon and Tesla”.
Andrej Karpathy on the most important thing he’s learned from Elon Musk:
— Brian Ji (@BrianJJi)
5:42 AM • Feb 29, 2024
Best selling battery electric vehicle models in Europe. Tesla leading with huge gap.
Europe's best-selling BEV models. 🇪🇺
The Tesla Model Y impressively extended its lead. Even more insane if you consider the price of the models.
Overall, BEVs grew 28% from 2022 to 2023, while PHEVs lost 3%.
— Roland Pircher (@piloly)
7:02 PM • Feb 28, 2024
Why is Elon Musk greatest founder of all time?
Balaji edition.
Hardware is hard.
That’s why Elon is by far the greatest founder of all time.
Remember — countless startups die just while trying to put stationary beige boxes on desktops. Very smart people get crushed by supply chain disruptions, or China tariffs, or lockdowns, or shipping… twitter.com/i/web/status/1…
— Balaji (@balajis)
9:49 AM • Feb 28, 2024

INDUSTRY FILES
Bots are coming: Sanctuary AI’s bot Phoenix is now autonomously completing simple tasks at human-equivalent speed.
Godspeed for now: Li Mega’s - CATL Qilin charges 10-80% in less than 11 minutes.
Handshake: Volkswagen further solidifies its partnership with Chinese auto major Xpeng to launch 2 EVs in China.
Fundraise: Gelly backed EV maker Polestar secures almost $1 billion in debt financing.
Chinese expansion: BYD hunting for plant location in Mexico.
Recall: General Motors recalls over 56000 pickups on unexpected braking. Phantom braking Teslas!?
New entry: Xiaomi could start its first EV delivery as soon as April.
Backsteps: Aston Martin delays launch of its first electric vehicle until 2026.

QUIZ TIME

Which Electric Vehicle maker’s current CEO had been Vice President at Tesla in the past? 🧐
Rivian
Lucid
Polestar
Nikola
Click here 🙋🏻 to know the answer.

BEFORE YOU GO
🕵🏻♂️ This day in history: Hattie McDaniel becomes the first Black Oscar winner for her role as “Mammy” in Gone with the wind.
🐶 Aww: Someone truly said, a true friend leaves paw prints on your heart.
🍕 Just in case: You were wondering about pizza while in middle of the ocean.
📐 That’s cool: Watch some next level geometry here.
🤔 That’s thoughtful: What would you do if you weren’t afraid? ~ Sheryl Sandberg, her best interview here.

Honey, I am smelling some possessive bitch vibes here. 🤣 Come on…share me with your friends and spread some love along the way…🫶🏻
You currently have {{rp_num_referrals}} referrals; only {{rp_num_referrals_until_next_milestone}} away from helping us plant {{rp_next_milestone_name}} on your behalf and building a better planet 🌎 for generations to come.

NOTE: Clicking on above button “Share to Plant“ will take you to our website with your custom referral link. You just need to share that website with your loved one and upon their successful subscription, you will earn that referral.
Or simply copy and paste this custom referral link to your friends:
{{rp_refer_url}}

ALL ABOUT STARS
Wanna speak your heart out? 👉🏻 Click here

Disclaimer: Not Financial Advice The information provided in this publication is intended for informational and educational purposes only. It is not intended to be, and should not be construed as, financial advice or a recommendation to buy, sell, or hold any specific stock or investment. We are not financial advisors, and the content provided here does not take into account your individual financial situation, risk tolerance, or investment goals. The stock-specific information presented in this publication is based on publicly available data and research, but it may not be up-to-date, complete, or accurate. While we may hold some of the stocks mentioned in our own portfolios, our opinions and views are not endorsements, and we do not have a financial interest in promoting any specific stock or investment. Investing in stocks involves a high degree of risk, and past performance is not indicative of future results. You should always conduct your own research, consult with a qualified financial advisor, and consider your unique financial circumstances before making any investment decisions. The opinions and views expressed in this publication are those of the author(s) and may not reflect the views of all contributors or the organization. We do not endorse or promote any specific stock or investment. You are solely responsible for your investment decisions, and you should carefully consider all available information, including potential risks, before making any financial commitments. We disclaim any liability for losses or damages resulting from reliance on the information presented in this publication. Please consult with a qualified financial professional before making any investment decisions.
If this email is forwarded, SUBSCRIBE HERE