Tesla Is So Much More Than An Automotive Disruptor


OCT 17 2017 BY EVANNEX 17

Tesla Solar Roof

Tesla Solar Roof (Textured Glass)


Famed Apple analyst turned Venture Capitalist, Gene Munster at Loup Ventures, recently attempted to answer Wall Street’s burning question — isn’t Tesla just another car company?

Munster’s answer: “Tesla is not (just) an automaker. Nor is it (just) a battery, solar, or software company. It’s is an agent of change. Its mission is to accelerate the transition to sustainable energy – and its story is about engineering a different future. Each move the company makes lends itself to a higher-order goal, and, as you zoom out, the picture becomes clearer.”


Model S and Model X at the factory in Fremont, California

Munster elaborates, “Tesla seems fine with investors and the public thinking they are an automaker. Musk knows that his ambitions to manufacture electric vehicles, develop autonomous driving software, double the world’s output of lithium-ion batteries, be the largest solar panel installer in the U.S., and modernize energy production, storage, and consumption, must be executed in steps, each building on the last.”

Elon Musk took a uniquely Silicon Valley approach to building the company.

“Tesla, like others in technology today (e.g., Amazon), is attacking non-tech sectors with a thoughtful, albeit unconventional, commercialization plan. If your goal was to accelerate the world’s transition to sustainable energy, you might get a degree in chemistry or electrical engineering, go on to study environmental engineering or law, assert yourself as an expert in the field, create an interest group, lobby congress, get approved to test a project; you get the picture.”

*This article comes to us courtesy of EVANNEX (which also makes aftermarket Tesla accessories). Authored by Matt Pressman.


Home with Tesla’s Solar Roof, Powerwall, and Model 3 (Image: Tesla)

But, Musk’s approach is wholly different:

“Tesla, however, figured that [the] most efficient way to exact the greatest change is with a consumer-facing, product-focused approach. Maybe people would drive an electric car if it were faster, safer, and sleeker than the one they owned. Maybe people would put solar roofs on their homes if they looked great and were more durable than traditional materials. People are drawn to better products; not [only] to intangible environmental and sustainability benefits.”

That said, Munster notes that Tesla’s “goal is not to help the rich save on their energy bill or give them a fun car to drive… There is no agenda or desire to sell to wealthy customers only – it is a necessary step in the economics of scaling up operations.”

He cites co-founder and CTO JB Straubel who said, “we work incredibly hard every chance we can to reduce cost. Most of our effort is focused on how do we reduce cost so that we can grow volume and reach a broader customer base.”

Above: Munster discusses the company’s ability to scale, Model 3 compared to Camry, and advantages over legacy automakers (Youtube: Benzinga)

Each of Elon Musk’s disparate initiatives for the company is simply, “Tesla’s building blocks to re-engineering the future.” Munster concludes, “The faster Tesla reaches economies of scale in its existing businesses, the sooner we could see Tesla tackle these important issues, extend its operations to their fullest potential and, most importantly, further accelerate the transition to sustainable energy.”


*Source: Loup Ventures

*Editor’s Note: EVANNEX, which also sells aftermarket gear for Teslas, has kindly allowed us to share some of its content with our readers. Our thanks go out to EVANNEX, Check out the site here.

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17 Comments on "Tesla Is So Much More Than An Automotive Disruptor"

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The “big picture” intent of Elon and his companies are lost on many folks who simply don’t get it. Sure, Elon is eccentric and only human. Nobody is perfect. Business folks don’t get it cuz it’s not all about the bottom line.

That’s what’s wrong with business.
Capitalism, without a social good is EVIL.
Like Facebook/Twitter taking Russian $$$MONEY$$$ to throw the US Election. You can always justify immorality with the money argument in business.
Or, Round Up Polluting all the worlds honey.

