Tesla Reportedly Cancels Inexpensive Car Project, Tesla’s Master Plan, Part Deux, Friday Q&A

Today's Above Avalon Daily email covers the following topics:

  • 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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Apple’s Transportation Ambition, Tesla 4Q22 Deliveries, Tesla’s Problem

Today's Above Avalon daily update includes the following stories:

  • Apple’s Transportation Ambition

  • Tesla 4Q22 Deliveries

  • Tesla’s Problem

We begin with some words on Project Titan. Two weeks ago, the newest Above Avalon Report, “Project Titan: Apple’s Transportation Ambition,” was published. The discussion then turns to Tesla. The company reported 4Q22 delivery data. We go over the numbers and what Neil views as a problem for Tesla.

Above Avalon membership is required to read this daily update. Members can read the update here.

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The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Daily updates are 2,000 words and sent via email Monday through Thursday. Updates revolve around the following topics:

  • Apple business and strategy analysis.

  • Neil’s perspective and observations on current news and Apple competitors.

  • Neil’s Apple financial estimates.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to.

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