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Tesla Q1 2020 Update

ir.tesla.com

331–340 of 391 posts

Re: Tesla Q1 2020 Update

#331
post #273

Earlier quoted context omitted.

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

Is it? HN seems very pro-free speech and EM compared to places like Twitter and Reddit.

no they ban anything and everything

Re: Tesla Q1 2020 Update

#332
post #80

Earlier quoted context omitted.

- Will Elon stop with tweets that hurt Tesla? Appoint a CEO, or COO to run things to take pressure of Elon? I have read this from so many people for the last 5 years all the time. Sure, the tweets show that Elon wants faster growth, and frustrated, and I didn't like that tweet either, but if you want a conservative CEO, buy IBM or Oracle stocks, please leave Tesla alone.

You know, there just might be someone somewhere between Elon Musk and the CEO of IBM. And you know, maybe they could do a better job without literally being such a liability they have to write their own insurance contract.

There are ample number of companies between the two and CEOs as well. Tesla is doing just fine with Elon.

Re: Tesla Q1 2020 Update

#333

Since, things are slow, my notes.... Misc: - Fremont plant idle since March 23rd - raised 2.3B in February, which seems really well timed now - Musk venting with "FREE AMERICA NOW" tweet makes him seem almost crazy - can see why Elon is going crazy on twitter, he'd almost turned around Telsa and now they may be in the worst cash crunch of their long life - Shanghai Giga reopened on Feb 10th, showing the importance of…

> multiple factories around the world They'll also need not economically stressed out customers around the world, which right now isn't really happening. If the low oil-prices won't halt the electric cars industry then the fact that they still have comparatively high prices will most certainly will. A few months ago I was saying that the industry needs cars worth 25,000-30,000 euros/dollars in order to really take of…

I seriously hope nobody gets fooled into believing that those oil prices will last more than two years and consequently buy a gas guzzler.

Re: Tesla Q1 2020 Update

#334

Earlier quoted context omitted.

Elon has done well by me. Every company he runs turns to gold. I wouldn't have him change a thing. Seriously, given his performance over the long-term, I hope he tweets even more. It enrages people that can't think past the next quarter, and that's good for long-term shareholders like me!

X.com was a bust that pivoted into a PayPal clone and merged with them when both companies were nearly out of runway from buying each other's users. He was CEO of PayPal for just months before a mass revolt of the engineering team over his incompetence lead the board of directors to fire him. Tesla has been structurally bankrupt for most of its existence, burning billions of investors' cash and still making no profit…

bloomberg for the past 5 years afaik has been trying to kill tesla. bloom energy may be the reason.

Re: Tesla Q1 2020 Update

#335
TSLA to the moon! Or to Mars ..., Where art thou has our little Starman gone, so afar. Prices up / Prices Down. Let it fly high to where you are. As far to Deep Space like no man (or women) has gone before. Chasing you all the way to the light core. TSLA will lead the way. To new advances to tech, explorations, energy arrays, and more ... > cq cq cq cq jp-7ffecb3b54ada1e35e69814b3eaa7fd4 Open the door and light the way.

Re: Tesla Q1 2020 Update

#336
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 freedom of consequences.

Re: Tesla Q1 2020 Update

#337
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.

When you are miserable yourself all you can do is focus on the negative and dramatically make a big deal about everything. Musk has probably been quite restrained in his tweets as it's pretty clear he thinks lockdowns are a stupid solution.

He is anything but restrained.[0]

He is not a Doctor, he is not an Epidemiologist, he is not a Statistician, he really, and I'm choosing my words wisely and with the amount of fandom he has, he really should shut the fuck up.

[0]: https://twitter.com/elonmusk/status/1239650597906898947?lang...

Re: Tesla Q1 2020 Update

#338
post #198

Earlier quoted context omitted.

I don't believe the Tesla crowd bought theirs to save on gas anyway, so not sure if this is true.

I've always felt like the base Model 3 and base BMW 3 series were very comparable. Add in a couple of thousand, and the 3 looks like a bargain. That becomes a harder sell when the Model 3 is actually more expensive to operate, as it is in some places now. Its not that they are buying to save money vs the economical choices, but it does make a difference relative to their comps (RWD & AWD sport sedans).

Personally, I'd take an EV over even a high performance ICE car in terms of everyday driving fun. I used to drive a hardtop 335, and really loved that thing, but there's no throttle delay on the Model 3, let alone turbo lag.

Re: Tesla Q1 2020 Update

#339

Earlier quoted context omitted.

As Peter Thiel famously said, "Never bet against Elon Musk." I'm a shareholder. I expect that Elon's leadership will make my shares go up an incredible amount in the future. I have over half of my life savings at stake on TSLA, so I have a lot of skin in the game. If you think he's so bad, why don't you short his stock? It would be fun to check back in six months and compare how we did!

> As Peter Thiel famously said, "Never bet against Elon Musk." Yes, because for better or worse Elon is "seeing the future" and has the capability to execute it. In a world where a lot of CxOs and Senior Executives "didn't believe" in remote work in January of this year, you see that the average group vision is poor and execution ability is even poorer

I think it's very helpful that Musk has an actual goal to achieve with his companies, that isn't "raking in tons of money" or "seeing the stocks soar". Most companies seem to be the real-world equivalent of clicker games. Do $whatever to make money. Use that money to do $whatever faster and better to make money. Ad infinitum. What that $whatever is is immaterial.

I sometimes call these "toilet paper companies", i.e. companies that would happily pivot from whatever they're doing into selling toilet paper if they could make more money with it. But with TP being a quite sensitive topic these days, I guess I'll need to find a better analogy.

Re: Tesla Q1 2020 Update

#340
post #213

Earlier quoted context omitted.

Is it so much to ask for him to tweet responsibly so we can enjoy the fun future stuff without all the bullshit?

Is it so much to ask of the world to just get over the fact that sometimes highly intelligent and highly effective people are also sometimes highly disagreeable? I would argue this is often the case, but most of them are never allowed to flourish. Forcing everything to be cookie cutter agreeable niceness is how you achieve stagnation.

You're talking as if he was frank but rude, or exprimed himself in crude words, "à la" Linus.

Elon is the one that leaked/lied about Saudi investment money, or chose to call a rescuer a pedophile (and by extension all expats in thailand pedophiles) just because the man in question was focusing on saving kids and couldn't be bothered with Elon's constant attention seeking during that crisis.

High executives being incisive, direct and sometimes not socially good enough is expected; only the best of the best manage to do that (one exemple in the tech world would be Gates). But being insulting and losing control is not.

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