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TSLA showing cracks? TSLA showing cracks?

06-09-2018 , 05:56 AM
Quote:
Originally Posted by Mori****a System
Who? In a few short months, the long range Leaf, the I-Pace, and the Kona are coming out. What makes TSLA superior to the Leaf in the mid range prices, the I-Pace at the high end, and the Kona at the low end? Do those advantages justify buying TSLA for 50b?
A Nissan is a ****ing Nissan, a Hyundai is a ****ing Hyundai and the Jaguar competes with the Model S and X - and will obviously fail.

Tesla competes with the Germans, not with 4th class car companies.

No one has said anything about current valuations, but the (400-x)k reservations + hundred thousands of more potential customers that want an appealing electric car is worth somewhere around 20-30bn.

Quote:
Originally Posted by Mori****a System
Look at Musk's compensation structure and his influence on the board and think about why this makes zero sense.
This is exactly something that he could lose in case of a capital raise.

Quote:
Originally Posted by Didace
Why? For the tech? It's not so special that you'd pay a premium. For the factories? It would help if they weren't such a disaster. For the name? I don't think so.
See above.

Quote:
Originally Posted by TeflonDawg
TSLA the company maybe.

TSLA the debt + OSHA and SEC investigations + etc maybe not.
The OSHA is a minor investigation. What do you think will happen? This is noise.
The NTSB released initial findings that aren't favorable, but far from a disaster.
SEC investigation is a rumor, certainly nothing that will costs billions.

Quote:
Originally Posted by TeflonDawg
Not giving up control of his company is arguably why TSLA may fail spectacularly. I would imagine that's why shorts are short in the first place, because they DO understand his incessant need to control. His inability to delegate is one extra example to that notion. I was under the impression he can't do a capital raise bc he can't disclose information that would be devastating to his agenda.

If you wanna go full tinfoil (tho it doesn't seem too far fetched) he not only can't raise capital, he recently sunk his own money into TSLA as a last ditch effort with what I'd guess is the last bit of available cash he's willing to part with to keep this thing alive. Couple that with TS' Perez Hilton post and the entertaining conference calls...popcorn.gif

All the absurdity and turnover has the feel of the Trump Administration. Then again, Trump seems immune to everything so maybe Elon Musk is too...
This is all speculation. The first paragraph has some validity, if Tesla was going to fail then due to that.

Quote:
Originally Posted by btc
TATA TESLA?
Certainly one contender, probably dozens of Chinese companies as well. Softbank, Saudi Arabia, there are a lot of people with a lot of money that would bid for the assets.
TSLA showing cracks? Quote
06-09-2018 , 07:13 AM
Quote:
Originally Posted by Spurious
Certainly one contender, probably dozens of Chinese companies as well. Softbank, Saudi Arabia, there are a lot of people with a lot of money that would bid for the assets.
Bidding for the assets is not the same as buying the company.
TSLA showing cracks? Quote
06-09-2018 , 09:45 AM
Quote:
Originally Posted by Spurious
The OSHA is a minor investigation. What do you think will happen? This is noise.
The NTSB released initial findings that aren't favorable, but far from a disaster.
SEC investigation is a rumor, certainly nothing that will costs billions.
OSHA, NTSB, SEC, unusual employee turnover, public criticism of Musk's personality and decision making, people literally dying from autopilot, shareholders contemplating fiduciary duty lawsuits, Musk's place on the board seemingly in question every quarter...

You can act like every single one of these things is nonsense and or a nothingburger, but c'mon. You can't look at me with a straight face and not say it's problem.

Quote:
Originally Posted by Spurious
Certainly one contender, probably dozens of Chinese companies as well. Softbank, Saudi Arabia, there are a lot of people with a lot of money that would bid for the assets.
This doesn't vibe with the idea that Musk doesn't want to concede any power or give up his baby in general. Regardless, it would be interesting to see how much these hypothetical bids would go for.
TSLA showing cracks? Quote
06-09-2018 , 10:33 AM
Quote:
Originally Posted by Didace
Bidding for the assets is not the same as buying the company.
Man i would love to know what spurious thinks happens in an asset pch.
TSLA showing cracks? Quote
06-11-2018 , 04:29 PM
Quote:
Tesla (NASDAQ:TSLA) is set to release Version 9 software in August, according to Elon Musk, with updates set to enable "full self-driving features."

