In this presentation, I analyze Tesla.

1. Anuraag Bhusari

2. What problems does Tesla solve?
● Climate Change
● Cost of ownership in gasoline powered cars
● Product is the same for as long as you drive it

3. Model S
390 miles (est.)
Model 3
353 miles (est.)
Model X
340 miles (est.)

4. Software Features
Autopilot

5. Data from Tesla Financial Statements (2008-2020) - macrotrends

6. Business Model - Electric Vehicles
Data from Forbes

7. Business Model - Software Features
Data from Forbes

8. Business Model - Regulatory Credits
Data from Forbes

9. Timeline

10. Full Self-Driving
Capabilities

11. Competition
Competitors
Software Features Batteries Longest Range
(for sedans)
Tesla
GM
Ford
Porsche

12. Will Tesla succeed or fail in the future?
● In the next 5-10 years, Tesla will succeed.
○ 3-4 years ahead of other companies in software.
● Uncertain if Tesla will be the top car company in 20
years….

13. Resources
1. https:/
/hbr.org/2020/02/how-tesla-sets-itself-apart
2. https:/
/www.wired.com/2010/06/tesla-ipo-raises-226-1-million/
3. https:/
/www.quantcast.com/blog/tesla-model-3-%E2%80%92-an-electric-car-for-the-masse
s-or-still-the-select-few/
4. https:/
/www.tesla.com/blog/introducing-software-version-10-0
5. https:/
/www.macrotrends.net/stocks/charts/TSLA/tesla/financial-statements
6. https:/
/www.cnn.com/2020/05/13/business/tesla-profit-outlook/index.html
7. https:/
/finance.yahoo.com/news/ev-regulatory-credits-why-tesla-113115520.html
8. https:/
/www.forbes.com/sites/greatspeculations/2020/07/23/behind-teslas-profits/?sh=66
d9705793e6
9. https:/
/dashboards.trefis.com/data/companies/TSLA/no-login-required/8Slvmvrv/How-Do-
Tesla-s-Software-Sales-Impact-Its-Gross-Margins-?fromforbesandarticle=trefis200723
10. https:/
/www.thestreet.com/technology/history-of-tesla-15088992
11. https:/
/www.businessinsider.com/tesla-autopilot-full-self-driving-subscription-early-2021-
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