TickerTain — Make Analysis Fun Again

▶ 21:43 · $SPCX · SpaceX and Tesla vertically integrate to build non-existent actuators for robotics breakthroughs

now playing · $SPCX

Former Tesla president reveals Musk's algorithm drove 2.5x industry gross margins via automate-last discipline

McNeel details how Tesla targeted Apple-level 30% gross margins (vs 10% auto industry) using a 5-step algorithm—question requirements, delete steps, simplify, accelerate, automate…

$TM···bullish· mediumjohn mcneel

Toyota's velocity-of-cash mindset yields 2.5x working capital advantage over Tesla, per former Tesla president

McNeel highlights Toyota's superior velocity of cash—converting aluminum to finished car in 4 days vs Tesla's 15 days—requiring 2.5x less working capital, and notes Tesla tried to…

$SPCX···bullish· mediumjohn mcneel

SpaceX and Tesla vertically integrate to build non-existent actuators for robotics breakthroughs

McNeel argues that robotics innovation requires vertical integration because critical components like specialized actuators don't exist commercially, citing SpaceX and Tesla as ex…

←