131–140 of 307 posts
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Maybe that’s his backup plan if it doesn’t work out... use a BoringCo drill to “accidentally” trigger an earthquake, collect insurance money, funnel it all into SpaceX and launch himself to Mars.
Maybe he's gonna use a BoringCompany drill to DRILL to Mars. Ever think of that?
I'm not losing optimism because of this. Musk fits right into the current political & cultural trajectory and the Tesla brand is sleek & timeless. The media is framing Musk's flaws (Twitter insults, weed & booze) as a bad thing, but outside of the media, people do not care about such things nearly as much. It just requires a few years of optimization and the cars are going to be en par with established brands.
Musk is truly visionary. But that doesn't dictate success. > It just requires a few years of optimization and the cars are going to be en par with established brands. The world is littered with visionary companies that paved the way for new technology but ultimately failed themselves. "A few years of optimization" gravely undervalues the complexity of modern auto manufacturing. I will concede that it's astonishing th…
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What's fishy? I've been following Tesla since 2010 and the main changes since then isn't what appears to be fishy but what the media are making of it. Do you realize that Tesla sold more cars in the US that Mercedes and BMW this summer? How many media reported that? Do you know that the most trusted car analysts who tear-down the car said it's expected to be the most profitable car produced in high volume? Do you kno…
"We think Tesla is worth zero" -Jim Chanos You haven't been reading the same news I have. While there were plenty of red flags prior, Musk began digging Tesla's grave in earnest in fall 2016. He Started with the Alien Dreadnought, which was bonkers. He sold shareholders on buying Solar City using fake solar shingles which don't exist, that was $5b+ flushed down the toilet. Also he implemented HW2, which is thousands…
Seriously? Do you know the take rate of the option? It's been widely considered to increase margin, but if you have other sources, I'm interested.
>He sold shareholders on buying Solar City using fake solar shingles which don't exist, that was $5b+ flushed down the toilet.
That's false. The solar roof thing was accessory to the acquisition. More than a hundred have been installed and are being used as beta tests to improve it further. Since the beginning, Musk said the v1 should be considered like the Roadster 1, i.e not intended to be mass produced until v3 (remember "BlueStar"?)
As for Alien Dreadnought, he did say that wouldn't be possible with Model 3. So OK, that was one failed promise, but the Model 3 production and assembly lines remains one of the most automated one in the industry.
So for this one little think (which is more a name than a project), you conclude that Tesla is fucked. Okay.
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Could it be it's a very intense place to work and people who get in that position decide they don't want to work the long hours when they could be making just as much money somewhere more cushy?
You're kidding right? Any CxO position at a publicly traded company is long hours with a lot of work and responsibility.
I don't think that's true at all. The CFO/CEO at companies I've worked at are not working 120 hour weeks, and they were publicly traded. If anything, they were there about 40 hours a week.
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If they are at capacity, why don’t they charge more money?
Who says they aren't? They're already charging $60k for their "mass market" $35k sedan. Update: I guess technically it's $50k, the other day I read the average selling price was $60k and that was stuck in my head. Regardless, far away from $35k!
As someone who's not obsessively following Tesla, I'm a bit jaded by these. I'm sure there are problems, but what feels like massive PR efforts by the "shorts" has effectively poisoned the well for negative news. As a casual observer I can't tell what's actual bad news and what's well-orchestrated market-manipulation "OMG WE'RE ALL GONNA DIE" by people trying to drop the price, and I don't actually care enough about…
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What's fishy? I've been following Tesla since 2010 and the main changes since then isn't what appears to be fishy but what the media are making of it. Do you realize that Tesla sold more cars in the US that Mercedes and BMW this summer? How many media reported that? Do you know that the most trusted car analysts who tear-down the car said it's expected to be the most profitable car produced in high volume? Do you kno…
>Tesla sold more cars in the US that Mercedes and BMW this summer? How many media reported that? Please, that was one month of backlog deliveries (July, 16,000 deliveries) and only in the US. 16, Nobody expects that Tesla manufactures 16,000 Model 3's per month. Meanwhile Mercedes sells 30,000 C-Class Saloon and Estate models per month globally. In the US Mercedes and BMW each keep delivering 12,000 or so vehicles pe…
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I have a friend who bought a Tesla and is now asking for a buy-back. His experience has convinced me the negative hype isn't all just shorts propagandizing and "Musk fatigue." This company has huge, huge problems. When he first got the Tesla it had huge body panel alignment problems. Eventually these were fixed, but it took too long and was difficult to get Tesla to fully acknowledge them. After that he had a range o…
> After that he had a range of little annoying problems, many of which were likely software bugs, but then he (actually his GF) experienced something in autopilot mode known on the Tesla forums as "shadow braking" -- the car braking hard on the highway because it seems to see the shadow of an overpass and think it's a wall. This is extremely dangerous. It was on the I-405 (SoCal) going 70-80mph, and such a thing coul…
You must own a lot of Tesla shares to make such a ridiculous statement.
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Being in a car is life-threatening.
Which is why there are so many laws and regulations surrounding them, the most basic of which is a technical inspection every few years. If your brakes don't work your car is illegal on the road (at least here in Europe). But apparently if its a software bug in the brakes then its okay to drive it around...
There is no way that Autopilot is worse than human drivers: https://i.imgur.com/au8A1o3.gifv
And their Chief People Officer, is not coming back from her leave. From the outside it looks like Telsa is about going to go into a tough winter like moment. They are almost losing by winning. They are at capacity in their Fremont factory but still not making a profit. They need to start designing and building out manufacturing facilities for their next car and the help bolster Model X manufacturing. Stop and think f…
Kind of depressing that yours is the top comment, given how many outright lies it is based on. >From the outside it looks like Telsa is about going to go into a tough winter like moment. From the outside, it looks like they have a product that's a generation ahead of the competition and is flying off the shelves. > They need to start designing and building out manufacturing facilities for their next car and the help…
A 2016-era Model S is very, very similar to a 2012 era Model S, and a 2019-era Model S looks a lot like a 2016-era one with a less-safeguarded but comparably capable cruise control added on. The Model 3, as far as I know, is similar but hopefully has less technical debt.
As far as I can tell, Tesla leads in four respects:
- A good drivetrain. It’s impressive to build a reliable that hard.
- A willingness to put monster screens and few buttons in a car. It’s unclear that this is actually a good thing. Certainly every other major manufacturer could follow suit if they wanted.
- Cruise control that claims to self-drive. Enough said.
- Cachet. Teslas are sexy.
- Superchargers. This is a big deal. The technology is boring. The fact that they’ve built and deployed a bunch of them is important.