While the company has "rightly focused entirely on safety" with previous versions amid limitations on autonomous vehicles on public roads, there may now be some situations where it's genuinely acceptable to let go of the steering wheel.
What is full self-driving features in Musk's universe? Level 2?

And if the current system is the result of full focus on safety, they have no future.
TSLA showing cracks? Quote
06-11-2018 , 04:44 PM
TSLA showing cracks? Quote
06-11-2018 , 05:03 PM
Quote:
Originally Posted by SenorKeeed


Today’s pop is as a result of Musk blatantly trolling by promising full self driving by August (LOL) and a “SpaceX” Rocket thrusters package on the Roadster which may allow the car to fly.

The man has completely lost it.
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06-11-2018 , 05:06 PM
flying cars are big if true
TSLA showing cracks? Quote
06-11-2018 , 05:38 PM
Quote:
Originally Posted by mullen
Today’s pop is as a result of Musk blatantly trolling by promising full self driving by August (LOL) and a “SpaceX” Rocket thrusters package on the Roadster which may allow the car to fly.

The man has completely lost it.
I came out of hiding to express my amazement at the bolded. I thought you were joking or had read The Onion by mistake.

SenorKeed,
bravo.

ASAP17:
I think you misunderstand. I was never mocking the shorts, I don't mock people long or short for their picks or suffering, except maybe Bitcoin guys because they're so ridiculous and down so much.

The rip on what was horrible news but reported by the fake news media as a positive was simply hilarious, because it is just such a ridiculous outcome. The shorts being right and going deep into the red despite everything going their way (except fake news) is just so ironic I can't help but laugh. And today again.
TSLA showing cracks? Quote
06-11-2018 , 06:33 PM
august will come. august will go. there will still be no full autonomy.
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06-11-2018 , 06:57 PM
Quote:
Originally Posted by ToothSayer
I came out of hiding to express my amazement at the bolded. I thought you were joking or had read The Onion by mistake.

SenorKeed,
bravo.

ASAP17:
I think you misunderstand. I was never mocking the shorts, I don't mock people long or short for their picks or suffering, except maybe Bitcoin guys because they're so ridiculous and down so much.

The rip on what was horrible news but reported by the fake news media as a positive was simply hilarious, because it is just such a ridiculous outcome. The shorts being right and going deep into the red despite everything going their way (except fake news) is just so ironic I can't help but laugh. And today again.
Musk will say anything to keep the stock price up. At this point, it's a penny stock that happens to have tens of billions in market cap.

But as this tweet indicates:


sooner or later, reality is gonna come crashing down. Right now we're at this stage:

Elon Musk:


TSLA shorts:
TSLA showing cracks? Quote
06-11-2018 , 09:50 PM
I feel like the news outlets, and probably casual viewers of this thread, are really misinterpreting the catalyst for this latest bump. Elon didn't say "full self-driving by end of August," not even close to that. Both of the comments (about the rocket-powered Roadster and the self-driving software update) were tweets. What he said about self-driving was that version 9 of the software, which will be rolled out in August, will begin to enable full self-driving features. So if the update enables emergency braking, which is a feature of full self-driving, his statement would be true. Then maybe a few months later, it will get updated with a feature to avoid medians. A few months later, etc., etc.

It's like these news agencies can't even understand English. If the owner of a baseball team said, "Next year, we have some talent coming up through our farm system that will provide us with the personnel capable of winning a championship." An appropriate headline for that is not Coach Promises Championship Next Year.

