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Tesla to raise $1B

ir.tesla.com

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Re: Tesla to raise $1B

#131

Post by M_Grey »

Cookingboy wrote: post #128
M_Grey wrote: post #94

Earlier quoted context omitted.

I don't know the answer either. Obviously whoever can figure it out though, stands to make a killing either way. If you invested this money with the knowledge that it was a risk, that you could lose it all, then you should probably stick with that; nothing has really changed. If this was something you felt was a sure bet, or if circumstances have changed then maybe it's worth re-thinking your position.

"If you invested this money with the knowledge that it was a risk, that you could lose it all, then you should probably stick with that" Yes to all of those. Rationally I can no longer justify this investment to be honest, but I like the Koolaid they are selling too much :/

There you go then, it sounds to me like sticking with your original choice is the wise move. I for one wish you the best of luck, and wouldn't be surprised if you ended up fairly happy with your decision in the end.

Re: Tesla to raise $1B

#132

Post by M_Grey »

4SomeReason wrote: post #125
Cookingboy wrote: post #6

As an investor of Tesla who bought into Elon's vision I've been getting more and more nervous about how the company is actually run at this point. A modern car company is as much of a production and supply chain company as it's a product and tech company. I get the feeling that due to Tesla being cutting edge in the tech department it led to all the supply chain/production problems being treated as if they are speed…

The point at which Tesla will become not a pie-in-the-sky wet dream is when the price point matches a run-of-the-mill Honda. Right now, having a Tesla is like having a Maserati. I know zero people who have one, my wife (a structural integrationist) _works_ on people who have them, so I am like two social tiers away from thinking of affording one, which, for me, is like dreaming of that Kawasaki Ninja I had postered o…

It would probably be easier to have charging stations with people hot-swapping batteries, than charging station with extremely fast charge times. It would be a task that could be automated right out of the gate too.

Re: Tesla to raise $1B

#133

Post by dilemma »

It's correct that if EVs take off, there is going to be a lot of new demand for batteries.

It is also correct that as a car manufacturer, owning a battery producing company and selling to the rest of the industry, is a competitive advantage.

It is not correct that building both of these companies from scratch, in parallel, is the way to do it.

Focus on building cars an become the leader in that, then buy Panasonic or a flailing manufacturer.

Or become the leader in battery technology, and buy a car company couldn't get on the EV train fast enough and turn it around.

Tesla is spreading itself too thin, losing focus and eventually competitiveness and then, control

Re: Tesla to raise $1B

#134

Post by dilemma »

btilly wrote: post #112
twblalock wrote: post #101

Earlier quoted context omitted.

The Bolt is GM's first practical EV. If it succeeds, GM could easily choose to compete in the luxury EV market against Tesla. If GM decided to do this, it would have many advantages over Tesla: a huge dealership and service network, lots of suppliers, easy financing, and all of the other perks you get when you buy a "normal" car from an established company.

Tesla aims to have razor thin margins for the thing that they actually produce. So their lack of dealers who supply an automatic mark-up is something that they cite as a strength, not a weakness. The thing that Tesla is producing, however, is really expensive to build right now. The cost curves are great for it to come down, but until they do they are in the ironic business of selling expensive things with thin margi…

>So their lack of dealers who supply an automatic mark-up is something that they cite as a strength, not a weakness.

But it's not.

Re: Tesla to raise $1B

#135

Post by rblatz »

grizzles wrote: post #82
kilroy123 wrote: post #75

Earlier quoted context omitted.

I'm very curious how you were able to save the company millions of dollars.

It was an exercise in creative problem solving. I'd query the data to find out where on the line the most (costly x incidence) problems were occurring and then devise a solution. If a worker was scratching the paint every time he put his tool down the secure a fastener, we'd get a heavy rubber guard fabricated, change his man assignment and have him put down the guard before he did his little peice, or even better ch…

Let me guess when asked why they said "that's how we've always done it"

Re: Tesla to raise $1B

#136

Post by [deleted] »

grizzles wrote: post #82
kilroy123 wrote: post #75

Earlier quoted context omitted.

