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Tesla Q1 2020 Update

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Re: Tesla Q1 2020 Update

#271

Post by cma »

tbrock wrote: post #263
threeseed wrote: post #143

Earlier quoted context omitted.

Of course what Musk does matters. He's the CEO. And his erratic and reprehensible behaviour is degrading the Tesla brand as well as reaffirming the long held idea amongst shareholders that he is too unstable to be running the company.

There would be no Tesla brand without him. The brand is quite literally "We are building electric cars, get the fuck out of our way!" so I think it's pretty on brand for him to be saying what he's saying. The man demands action, if he didn't he wouldn't be running the most ambitious companies on the planet.

"There would be no Tesla brand without him."

> Founded as Tesla Motors, Tesla was incorporated on July 1, 2003 by Martin Eberhard and Marc Tarpenning.

Re: Tesla Q1 2020 Update

#272

Post by mrtksn »

vgchh wrote: post #186

Serious question: I am confused as to why do we see so many comments lamenting, what is essentially freedom of speech of EM? I mean, it's not like he is conclusively wrong about "Free America Now" comment. He may be proven wrong over time or even right.

Freedom of speech is not right for freedom of criticism. He stands on the "It's just a flue" side of the things and people who don't believe that are not happy about the things he says and pushes for. Nobody is putting him in jail or anything like that, therefore his free speech rights are not violated.

A useful guide from XKCD: https://xkcd.com/1357/

Re: Tesla Q1 2020 Update

#273

Post by s9w »

vgchh wrote: post #186

Serious question: I am confused as to why do we see so many comments lamenting, what is essentially freedom of speech of EM? I mean, it's not like he is conclusively wrong about "Free America Now" comment. He may be proven wrong over time or even right.

HN is the most "doomer" place on the net, vehemently anti free-speech and insanely jealous of Elon musk. This is the perfect storm.

Re: Tesla Q1 2020 Update

#274

Post by xeromal »

sjwright wrote: post #267
trianglem wrote: post #230

Earlier quoted context omitted.

Yeah for process but there’s no spacex without Elon.

I personally feel there's a big overlap between Jobs and Musk—but none more so than the fact that they had the key combination of sufficient intelligence, clear vision, high self-confidence and (most importantly) strong influence over corporate direction. One of my favourite Steve Jobs quotes is just after he returned to Apple and began dismantling the massive pile of legacy cruft. When asked about a particular (terr…

I love this comment. Thanks for sharing.

Re: Tesla Q1 2020 Update

#275

Post by tbrock »

cma wrote: post #271
tbrock wrote: post #263

Earlier quoted context omitted.

There would be no Tesla brand without him. The brand is quite literally "We are building electric cars, get the fuck out of our way!" so I think it's pretty on brand for him to be saying what he's saying. The man demands action, if he didn't he wouldn't be running the most ambitious companies on the planet.

"There would be no Tesla brand without him." > Founded as Tesla Motors, Tesla was incorporated on July 1, 2003 by Martin Eberhard and Marc Tarpenning.

Yeah and who knew about it? Nobody.

Re: Tesla Q1 2020 Update

#276

Post by xeromal »

cma wrote: post #270
wesammikhail wrote: post #265

Earlier quoted context omitted.

Yes! it´s too much to ask someone who is trying to do non-conformist things to conform. You can´t have your cake and eat it too. Also what you call bullshit is not bullshit to everyone. You don´t like it? dont invest. Leave the rest of us be.

Investor fraud isn't just whimsy nonconformism.

That's not what OP is saying. OP is saying what makes Elon good at his job is always what makes him say a meme tweet that gets him in trouble with the SEC. You get both.

Re: Tesla Q1 2020 Update

#277

Post by alteria »

llsf wrote: post #182
alteria wrote: post #133

Earlier quoted context omitted.

SaaS has really high gross margins (>65%?), but I'm not sure that gross margin number is comparable with the 25% that Tesla reported.

Does anybody know why Saas on average have such high gross margin ?

Gross Margin = Revenue - Cost of Goods Sold

SaaS usually don't include development costs into COGS. Only directly attributable costs (hosting, customer support, etc.)

Tesla on the other hand has to include raw materials and even labor into COGS.

Re: Tesla Q1 2020 Update

#278

Post by yongjik »

mrtksn wrote: post #272
vgchh wrote: post #186

Serious question: I am confused as to why do we see so many comments lamenting, what is essentially freedom of speech of EM? I mean, it's not like he is conclusively wrong about "Free America Now" comment. He may be proven wrong over time or even right.

Freedom of speech is not right for freedom of criticism. He stands on the "It's just a flue" side of the things and people who don't believe that are not happy about the things he says and pushes for. Nobody is putting him in jail or anything like that, therefore his free speech rights are not violated. A useful guide from XKCD: https://xkcd.com/1357/

Its alt text is golden:

> I can't remember where I heard this, but someone once said that defending a position by citing free speech is sort of the ultimate concession; you're saying that the most compelling thing you can say for your position is that it's not literally illegal to express.

Re: Tesla Q1 2020 Update

#279

Post by xeromal »

cma wrote: post #271
tbrock wrote: post #263

Earlier quoted context omitted.

There would be no Tesla brand without him. The brand is quite literally "We are building electric cars, get the fuck out of our way!" so I think it's pretty on brand for him to be saying what he's saying. The man demands action, if he didn't he wouldn't be running the most ambitious companies on the planet.

"There would be no Tesla brand without him." > Founded as Tesla Motors, Tesla was incorporated on July 1, 2003 by Martin Eberhard and Marc Tarpenning.

What products did they have before Elon?

Re: Tesla Q1 2020 Update

#280

Post by matthewbauer »

sjwright wrote: post #267
trianglem wrote: post #230

Earlier quoted context omitted.

Yeah for process but there’s no spacex without Elon.

I personally feel there's a big overlap between Jobs and Musk—but none more so than the fact that they had the key combination of sufficient intelligence, clear vision, high self-confidence and (most importantly) strong influence over corporate direction. One of my favourite Steve Jobs quotes is just after he returned to Apple and began dismantling the massive pile of legacy cruft. When asked about a particular (terr…

I don’t think Jobs was ever as irresponsible as Elon is. At least not publically.
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