Here's the actual tweet, in response to an owner complaining that the autopilot was driving unsafely:

Quote:
Originally Posted by elon
That issue is better in latest Autopilot software rolling out now & fully fixed in August update as part of our long-awaited Tesla Version 9. To date, Autopilot resources have rightly focused entirely on safety. With V9, we will begin to enable full self-driving features.
TSLA showing cracks? Quote
06-11-2018 , 10:48 PM
In regards to the rocket-powered Tesla, here is the tweet.

“SpaceX option package for new Tesla Roadster will include ~10 small rocket thrusters arranged seamlessly around car. These rocket engines dramatically improve acceleration, top speed, braking & cornering. Maybe they will even allow a Tesla to fly …”

No ambiguity or media outlets not understanding English here. There is no misconstruing this tweet.

I also disagree with your interpretation of self driving and the comparison to the farm team. Musk didn’t say they’d be updating and moving closer to full auto drive. He said the update would “begin to enable full self-driving features”.

What else does this mean aside from enabling self-driving? A partial rollout of the “features” needed for full self drive? That sounds absolutely ******ed. I’m going to fully enable my teleportation device next quarter. It’s a red button with Teleport printed on it that I’ll eventually push. More features to come later.
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06-11-2018 , 10:50 PM
The system he's talking about it totally realistic. He's talking about compressed air thrusters
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06-11-2018 , 10:54 PM
Quote:
Originally Posted by Mori****a System
What makes TSLA superior to the Leaf in the mid range prices, the I-Pace at the high end, and the Kona at the low end?
Quote:
Originally Posted by Spurious
A Nissan is a ****ing Nissan, a Hyundai is a ****ing Hyundai and the Jaguar competes with the Model S and X - and will obviously fail.
It's just amazing to me that spurious couldn't come up with any kind of answer that's responsive to such a simple question.
TSLA showing cracks? Quote
06-12-2018 , 12:41 AM
Quote:
Originally Posted by mullen
I also disagree with your interpretation of self driving and the comparison to the farm team. Musk didn’t say they’d be updating and moving closer to full auto drive. He said the update would “begin to enable full self-driving features”.

What else does this mean aside from enabling self-driving?
So instead of saying version 9 will feature full autonomous driving, removing all ambiguity, you think that's what he meant, but instead said that it would begin to enable self-driving features. From a logic standpoint it doesn't make any sense. And I already explained it from the standpoint of parsing English.

Quote:
A partial rollout of the “features” needed for full self drive? That sounds absolutely ******ed.
That's what I'm saying that he is saying. And I don't think there's much question about it, which is why I'm dismayed at the reports from the media. So to be clear: you think that in August, this version nine update will include full self-driving capability? Full self driving. That means tell it your destination and just take your hands off the wheel and it will take you from Barclays Center to MSG, your house to LAX, wherever you want to go. In two and a half months they will have that. So they suddenly, without any press leaks, went from near last in autonomous driving technology, to being the first to roll out full self-driving, and they will demonstrate it when it's released to thousands of cars in two and a half months. That's what you think Elon means?
TSLA showing cracks? Quote
06-12-2018 , 12:51 AM
Quote:
Originally Posted by SenorKeeed
The system he's talking about it totally realistic. He's talking about compressed air thrusters
I would say technically feasible; not totally realistic.

First it is going to be a fantastically expensive option on an already extremely expensive car.

Second; have you ever released compressed air through a relatively small orifice? I have...it's loud AF. And that's only at 200-300 psi; the SpaceX COPV can handle 5,000+ psi and while I don't know what pressure Tesla is planning on using but I do know it's going to have to be very high in order to store enough energy to have any meaningful impact on the car. And if we're talking even 'short hop' (lol flying car) levels of energy it's going to sound like a damn missle launch when the boosters are activated.

I read on /r/SpaceX where someone calculated 160db based on the current estimated force of the N2 boosters on the Falcon 9. The sound level at the perimeter of the pad during a Falcon9 launch is only 140db and that's an actual rocket launching.

tldr; while extremely cool, it will have ~no impact beyond PR value as it would only be installed on a few hundred or low thousands of vehicles at best...and even then there is no way you are using it on the street at least not at 'flying car' levels of performance.

