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Tesla to raise $1B

ir.tesla.com

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Re: Tesla to raise $1B

#291

Post by coldpie »

mikekchar wrote: post #281
adwn wrote: post #271

Earlier quoted context omitted.

> "We're out of fish", he said, motioning to the bar. :-) I don't get it.

We had an empty plate. We send that plate back to the bar. The sushi chef slices fish and puts it on the plate. If he goes below a certain amount of tuna, then he sends an empty tuna container to the sous chef. The sous chef takes tuna from the refrigerator and puts it in the container. If the refrigerator goes below a certain amount of tuna, the manager writes a note and puts it in an envelope for the fish monger. T…

I think the joke only works if you know what "kanban" is. Even with your explanation, I still don't know what "kanban" is or how it relates to fish.

Re: Tesla to raise $1B

#292

Post by _pmf_ »

adwn wrote: post #271
mikekchar wrote: post #232

Earlier quoted context omitted.

> Supply Chain is not that big a deal to fix This is kind of irrelevant, but somewhat amusing, so I figure I'll tell it. My neighbour (in the middle of nowhere in rural Japan) was some kind of automotive manufacturing expert before he retired. I don't even know his name (he tells me to call him "Tom"), but we go out drinking occasionally. He must have been a big wig because he spent a considerable amount of time in t…

> "We're out of fish", he said, motioning to the bar. :-) I don't get it.

> I don't get it.

That's actually a very meta reply (like that joke about UDP).

Re: Tesla to raise $1B

#293

Post by coldpie »

scotu wrote: post #261
vkou wrote: post #234

Earlier quoted context omitted.

What liability? You're supposed to constantly be aware and in control of your vehicle when using AP2. (At which point, you may ask: What is the point of AP2..?)

collecting data at the customer's expense :) A classic playbook in our industry since RECaptcha came out

What? RECaptcha provides a very valuable service to website maintainers and users alike.

Re: Tesla to raise $1B

#294

Post by chiph »

Shivetya wrote: post #266
grizzles wrote: post #137

Earlier quoted context omitted.

It sounds like I won't convince you, and it probably shouldn't be convincing because it's Chrysler, but we were having problems like that and worse on a 20 year old platform. The way I got involved in Federal Torque was because we delivered a brand new vehicle that basically fell apart (lost an axle iirc) as the customer was cruising down a freeway. Even among all the problems we had, that was a pretty big deal. As a…

Chrysler was a special case. First it was saved in the 80s when it ran itself in a ditch and when rolling up a good head of steam, bought was left of AMC, and had a good partnership with Mitsubishi. The in 98 along comes that infamous Daimler Mercedes merger where Mercedes basically looted Chrysler to prop themselves up. At that time Chrysler was making money hand over fist with their minivan. Once bled dry, a lot be…

The Volt was rushed. As a hybrid, it's pretty good. As a car (ergonomics, user-friendliness, etc) it's not so hot. The B-pillar is in your way when you turn your head to look left. The use of capacitance switches in a car ought to be a firing offense (no tactile feedback and muscle memory is useless because there's nothing for the fingertip to guide the last millimeter of motion). Honda is learning this with the low ratings on their new volume knob-less radio.

The Bolt on the other hand, seems to addressed all those. The local car show is in a couple of weeks and I hope to see one there.

Totally agree about "The merger of equals". No such thing. The Germans took Chrysler for everything they could, like you said - to prop up product quality disasters like the ML and E class (a coworker went through 5 window regulators on his E-430 over 2 years. I had something break on my ML-320 on average every 8.5 weeks)

Re: Tesla to raise $1B

#295

Post by kamaal »

coldpie wrote: post #291
mikekchar wrote: post #281

Earlier quoted context omitted.

We had an empty plate. We send that plate back to the bar. The sushi chef slices fish and puts it on the plate. If he goes below a certain amount of tuna, then he sends an empty tuna container to the sous chef. The sous chef takes tuna from the refrigerator and puts it in the container. If the refrigerator goes below a certain amount of tuna, the manager writes a note and puts it in an envelope for the fish monger. T…

I think the joke only works if you know what "kanban" is. Even with your explanation, I still don't know what "kanban" is or how it relates to fish.

