Master Plan 2 description brings Tesla(Motors) in the next decade of investments and business models. It is interesting to look at what’s behind this announcement (…maybe)
Few months ago the Model 3 presentation astonished the world of passionates and customers with more than 400.000 reservations in few weeks. The presentation came after weeks of rumors about the suspected Model 3 delay… even if clients will get their cars not earlier than late 2017. I was wondering on how Tesla would have kept the attention to their business (and the stock price) for such a long time.
The masterplan 2 is the next step, only few days before the opening of the Gigafactory in Nevada, pushing the boarder much further than followers would expected. The plan covers new vehicles (Semitruck, transit, pickup) Solarcity (Tesla is buying the “sister” company) Sharing mobility, autonomous vehicle, and new manufacturing technology.. basically there is everything on the news in the energy, mobility&automotive industry in the world so far.
It is difficult not appreciating the plan because you can’t miss any innovation you are interested in. I am among the Tesla followers and I see the strategy behind as as a clever lesson. The masterplan is presented through a simple post (I guess there will be some Investor relations executives working on numbers too), anticipated by a series of signals (website domain change in tesla.com, mission moved from “transportation” to “energy”) and come after the fatality of the Autopilot that might have been accelerating the schedule of this presentation, linking the whole to a relevant financial decision (Solarcity investment to be approved by assembly).
@Elonmusk made us used to fast communications keeping expectations increasing. But this time the boarders are much higher than before and we are not talking on building cars only… (even that would be enough to have some concerns about the plan) but creating a global company dealing with different industries connected by the great vision of its founder.
I am willing to see how numbers, investments, business cases will be put together. Surely there’s material for many future presentations.