Last edited by thenewsavman; 06-12-2018 at 01:13 AM.
TSLA showing cracks? Quote
06-12-2018 , 01:00 AM
I mean I'd go so far as to say this is purely a PR play; the only way you could even rationalize something this absurd, and by that I mean R&D costs to integrate 10 boosters + COPV vessles on a relative handful of cars, is to just write most of the expense off as marketing.

tbh I will be surprised if it ever goes to production. Seems like endgame PR to keep the music going. Like Uber and autonomous drone taxis.

I hope I'm wrong as I'd love to see the thrusters in action and in general see Tesla succeed, but this (coupled with their balance sheet) just seems desperate.
TSLA showing cracks? Quote
06-12-2018 , 03:24 AM
Quote:
Originally Posted by Trolly McTrollson
It's just amazing to me that spurious couldn't come up with any kind of answer that's responsive to such a simple question.
I've replied to the question, I don't know who needs an explanation why those three 4th tier car companies have no chance competing with Tesla? You are in Lalaland if you have serious doubts that Tesla is superior to all of them.
TSLA showing cracks? Quote
06-12-2018 , 08:30 AM
Quote:
Originally Posted by somigosaden
I feel like the news outlets, and probably casual viewers of this thread, are really misinterpreting the catalyst for this latest bump. Elon didn't say "full self-driving by end of August," not even close to that. Both of the comments (about the rocket-powered Roadster and the self-driving software update) were tweets. What he said about self-driving was that version 9 of the software, which will be rolled out in August, will begin to enable full self-driving features. So if the update enables emergency braking, which is a feature of full self-driving, his statement would be true. Then maybe a few months later, it will get updated with a feature to avoid medians. A few months later, etc., etc.

It's like these news agencies can't even understand English. If the owner of a baseball team said, "Next year, we have some talent coming up through our farm system that will provide us with the personnel capable of winning a championship." An appropriate headline for that is not Coach Promises Championship Next Year.

Here's the actual tweet, in response to an owner complaining that the autopilot was driving unsafely:
He did it knowing what the intepretation would be


It was disingenious on his part for sure
TSLA showing cracks? Quote
06-12-2018 , 08:59 AM
Quote:
Originally Posted by Spurious
I've replied to the question, I don't know who needs an explanation why those three 4th tier car companies have no chance competing with Tesla? You are in Lalaland if you have serious doubts that Tesla is superior to all of them.
Range? Price? Interior? Handling? Surely you come up with something here.
TSLA showing cracks? Quote
06-12-2018 , 09:01 AM
Quote:
Originally Posted by thenewsavman
I mean I'd go so far as to say this is purely a PR play; the only way you could even rationalize something this absurd, and by that I mean R&D costs to integrate 10 boosters + COPV vessles on a relative handful of cars, is to just write most of the expense off as marketing.

tbh I will be surprised if it ever goes to production. Seems like endgame PR to keep the music going. Like Uber and autonomous drone taxis.

I hope I'm wrong as I'd love to see the thrusters in action and in general see Tesla succeed, but this (coupled with their balance sheet) just seems desperate.
I mean anything to do with Tesla's incredibly expensive supercar is mostly a PR stunt, no?
TSLA showing cracks? Quote
06-12-2018 , 09:02 AM
Packing the car full of highly compressed gas and giving idiots a rocket boost button... is Musk actually trying to kill his customers?
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06-12-2018 , 10:14 AM
Bump

From July 2016

Quote:
Originally Posted by ToothSayer
I've called Tesla entries both long and short in this thread.


Some predictions:

Certain to hit $150 again within two years.
Buyouts make bankruptcy predictions tricky, but I'd say 80% chance of below a valuation of $10 billion within six years.
Less than a month to go, looking a bit dicey here.

Imagine being a "trader" and talking in certainties.
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06-12-2018 , 10:18 AM
NWC,

tooth sayer has won every conceivable Tesla argument and thus will no longer be poasting ITT. Good day sir.
TSLA showing cracks? Quote

      
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