x.com/i/article/1795…

Check out our weekly newsletter for our thoughts on the recent Tesla Supercharger developments!

Vehicle affordability matters.

Since the Fed began tightening in 2022, US auto discounting ratios* have risen as OEMs attempt to offset rising interest rates and maintain vehicle affordability.

*% difference between average transaction price and MSRP.

In addition to its cost-effectiveness, nuclear power provides a reliable, continuous, carbon-free supply of energy. Read the full blog from Research Associate Daniel Maguire to learn more.

It looks like FSD is now trending at ~4-6 million miles per day, up from ~2.5 million. No longer constrained by compute,Tesla appears to be leveraging this *significant* data advantage with accelerating FSD software updates.

Summary and also a treasure map for research:

Nice to see a nod to a future ride-hail app. Stay tuned for our updated Tesla valuation model in the coming weeks... 👀

Updated.

Will be interesting to see the FSD take rate implications…📈

Brainstorm Ep 42 with @grousARK and Daniel Maguire:

-The nuclear cost decline that could have been
-Shifts in the EV industry

Thank you Public for helping produce this!

Vertical wall forming at the tail...now that Tesla is no longer compute constrained, it can fully leverage its data advantage…what a wild day!

1/ Pay attention to this. Clearly today's reporting and subsequent market reaction was yet another sign that I think many analysts are not factoring in the autonomy opportunity into Tesla price expectations.

Tesla Robotaxi unveil on 8/8

Nuclear energy could contribute meaningfully to securing net-zero emissions. Daniel Maguire explains in our new research blog. arkinv.st/3xrplwl

For those who want it in meme form:

Regulation can kill innovation.

See our new blog on how regulatory hurdles and anti-nuclear sentiment caused cost overruns of ~$345 billion in the development of US nuclear plants - rendering nuclear energy less cost-competitive than natural gas today.

arkinv.st/4aHVkqu