This Week in Startups $TSLA earnings breakdown & 2022 IPOs to watch with TechCrunch's Alex Wilhelm | E1371
Jan 28, 2022
Alex Wilhelm, Senior Editor at TechCrunch, joins the hosts for an insightful dive into Tesla's impressive Q4 earnings, including their growing supercharger network and production milestones. He discusses the current state of the IPO market, expressing concerns that the window is now closed for many startups. The conversation shifts to anticipated 2022 IPOs like Stripe, Discord, and Reddit, where Alex shares predictions and insights about their potential success. This lively discussion blends financial analysis with the latest in tech trends.
AI Snips
Chapters
Books
Transcript
Episode notes
Tesla's Margin Coup
- Tesla's shift to producing more Model 3s, a cheaper car, has surprisingly not hurt their automotive gross margins.
- This demonstrates excellent manufacturing and sourcing efficiency, defying expectations.
Tesla's Vertical Integration
- Jason Calacanis recalls visiting the Tesla factory and observing their emphasis on building components in-house.
- This vertical integration, while initially expensive, now contributes to their efficiency and cost savings as seen in the monitor and HVAC systems.
Tesla's Supercharger Network
- Tesla's Supercharger network is a key advantage, growing significantly year over year.
- This extensive charging infrastructure addresses range anxiety, a major barrier to EV adoption, making Tesla more appealing.
