This article is Part 4 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here.
The main character in an ICE car is the engine. Car companies spent billions of dollars to make it do more with less, and they are running into decreasing marginal returns. They have to keep spending more and more to keep getting less and less.
"...All of a sudden [snaps fingers] boom, valve is pinched, you can’t find her exclusively in the United States. You can if you’re in Germany; you can if you’re Spain. United States however – nothing..."
Theoretically, two lone nuclear reactors running on small pellets could power the entire planet, safely and cleanly. That’s the promise of nuclear fusion. So, why are we still relying on fossil fuels?
"The launch of these new services will be noisy. There may be some modest headwind to our near-term growth, and we have tried to factor that into our guidance..."
