By mid 2025 every major automaker will be producing great Electric Vehicles (EVs) at scale. If batteries become a commodity, how will Tesla stay competitive? We explore a simple thesis that competitive advantage is not about racing to a single point in the future, but about continual innovation. Over the next 10 years battery technology will improve, autonomy will arrive in some form and new business models will emerge. We explore these trends and ask the question, who is b...

It is the decade during which the electrification of transportation goes mainstream. It is the decade in which big auto move from low production numbers and proof of concepts to scale. By 2030, when people think of a car, they will think of an electric vehicle. What will drive the Electric 20s and what will this decade mean for big auto and Tesla?

Tesla has a grand vision and purpose. But if the organisation cannot survive and achieve profitability, there will be no long term. Can Tesla achieve quarter on quarter profitability over the next 18 months? We evaluate the factors that will affect Tesla’s ability to do this.

The Tesla Future Series is fundamentally about the future of the energy and transportation systems and how we get there. We use Tesla as a vehicle to explore this future and develop some new narratives for this transition. We believe in open, collaborative research - please reach out to us at [email protected].