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Tesla Q1 2020 Update

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Re: Tesla Q1 2020 Update

#351

Post by sergiosgc »

badpun wrote: post #343
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.

> non-conformist I'd use the word "immature" instead.

For some definition of mature. You can think of behavior as being convergent or divergent. When performing optimally, convergent behavior follows the herd and produces incremental innovation. Again when performing optimally, divergent behavior shoots off in unexpected directions and produces disruptive innovation.

We tend to associate maturity with convergent behavior. Musk is clearly divergent so, in that sense, he is immature. As he should be.

Both behaviors are needed for society as a whole to progress. There is not one better optimization choice. Many Musk detractors or supporters make the error of assuming one optimization is better than the other, when it is not clearly the case.

Can we accept Musk as an immature valid individual? We should.

Re: Tesla Q1 2020 Update

#352

Post by [deleted] »

sergiosgc wrote: post #351
badpun wrote: post #343

Earlier quoted context omitted.

> non-conformist I'd use the word "immature" instead.

For some definition of mature. You can think of behavior as being convergent or divergent. When performing optimally, convergent behavior follows the herd and produces incremental innovation. Again when performing optimally, divergent behavior shoots off in unexpected directions and produces disruptive innovation. We tend to associate maturity with convergent behavior. Musk is clearly divergent so, in that sense, he…

[deleted]

Re: Tesla Q1 2020 Update

#353

Post by paulcole »

vgchh wrote: post #236
GhostVII wrote: post #225

Earlier quoted context omitted.

I think that it is a valid opinion to think that we should lift the lockdown - there is a huge cost to the shutdown, and flattening the curve was originally just to keep the hospitals below capacity, which they seem to be. However in the context of his other tweets, it seems irresponsible. He is retweeting conspiracy theories that hospitals are reporting cases of COVID for profit, and even made predictions they by th…

I would love to know why you think it's a conspiracy theory that hospitals are reporting cases of COVID for profit. It's not like healthcare has never gamed the system. Not saying you are wrong, but it's a possibility that they indeed gamed the system. If he has made predictions that we will have 0 cases by end of April, that's just clearly brain-dead of him and it's fine if we are lamenting him for those stupid pred…

> why you think it's a conspiracy theory that hospitals are reporting cases of COVID for profit

The complete lack of evidence is a good start.

Re: Tesla Q1 2020 Update

#354

Post by badpun »

sergiosgc wrote: post #351
badpun wrote: post #343

Earlier quoted context omitted.

> non-conformist I'd use the word "immature" instead.

For some definition of mature. You can think of behavior as being convergent or divergent. When performing optimally, convergent behavior follows the herd and produces incremental innovation. Again when performing optimally, divergent behavior shoots off in unexpected directions and produces disruptive innovation. We tend to associate maturity with convergent behavior. Musk is clearly divergent so, in that sense, he…

> We tend to associate maturity with convergent behavior.

Not me. A lot of very mature people were/are going against the flow, because their maturity does not allow them to participate in the madness that is the preexisting reality they find themselves in. For a trivial example, see for example how a lot of older, more mature developers have harder time adapting to shitty companies. For more extreme cases, see Simone Veil, Ghandi etc.

Re: Tesla Q1 2020 Update

#355

Post by greedo »

nickik wrote: post #309
rtsil wrote: post #211

Earlier quoted context omitted.

> Meanwhile Tesla and SpaceX have continued to succeed beyond expectations for over a decade now. I think people underestimate how essential Gwynne Shotwell is to SpaceX.

I love Shotwell, but there are a number of people who could do a fair job to run rocket operations. Its not like other rocket companies have major issues with running operations. The part that no other company can do is the part that Elon does, and that is ultimately why the operation side is so successful.

"Its not like other rocket companies have major issues with running operations."

I think in light of the issues with SLS, you might want to reconsider this in terms of Boeing.

Re: Tesla Q1 2020 Update

#356

Post by xeromal »

leoh wrote: post #320
xeromal wrote: post #276

Earlier quoted context omitted.

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.

Though he might have visionary moments of non-conformity, it sets an awful precedent to allow people to violate common ethics in order to allow them to just "be themselves."

It would be awful but ethics change often so what can you do.

Re: Tesla Q1 2020 Update

#357

Post by ryanwaggoner »

anoncareer0212 wrote: post #150
ryanwaggoner wrote: post #129

Earlier quoted context omitted.

There are no very expensive vehicles or dining choices when you’re worth tens of billions. It’s literally meaningless, like it would be for me if all my meals for a year cost me 1% of a penny.

Actually verifiably not true, he had a margin call just last year, the stock hit $180.

How is that related to what I said? Did he have a margin call because his dining choices are too expensive, or because he's borrowed hundreds of millions of dollars against a volatile stock?

Also, since we're talking about what's "verifiably true", do you have any proof that he even had a margin call?

Re: Tesla Q1 2020 Update

#358

Post by mrguyorama »

caf wrote: post #253
_ea1k wrote: post #198

Earlier quoted context omitted.

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).

Do customers really believe the current exceptionally low oil prices are going to be a permanent feature?

Last time the oil price went down this aggressively coincided with the massive uptick in people buying SUVs

Re: Tesla Q1 2020 Update

#359

Post by FireBeyond »

mettamage wrote: post #342
FireBeyond wrote: post #293

Earlier quoted context omitted.

> Twitter is not a platform where official stuff should be on. That is what press releases are for. If people believe Twitter, then where should I go (as the new imagined Tesla CEO) to just say whatever the hell I want? It doesn't or didn't have to be. Tesla were the ones who stated in their Annual Reports that they considered Tesla and Elon's Twitters to be official sources for Tesla information. This wasn't forced…

If you're making claims like this where opinions are polarized, then a source would be handy. I could Google, but too lazy (see above), I'll simply assume what you say is correct. I didn't know this (anyone who assumes I spend a lot of time on reading about Elon is wrong). If he knew this then it was stupid. If he ought to know this but he didn't, then I get it. Don't get me wrong, that should be reprimanded by the S…

Sure. Tesla’s 8-K filing (https://www.sec.gov/Archives/edgar/data/1318605/000119312513...):

> For additional information, please follow Elon Musk’s and Tesla’s Twitter accounts.

Re: Tesla Q1 2020 Update

#360

Post by maxharris »

aguyfromnb wrote: post #128
maxharris wrote: post #118

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!

You're claiming victory a bit early.

I have 108 shares. I'm not selling TSLA. In fact, I'm going to pick up more the next time it drops!

TSLA is going to make me a millionaire, but it will take a few more years before that happens.

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