The most bullish thing about tesla is that BK seems almost too obvious

I assume this is all handled by robots.

Agreed. If there was no problem, he wouldn't be acting this way.

Really fighting the tide on this one.

some person submitting to zerohedge: "TSLA May Have Admitted To Actionably False Statements In Prior Filings"

a few comments on the random discussion.

- Its quite possible Elon is a cokehead. love to hang with him some time but he is damaging his impunity with investors. you can spend forever if the board backs you, and you can make great progress...but once the board becomes a *****...its over. over over over over. boards switch into cash cow mode and fade into irrelevance. then they scratch thier heads wondering why thier cash cow isnt the industry leader. because you are holding the entreprenuers feet to the fire you ****ing idiots

- TEsla doesnt have a liquidity problem but it certainly has a liquidity desire. they can raise cash...but they are exhausting options to avoid that.

- the inventory they are parking was probably not built to order. they tried to hit numbers by building a "whole bunch of this" because thats what we have the parts for but there isnt an immediate buyer for the build.

as for the company as a whole. i think they will do fine in thier space. I sold it because I dont think the sector is as good as other options. why deal with this crap when they only have the upside of a car company?

there is little chance tesla is a billion dollar company any time on the horizon. there are tons of companies i can pick that can 4-10x easily. square, shopify, roku

bottom line elon is probably a cokehead

you can predict the rise and demise of almost any company based on friction with the board. rarely does the company benefit from board friction. The best returns come from tightly held boards and founders that steamroll the board with their founder status. think thompson financial, bloomberg in the old days and more recently bezos, hastings, musk, zuck and dorsey. very few longstanding companies get a new ceo that can steamroll the board and act with the impunity required to win. sadya, tim cook, john chen are in the midst of this but they just dont have the power to spend cash chasing something that gates/jobs/whoever was before chen could chase

this one's about a week or two old but it wasn't posted in this thread yet

Grimes got him all ****ed up.

#WomenAreTheRake

Id love to be a cokehead. what a dream it would be to snort coke without financial repercussions. good for him and I hate this gleeful search for the most stain free acrylic resume. on a tangent now: the world is changing faster than our resumes. i remember a time you could take a client to the rippers no questions. now youd be an idiot to try to pull that off.

we are gently and complacently releasing our freedoms in the name of decency and technology

tesla noob questions:

where does tesla get their raw components? ie the metal for their cars, the seatbelt, the seats. is a lot of it american or do they ship from overseas?

i ask because of potential trump tariffs on all automobiles. major automakers would get waxed, and im wondering if tesla gets more hurt or less hurt than their competition.

The seatbelts aren't attached to anything so no biggie there. They'll just use a wet noodle or something.

Don't know about the other materials but a quick Google search says the following:

Tesla relies on 33 different suppliers in more than nine countries for metals, chemicals, electronics and other raw products for its automobile and electric battery production. As of April 2016, approximately 40% of the company's suppliers are located in the United States, and about 30% are located in Switzerland, Japan and China.

So GM got rekt by steel/aluminum tariffs, but from what I can find teslas aluminum is produced domestically.

Someone asks Elon about Montana Skeptic on twitter, he replies at 3 am with either a sick burn or gibberish depending on your reading of it, then a pic of Miley twerking.


http://archive.is/VGc7H
http://archive.is/lKKo2

Waymo seems so very far ahead of everyone in autonomous cars. They have their cars running in simulation, practicing extreme corner cases that they feed back into their AI. 5 billion miles in simulation already.

Tesla earnings Wednesday after hours should be fun. Aiming to close 315 short between 200-240 depending how things go with stop above 370. Don't see how high can be challenged this quarter with storm surrounding Tesla right now. Also Musks demeanor seems to be pretty solid tell that price gonna tank? If all was well and he was confident would he really be cracking up on twitter calling people pedos?

If Tesla tanks what happens to SpaceX? will it effect it in anyway or are they seperate? I'm just trying to figure out if Tesla tanks will Musk be able to pull it together and keep SpaceX on track. Has he ever faced adversity in one of his companies? His first company crushed it, then he had Paypal. I'm wondering how he reacts here.

I know that stories of poor Model 3 quality are becoming passe but take a read through this thread on reddit. Pretty sad. OP shows pictures of his new car with lots of issues, follow-up posts contain lots more. One of them from a person who had a pool of water in his trunk when he picked it up!

Sales people are reportedly pressuring people to sign paperwork before examining their cars. If you find any defects after that they just tell you to take it to a service center. WTF?

https://www.reddit.com/r/teslamotors...mance_model_3/

finally got around to reading about the ipace. the stuff abotu what people prefer (e.g. charging network, reliability, cargo space, price, autopilot) is whatever to me, consumers will have their preferences and make decisions

but one thing i couldnt help but notice:

90kwh battery @ 240 miles in 2019
75kwh battery @ 240 miles in 2015


says a lot to me about how far ahead technologically tesla is. When tesla is ready to put their new 2170 batteries & motors into X and S, maybe in a few years, they will be able to maintain that margin.

hardly gg imo as long as they can keep selling these things.

It's not really sad, it's hilarious that a fanboy (I guess TS would call them cuckboys) would even drive that off the lot when it's all gunked up, scratched, and covered in bird *****e. Any sane person would've demanded to see a manger and refused to take possession until those issues were fixed.

There is the TS bat signal.

y'all get your limited edition surfboards?

haha no doubt, it's as if all these new owners are a bunch of millenials who have never taken delivery of a new automobile before... I can use derogatory since I am one!


I had an eye opening moment regarding AUTOPILOT when I was out to dinner with a couple of Model S owners (not fullblown rage fanboys, but Elon fans for sure).

I was explaining driver assist features of my 2017 F150, namely lanekeep and adaptive cruise control (Very cool, but I consider these simple safety features. By no means does my vehicle "drive itself".)

They elaborated that this is basically what their Tesla's are capable of, and seemed rather surprised that a domestic, blue collar, #1 in sales pickup had the same technology.

Let me know how those features work out for you’re taking a curve in the road

Your Model 3 may be built by a guy who installs solar panels for a living.

But this time, it's a bit different, current and former employees say. Tesla is not only flying workers in from out of state, as it has in the past, but is also enlisting employees from its residential energy business to work on making cars in Fremont. Some were also routed to the Gigafactory in Sparks, Nevada, where it manufactures batteries.

...

Among other tasks, workers in the tent tear open boxes of batteries, get them out of the way fast, and then get underneath vehicles to push batteries into place and secure them. Tesla said that only about 20 percent of the Model 3s produced last quarter came off this line.