making sense of the narrative
November 9, 2021
While on the one hand the IPO of Rivian this week should put a final nail in the coffin of Tesla’s cyber truck project, on the other hand Rivian itself looks like it may be too late to the party Read more…
August 17, 2021
The famous investor Peter Lynch worked on the principle that he invested in ‘things he knew about’ and similarly it often pays to listen to the things around us rather than waiting for them to become ‘official’. WIth that in Read more…
October 12, 2019
Forgive the rather obvious innuendo, but it was in fact intentional by Elon musk to label his cars this way. The point of the post is that as Tesla completes its line up, the cars are losing their competitive advantage, Read more…