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Old 10-19-2018, 03:21 PM   #5926
de captain
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Re: TSLA showing cracks?

Just go back in this thread about 12-18 months to find out.
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Old 10-19-2018, 03:25 PM   #5927
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Re: TSLA showing cracks?

So what happened to the full self driving option? Is it now included for free in their cars? Did they roll the functionality of it into the "enhanced autopilot?" Or are they removing full self driving completely from the cars? Is it hardware or software? I remember when you went to order a model 3, you could choose 2 optional things, one was $3k and one was $5k. Now they just have the $5k option (or $6k if you do it later).
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Old 10-19-2018, 03:32 PM   #5928
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Re: TSLA showing cracks?

Fully self driving was total bull****, another lie from the liar and conman, Elon Musk.

Musk admitted a few days ago that the current hardware/chip can't do FSD after saying for years it could.

Today they pulled the $3000 FSD option they've been selling for years and promising "soon".

A lawsuit is currently ongoing over Musk's fraud with FSD. Might be related. Might not.
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Old 10-19-2018, 05:40 PM   #5929
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Re: TSLA showing cracks?

A good article that shows how everything I said about Musk is true. He's a total dickhead who has no real skills apart from well-honed conman abilities. He's incompetent at coding, incompetent at manufacturing, incompetent at managing, incompetent at details. He's brilliant at creating a cult of personality however that the media and losers lap up.

https://www.cnbc.com/2018/10/19/tesl...o-manager.html
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Old 10-19-2018, 05:42 PM   #5930
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Re: TSLA showing cracks?

It's hilarious that their workers started using kanban boards, a part of TPS/Lean but felt they had to hide them. LOL
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Old 10-19-2018, 05:47 PM   #5931
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Re: TSLA showing cracks?

Yeah. Tesla actually had a shot without this loser in charge. His daddy paid for his early internet projects were he got lucky (in spite of himself - he had to be pushed aside by competent management as the business grew because his coding sucked and he couldn't work with others or change) and he's been incompetent ever since at anything involving detail or planning or requiring intelligence. With SpaceX he got lucky to partner early with a brilliant rocket engineer who did all the work while Musk hustled up funding.

Musk seems to be a great money and PR guy (he's got a very well developed hustle), perhaps a good energizer as the company mascot, but he has a pretty low intelligence and as an engineer and manager he's a loser and does a lot of damage.
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Old 10-19-2018, 06:58 PM   #5932
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Re: TSLA showing cracks?

Elon Musk needs an Alan Mullaly or Tim Cook to actually run the entire business while Elon goes out and promotes Tesla to sell cars. He sounds a lot like Steve Jobs in many ways, but Steve had the smarts to delegate operations to an operational genius.
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Old 10-19-2018, 07:08 PM   #5933
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Re: TSLA showing cracks?

Quote:
Originally Posted by ToothSayer View Post
Musk seems to be a great money and PR guy (he's got a very well developed hustle), perhaps a good energizer as the company mascot, but he has a pretty low intelligence and as an engineer and manager he's a loser and does a lot of damage.
Elon Musk is subconsciously a genius at PR. Nobody else talks about Ford / GM or any of the other boring car brands.

They spend 0$? on advertising?
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Old 10-19-2018, 07:24 PM   #5934
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Re: TSLA showing cracks?

Quote:
Originally Posted by ToothSayer View Post
Yeah. Tesla actually had a shot without this loser in charge. His daddy paid for his early internet projects were he got lucky (in spite of himself - he had to be pushed aside by competent management as the business grew because his coding sucked and he couldn't work with others or change) and he's been incompetent ever since at anything involving detail or planning or requiring intelligence. With SpaceX he got lucky to partner early with a brilliant rocket engineer who did all the work while Musk hustled up funding.

Musk seems to be a great money and PR guy (he's got a very well developed hustle), perhaps a good energizer as the company mascot, but he has a pretty low intelligence and as an engineer and manager he's a loser and does a lot of damage.
The irony is this is a valuable talent on its own
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Old 10-20-2018, 12:07 AM   #5935
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Re: TSLA showing cracks?

Quote:
Originally Posted by Tien View Post
but Steve had the smarts to delegate operations to an operational genius.
Isn't this true only the second time around? Maybe Musk needs to get canned once to learn.
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Old 10-20-2018, 04:30 AM   #5936
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Re: TSLA showing cracks?

Tesla could have been a successful niche EV company without Musk in charge. Of course, it would never achieved this kind of valuation and fame.
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Old 10-20-2018, 05:14 AM   #5937
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Re: TSLA showing cracks?

Did the world collapse yet?