I'm very curious how you were able to save the company millions of dollars.

It was an exercise in creative problem solving. I'd query the data to find out where on the line the most (costly x incidence) problems were occurring and then devise a solution. If a worker was scratching the paint every time he put his tool down the secure a fastener, we'd get a heavy rubber guard fabricated, change his man assignment and have him put down the guard before he did his little peice, or even better ch…

[deleted]

Re: Tesla to raise $1B

#137

Post by grizzles »

Cookingboy wrote: post #127
grizzles wrote: post #102

Earlier quoted context omitted.

It's because of the fast pace of the company. I doubt they are any worse than any other company introducing a new model. As a new model recedes into the past quality issues should decrease linearly, and maybe faster. Alot of the BSR issues (often caused by worker inaccuracy) that Tesla faces today are probably catchable nowadays with a convnet before they even go down the line. If I had to guess right now, many years…

"I doubt they are any worse than any other company introducing a new model." Except they are. The Model S is 5 years old (even the refresh model is a year old) and they are still running into parts and build issues. It has improved a long way but during the whole process they had to cut the number of interior and exterior colors/trims just to streamline the production. Other manufacturers introduces new fit/finish an…

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 result we had many meetings about what a serious issue this was.

Re: Tesla to raise $1B

#138

Post by ehsankia »

Cookingboy wrote: post #20
comboy wrote: post #10

Earlier quoted context omitted.

Can you explain why do you consider AP2 to be a downgrade from AP1? I thought it's everything AP1 has + more.

Supposedly that's the case, but since they switched away from Mobile Eye they are still trying to reach feature parity with AP1 at this point. It was supposed to take 2 months, but viola, 6 months later they are still struggling and there are many YouTube videos out there showing how terrible and unsafe it is. It still lack many features of AP1 such as automatic lane changing and blind spot detection at this point. L…

Self driving tech is (still) a really hard problem, unlike what people are lead to believe looking at the dozens of company jumping on the bandwagon and releasing cool looking videos.

People look at that recent video of the Tesla car doing a full A to B drive and they're like, wow, that's awesome!

Then, they ask themselves, hmm, I wonder why Google hasn't released anything after a decade of research. And realize too that google had a simple A to B video 8 years ago too... yet 8 years later it's still not ready.

Re: Tesla to raise $1B

#139

Post by ehsankia »

Cookingboy wrote: post #20
comboy wrote: post #10

Earlier quoted context omitted.

Can you explain why do you consider AP2 to be a downgrade from AP1? I thought it's everything AP1 has + more.

Supposedly that's the case, but since they switched away from Mobile Eye they are still trying to reach feature parity with AP1 at this point. It was supposed to take 2 months, but viola, 6 months later they are still struggling and there are many YouTube videos out there showing how terrible and unsafe it is. It still lack many features of AP1 such as automatic lane changing and blind spot detection at this point. L…

Self driving tech is (still) a really hard problem, unlike what people are lead to believe looking at the dozens of company jumping on the bandwagon and releasing cool looking videos.

People look at that recent video of the Tesla car doing a full A to B drive and they're like, wow, that's awesome!

Then, they ask themselves, hmm, I wonder why Google hasn't released anything after a decade of research. And realize too that google had a simple A to B video 8 years ago too... yet 8 years later it's still not ready.

Re: Tesla to raise $1B

#140

Post by LordHumungous »

wlesieutre wrote: post #44
Cookingboy wrote: post #21

Earlier quoted context omitted.

Well judging by the percentage of their revenue from cars at this point they are undeniably a car company. Vision statements are predictive instead of descriptive. Apple can have a vision of building cars in the future but it doesn't change the fact that they are a consumer electronics company today . Vision is cheap, execution is where the money is at.

People aren't buying Apple stock because of what the company is today, they're buying it because of where they think Apple will be in the future relative to what they are now. In Apple's case, that future version might still be a consumer electronics company. Just one with (hopefully) innovative new products and a higher share price than you're buying in for. Given the Tesla's SolarCity merge, the associated solar sh…

They are buying based on Apple's proven track record of developing successful products.
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