Getting some more confirmation that production numbers are not good: https://twitter.com/TimJFrazier/stat...443530753?s=20

what am I gonna do for entertainment when this ends?

Don’t follow financial news much but saw all the musk related headlines. If TSLA crashes down is this going to have any sort of ripple effect on tech/economy as whole or just be one company failing?

He looked pretty buff during the interview.

In another forum I read, people are saying it's a smear job, just cause the guy didn't like the job. Or didn't realise what he was expecting.

Used to get surprised by human behaviour like this, but it's really standard. I think I'm going to spend the rest of my life looking for Tesla/Trump/Obama on intrade type opportunities.

Juk

I love this thread. Trump is president and you still think billionaires actions have any real life concequences.

Ask Martha Stewart whether billionaires can get away with $70K worth of stock fraud.

A weekend sale at Fremont where you go and pick up a Model 3 instead of having it delivered to you?


https://teslamotorsclub.com/tmc/thre...remont.128075/

I wonder what forum that could be

Which forum?

He seemed autistic during most of the interview. Either that or it was like he was practicing for a deposition by answering questions as awkwardly as possible.

holy crap, 5M views in the first 24 hours, and that's just youtube!

Elon smoking the blunt is front page on wall st journal today. We def live in a simulation.

That's how he always talks.

Maybe it was just the tone of interview, or Rogan messing with him. Musk always seemed to have a quick wit and livelihood to him, at least up until the last 18 months or so. That just seemed off. Rogans wrinkled forehead, Musk botoxed and expressionless.

Old age + lots of drugs + stress + not that mentally well to begin with + too many asslickers = he's gone, and probably never coming back.

Seen it a lot with these no-too-bright heavily overcompensating world on their shoulders kind of guys. It works while they're young enough to throw frenetic energy at it, but when aging starts to decrease their energy levels and mental quickness, it all falls apart in a rather ugly way, because it's all chaotic energy and not built on anything real.

Odd how the electric vehicle market is seldom discussed here. Aren't the TSLA longs concerned how companies with actual real manufacturing capabilities, like Jaguar, BMW and Audi, are about to eat TSLA's lunch? These companies are professionally ran and they have huge marketing budgets to sell their new EVs. TSLA has benefited from very little marketing, you never see a TSLA commercial on TV. They had first mover advantage for a while but that's about to come to an end.

In general, I think the bear case is strong with Tesla, especially so at $300+. But the talk of imminent Chapter 11 is severely overblown in this thread imho. A couple things need to happen for TSLA to stay alive, and if they do stay alive the bull case isn't hard to make.

1. Musk needs to learn to delegate and hire someone/a team to manage manufacturing, production, and the supply chain. The recent promotion of Guillen signals Musk is ready to offload some responsibility. Hell, Tsla could continue growth at their current pace and stay alive if #2 happens.

2. Tesla needs cash. Yes I know their bond rates are increasing every day and they are basically priced out of the bond market. But by all accounts, Musk is extremely connected to most of SV and has found unlikely financing several times in the past. That he finds a few $B is plausible and perhaps even likely.

Regarding possible declining demand, I don't know enough to project future sales numbers etc. But my point I think is that oom leaps at like $50 strike are not close to +ev

How does the range of other EVs compare to Tesla?
Does Tesla not have an edge in terms of its charging network?
And in access to battery supply? I thought some of the majors are limited in terms of access to batteries?

Model S & X have a virtual monopoly until this month, when the better-than-X iPace comes out.

$35k Model 3 (which won't be here until well into 2019) will be substantially inferior to a range of 2019 EVs. The majors have Tesla crushed on mass manufacturing and quality. Musk is completely incompetent and Tesla's culture is toxic and antithetical to quality manufacturing.
A small edge, in California mostly. You're forgetting that long range hybrids (with a small generator) give you all the benefits of a battery and electric drive with unlimited range. Any of these have a huge edge over a ****ty range limited Tesla. Quite a few of these offerings will be out in 2019.

It's really ****ty to have to stop and charge for half an hour every 170 miles (less with air conditioning) with a base Model 3. Only rich cucks with fat ADD kids enjoy that sort of thing.
No, Tesla have no advantage in battery supply. Its pure nonsense that the majors have battery access limitations. It ill be Tesla who will end up having battery access limitations because it's bound to purchasing a particular chemistry to pay off Panansonic's investment (who will also sell to other car makers). That chemistry will likely become obsolete, particularly in terms of charging speed. There are a number of new chemistries entering production that are superior to current batteries.

My $0.02 is that plug in hybrids will have a huge advantage over the near medium term for reasons that TS mentioned. It’s especially true for markets where people drive further and charging infrastructure will lag.

This is why the model 3 niche is so small. Even people using it as a daily commuter would rather have the hybrid alternative for their 1-2 trips a year where they need more range. It just doesn't make sense to buy electric only with battery tech that's in its infancy from a company that hasn't yet figured out how to build a car without major glitches and is going bankrupt within the warranty period.

Model 3 is only selling because it still has a cool/status factor for poor people but that's going to fade very fast.

Morton already named the CFO of Anaplan


That means he probably started looking to leave after 1 week.


That or he had the anaplan offer and tesla offer at the same time. Either way it says really bad things about the guts of Tesla's financials