Do people realize that Tesla is only selling the M3 in the US and Canada? When people talk about demand collapsing, do they read what they write before sending or just don't give a **** anymore?
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Old 10-20-2018, 05:53 AM   #5938
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Re: TSLA showing cracks?

Someone posted a website with all the Tesla inventory (i.e. available cars) a while back with the possibility to filter, etc. I am too dumb to search this thread and find the post. I think it was syndr0me, but I might be wrong. Any help much appreciated.
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Old 10-20-2018, 10:42 AM   #5939
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Re: TSLA showing cracks?

https://ev-cpo.com/hunter/


Musk tweeted FSD is now "off menu" because it was confusing customers.


I smell a lie
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Old 10-20-2018, 10:46 AM   #5940
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Re: TSLA showing cracks?

A good summary of Tesla's obvious accounting fraud. There's a reason the entire accounting staff has quit:

https://twitter.com/ElonBachman/stat...12374593359872

The thread goes into how SolarCity was going down the same way, which is why Musk thrust it on his shareholders with lies (bankruptcy and fraud charges were inevitable after they had to restate earnings had SCTY not been bailed out by Tesla shareholders).
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Old 10-20-2018, 12:11 PM   #5941
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Re: TSLA showing cracks?

There is some stuff coming out about how mechanics pulled from service centers to help with burst week are being billed to RD


I almost wonder of deepak is incompetent or complicit, honestly not sure.
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Old 10-20-2018, 09:09 PM   #5942
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Re: TSLA showing cracks?

So now Elon wants to put in a dog-safety mode into the cars.

https://www.engadget.com/2018/10/20/...og-mode-plans/

I bet that every time he agrees to do something like this he shifts resources from something at Tesla that actually needs working on and gets people to do work on one of these niche features that most people don't care about.
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Old 10-21-2018, 12:46 AM   #5943
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Re: TSLA showing cracks?

https://twitter.com/TeslaCharts/stat...35038133280768
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Old 10-21-2018, 09:04 AM   #5944
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Re: TSLA showing cracks?

TSLA reports in a couple weeks. Will they rally on the report? Seems like a lot of people think they will beat but a lot of people also seem to know it's not legitimate.
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Old 10-21-2018, 10:06 AM   #5945
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Re: TSLA showing cracks?

The cash number will surprise i think, but without fraud it should be obvious they will never be profitable
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Old 10-21-2018, 11:39 AM   #5946
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Re: TSLA showing cracks?

The internal accounting software is a giant red flag imo.

One of two things are true:

- Musk is such an incredible loser/micromanager/control freak who wants to vertically integrate everything to the extent that he even spends a large amount of programming resources developing in-house accounting software rather than using the perfectly capable off-the-shelf accounting software

- Musk developed in-house accounting software to help with accounting fraud.

Given that Musk has a long history of deliberate fraud (SCTY deliberately inflated production costs by over 100% to defraud Oregon, for example; they also had to restate due to other accounting fraud, and got sued for plenty of other frauds for which the Tesla bailout saved them from further scrutiny/bankruptcy), I'd say the latter is more likely.

This is also an excellent overview of the Tesla accounting tricks to boost cash this quarter. Stuff like taking payment and not delivering the car, selling it someone else for their cash instead. What kind of "about to become permanently profitable" company pulls tricks like this?

Last edited by ToothSayer; 10-21-2018 at 11:51 AM.
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Old 10-21-2018, 12:27 PM   #5947
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Re: TSLA showing cracks?

Agree on an internally developed ERP system is a red flag


Its really weird, ive always assumed it was just a module or something that was internally developed, like inventory or something, that plugged into the main GL, but i have no idea and haven't seen anything to support that idea
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Old 10-21-2018, 04:55 PM   #5948
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Re: TSLA showing cracks?

Tooth, sometimes you seem pretty savvy and straight, and then sometimes you take a crap on Musk in ways that make you seem like you have motives and an axe. It makes your solid analysis less believable. Did he run over your dog in an electric vehicle or something?

ETA: I'm not trying to be an ass. Just, sometimes it seems more vindictive and less investment analysis.
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Old 10-21-2018, 04:56 PM   #5949
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Re: TSLA showing cracks?

I've worked for companies that developed their own internal systems, when every employee was wondering why they didn't buy something off the rack. ... seems like a common, simple mistake to make.
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Old 10-21-2018, 05:05 PM   #5950
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Re: TSLA showing cracks?

Quote:
Originally Posted by ElSapo View Post
I've worked for companies that developed their own internal systems, when every employee was wondering why they didn't buy something off the rack. ... seems like a common, simple mistake to make.
Bolded is not the Musk way. Must reinvent the wheel only better, faster, more energy efficient.
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