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Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

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Re: Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

#71

Post by carlivar »

modeless wrote: post #69
olivermarks wrote: post #34

It may be the looming post accident battery safety realities that has caused this...it's possible a massive recall or worse is in the works for Tesla given the volatility of damaged batteries catching fire repeatedly after accidents. https://electrek.co/2018/05/10/tesla-battery-reignited-days-...

Why on Earth would that require a recall? Hundreds of gas powered cars catch fire every day. The only difference is first responders expect and know how to handle gas fires. They will learn to handle batteries too.

It is the door handles I wonder about. They seem overcomplicated since they are electric servos I believe instead of typical mechanical handles.

In a complete loss of power can the doors be opened? This is unclear to me. I don't own a Tesla and am genuinely wondering.

The difference to a gas car could be that you can't get out of a Tesla if there is a fire.

I think I read in a teardown of the Model 3 that the rear door handles didn't have mechanical options as a backup for safety.

Overall I don't particularly like flashy overcomplicated things which is what these door handles seem to me. I'm curious for any rebuttal though.

Re: Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

#72

Post by shub »

matte_black wrote: post #12
frisco wrote: post #7

Earlier quoted context omitted.

> Investors need to know. Really? That's nonsense. This sentiment is a great example of what's so toxic about the public markets now. Everyone is complaining that so much value creation is happening in private companies going public later - a big reason is because of this idea that investors should care about when one person at a 36,000 person company goes on vacation and that this should move the stock price. Ridicu…

Don’t want to deal with it? Don’t go public. Zero sympathy. You take the public’s money, you owe them your word. Maybe if you had hundreds of thousands invested in TSLA and were concerned about their downward spiral you’d think different.

If I had hundreds of thousands of dollars in TSLA it would mean that I had tens of millions elsewhere. But then, my parents are both actuaries and even my groceries are hedged.

Re: Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

#73

Post by greglindahl »

carlivar wrote: post #71
modeless wrote: post #69

Earlier quoted context omitted.

Why on Earth would that require a recall? Hundreds of gas powered cars catch fire every day. The only difference is first responders expect and know how to handle gas fires. They will learn to handle batteries too.

It is the door handles I wonder about. They seem overcomplicated since they are electric servos I believe instead of typical mechanical handles. In a complete loss of power can the doors be opened? This is unclear to me. I don't own a Tesla and am genuinely wondering. The difference to a gas car could be that you can't get out of a Tesla if there is a fire. I think I read in a teardown of the Model 3 that the rear do…

Why would anyone rebut? Buy a car you like.

Re: Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

#74

Post by greglindahl »

lhorie wrote: post #9
frisco wrote: post #7

Earlier quoted context omitted.

> Investors need to know. Really? That's nonsense. This sentiment is a great example of what's so toxic about the public markets now. Everyone is complaining that so much value creation is happening in private companies going public later - a big reason is because of this idea that investors should care about when one person at a 36,000 person company goes on vacation and that this should move the stock price. Ridicu…

I agree. There's gotta be a limit to how short-term-oriented/short-sighted investors can be. What's next? "Stock plunges when CEO goes to the bathroom"?

"Stock plunges when CEO gets testy on earnings call" -- that was last week's headline.

Re: Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

#76

Post by TaylorAlexander »

meritt wrote: post #32
robbiep wrote: post #31

Earlier quoted context omitted.

What’s the point of the comparison? Model T manufacture started in 1908 and by the end of 1910 they had produced 12,000. By that comparison, model 3 is crushing it

Ford literally invented the assembly line. Tesla has a century of expertise to learn from. Tesla has also been producing ~2000/wk S&X's for almost two years now; however they just recently (last week of March) exceeded 2,000 3's in a week, 9 months into production.

The Model S came out in what, 2012? So by your own numbers it took 4 years to get to 2000/wk. 9 months is killin it!

Re: Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

#77

Post by nodesocket »

How many times are we going to see outrage news that would lead us to believe a company is on the brick of disaster, yet the opposite occurs. Instead of using emotions, let me present facts with stock prices:

United Airlines passenger pulled off PR disaster stock was up 13% 3 months later.

Facebook cambridge analytica at lows at $160. Today $FB closed at $186.99.

Tesla report of death while car was in autopilot and public outrage over Elon's handling of investor quarterly call. May 3rd $TSLA trades down to $285. Today $TSLA closed at $301.

Apple, all analysts go bullish saying X is not selling, suppliers reporting down, consumers complaining about minor details, the end is near for Apple. Trades down to $160 April 27th. Instead Apple crushes quarter, huge $100B stock buyback, divy increase... up 15%. Cook praises Tax reform.

In nearly every circumstance where public outrage and news blasts a solid US company for some minor incident, it has been profitable to buy the dip. I can provide many more examples if so desired.

Re: Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

#78

Post by vasco »

nodesocket wrote: post #77

How many times are we going to see outrage news that would lead us to believe a company is on the brick of disaster, yet the opposite occurs. Instead of using emotions, let me present facts with stock prices: United Airlines passenger pulled off PR disaster stock was up 13% 3 months later. Facebook cambridge analytica at lows at $160. Today $FB closed at $186.99. Tesla report of death while car was in autopilot and p…

It's almost as if journalists aren't actual stock market analysts. Media in general suffers from believing their own lies. News rooms hype up stories with outrage based on "it is said that..." kind of stories, which then generate clicks, and somehow think this has anything to do with companies bottom lines.

Re: Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

#79

Post by moomin »

vasco wrote: post #78
nodesocket wrote: post #77

How many times are we going to see outrage news that would lead us to believe a company is on the brick of disaster, yet the opposite occurs. Instead of using emotions, let me present facts with stock prices: United Airlines passenger pulled off PR disaster stock was up 13% 3 months later. Facebook cambridge analytica at lows at $160. Today $FB closed at $186.99. Tesla report of death while car was in autopilot and p…

It's almost as if journalists aren't actual stock market analysts. Media in general suffers from believing their own lies. News rooms hype up stories with outrage based on "it is said that..." kind of stories, which then generate clicks, and somehow think this has anything to do with companies bottom lines.

Yeah, I remember when Enron used to shrug off negative news by showing their stock price graphs. The market doesn’t always price in bad news, until it does.

Re: Tesla’s Engineering Chief Takes Leave of Absence at Pivotal Moment

#80

Post by nodesocket »

moomin wrote: post #79
vasco wrote: post #78

Earlier quoted context omitted.

It's almost as if journalists aren't actual stock market analysts. Media in general suffers from believing their own lies. News rooms hype up stories with outrage based on "it is said that..." kind of stories, which then generate clicks, and somehow think this has anything to do with companies bottom lines.

Yeah, I remember when Enron used to shrug off negative news by showing their stock price graphs. The market doesn’t always price in bad news, until it does.

Do you honestly believe Tesla and Elon are flat out lying and committing fraud like Enron/Skilling though? If you do, that is fine, but I'd be curious to hear your argument.
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