While likeable enough, Mr. Musk has been burned a few times. Besides the recall issue which ruffles so many feathers here ( I think it was a headline that said “Tesla: We don’t do Recalls”, so if the newspaper got it wrong I didn’t see any rush by Tesla to correct it), he also got into trouble when saying “LET ME RUN DETROIT” – when Mr. Musk’s track record has not been one of extremely high profitability. Lately the Detroit companies seem to be making an adequate amount of profit, something Musk could NEVER claim, of course in fairness to him that is not his business model. As long as Wall St. Loves Tesla, and there are no crashes, etc, Tesla has nothing to worry about, and seeing as Mr. Musk has ALREADY cashed in (making 15X what any other automotive CEO has), he obviously has nothing to worry about personally no matter what transpires. But the general tenor of this article is correct – just as Bob Lutz got GM off the dime and forced adoption of production middle class electric cars (6-7 years before Tesla – in fact!) – Tesla’s affordable vehicle STILL as of this writing is… Read more »

Tesla’s Extreme Profit is hidden in it’s Geometric Growth of Assets, which you can see on it’s balance sheet.

Bill, you must be the Minister of Misinformation. As Chief Executive Officer and Chairman at TESLA INC, Elon Musk made $45,936 in total compensation. Of this total $45,936 was received as a salary, $0 was received as a bonus, $0 was received in stock options, $0 was awarded as stock and $0 came from other types of compensation.

I’m not talking about salary. No further comment. I don’t like being called a liar.

Evanex ?rolling my ?

They look closed to me…

Personally, i hate this type of company talk up. Every time someone say a company is much more that it really is i remember Enron or more recently the 3D printing stocks. I don’t want to see Tesla discussed in such way.

What a well-balanced ad-ticle.

Can’t wait for the sequel; I suggest the title “Elon Musk is not merely a man”.

“What a well-balanced ad-ticle.”
“Can’t wait for the sequel; I suggest the title “Elon Musk is not merely a man.”

Well you made it almost 3 weeks since reinstatement, we thought it might work out. You know full well InsideEVs doesn’t have any sponsored ‘article ads’, as we have said many time in the past.

As noted, you are on a ‘zero-tolerance’ policy now for any slander on the site (basically you are out of rope) – we aren’t not going to let it get out of hand again. So going to ‘nip this in the bud’ right here, knowing full well where this will eventually lead.

So consider this your last warning, we would suggest letting other people do any of the future complaining about our content…because the next site-level slander from you (of any kind), will be your last here forever.

Well, Jay. I did and my comment was removed.

May be you should listen a little bit more to your readers. We may not always use the best way to express our views on Evannex content, may be you should explain to us the value of those bias piece.

These pieces from Evannex are almost “fake news”.

Indeed we did remove it (and as always, we will explain that reasoning if someone returns to the thread to ask why). We are honestly happy to take suggestions and feedback on the articles you want to see, and the ones you don’t…and the “why” you think it should not be here. We encourage that, regardless if we agree or not. We don’t censor or moderate anything like that, and if you look back, you often can find that sort of comment about pieces that people aren’t please with to verify that stance. So, it is no problem at all – we can handle criticism, sometimes it is warranted, we certainly aren’t perfect…and that is how we get better. But as for your comment specifically…it started by expressing your displeasure (totally fine), but then “zinged” the site, accusing it for some profiteering angle (that doesn’t exist). There are basically only two things that can get a comment moderated, and site-level slander is number 1 (number two is oft-repeated, singularity of purpose, spam/multi-thread hijacking). It isn’t something we even grade on the seriousness of before we moderate, it is 100% zero tolerance. And it is a policy that won’t be changing.… Read more »

Thanks for the answer, and no I don’t take it personally. It’s your site, it’s your reputation you put on the line. In the past InsideEV signature was having a balanced approach to EV, these Evannex pieces are all but balanced.

But you didn’t answer my question. Why are we seeing such an influx of questionable piece from Evannex here? These “cult follower” piece are sub-par InsideEV they don’t really promote the proper facts or heavily edit facts that would undermine Evannex position.

I have been an active reader here for more then 3 years and lately we see a change and a surge of those “Op-ed”. Even giving those pieces the tag “Op-ed” is pushing it.

Maybe they post them because people read them. If you are against Evannex why not just skip reading the article?

Or I can find another place to find my news update