You need fish. You ask for it.

If you don't ask for it you don't get it.

Its just a organized way of building a todo list which has a few features like:

1. Priority.

2. Ability to see the work-item move through various stages of work(Accepted, in-progress, blocked-by, done).

3. Means to track the progress of the work-item.

4. Means to the improve the process through methods described by the process.

Re: Tesla to raise $1B

#296

Post by phkahler »

unprepare wrote: post #290
phkahler wrote: post #88

Earlier quoted context omitted.

I'm really hoping that when Tesla implodes it has no effect on SpaceX.

Why would it?

Because Elon tends to mix the interests of his companies. I believe one of them purchased bonds of the other a while ago or something like that. They have financial ties of some sort but I don't recall what kind or which is more vulnerable.

Re: Tesla to raise $1B

#297

Post by bb611 »

simonrobb wrote: post #284
whyenot wrote: post #227

Earlier quoted context omitted.

> It assumes Government subsidies for solar, which may be going away for political reasons. Isn't their car operation also vulnerable? Tax credits may be less easy to get rid of, from a political perspective, but I think Trump would be far more interested in promoting cars that run on coal than cars that run on electricity.

If the solar plan falls apart, electric cars would prop up the coal industry better than gasoline cars. The electric cars you charge from your wall outlet will be powered by coal, no?

My understanding is that the economics of power generation are deprecating coal: http://www.triplepundit.com/2016/12/despite-trumps-promise-e...

So it would be better to have electric vehicles than ICE in its current form, but more power grid usage will likely accelerate other technologies rather than make coal profitable again.

Re: Tesla to raise $1B

#298

Post by Tepix »

bischofs wrote: post #104

Tesla looks like they will lose that cool new thing vibe soon, the novelty of an electric car will wear off - especially when porsche or benz come out with an electric sedan or coupe. These companies will offer a much more compelling product with the ownership value that people expect from a luxury car company. I have shopped a model S and besides the electric drivetrain it is not really that nice of a car compared t…

You mean "Tesla is done" as in their mission objective has been reached, EV are the future?

Whether or not Tesla survives is getting less and less important every day (unless you are a shareholder).

Re: Tesla to raise $1B

#299

Post by crush_xc »

semi-extrinsic wrote: post #278
nyxtom wrote: post #188

Earlier quoted context omitted.

Hmm that is true. It's probably been said before, but the Model X definitely made things a lot more difficult to get to a rollout of the model 3. "I'm not sure anyone should have made this car," he said at a press conference just hours before the first Model Xs were delivered to VIP customers." ""We probably should have just [modified the Model S]," he added. "There are so many more features and difficult to build pa…

> "We probably should have just [modified the Model S]" This is one thing I really don't get about Tesla. Why haven't they made an estate-ish version of the Model S? I'm thinking along the lines of the Mercedes CLS Shooting Brake: http://images.car.bauercdn.com/upload/28771/images/1752x1168... It's a very nice looking car, and adds that little bit of luggage practicality that the Model S is missing. The aerodynamics…

That is the ugliest thing I've seen in a long time, more power to you if you like the appearance, but I can't seem them bringing in sales for that thing for the design.

Re: Tesla to raise $1B

#300

Post by ojbrien »

robszumski wrote: post #13
corbett3000 wrote: post #9

Earlier quoted context omitted.

You're concerned with a 23% YTD return on the stock and a 600% return over 5 years? The market has a way of signaling if a company is totally screwed up. Looks like it isn't.

> 23% YTD return While the 600% is impressive, the year to date performance matches the overall market. Gotta hit those Model 3 dates to maintain the confidence.

What overall market?

MSCI ACWI Autos and Components was at 3.44% YTD at the end of Feburary while MSCI ACWI was at 5.37%. The S&P 500 is at about 7% YTD return.

Tesla's YTD return more than matches the overall market

https://www.msci.com/documents/10199/f87aad4f-6f38-4878-a149...

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