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  1. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thanks. Chanan does an amazing job. So much prep. Stemmed from frustration with ir.tesla.com, but then kept getting improved and improved. He just published a new, edited version to fix things that happen in real-time transcription, etc.
  2. ZachShahan

    Prospective new Model 3 owner is looking for adivce on the owning experience in the Tampa area.

    not sure there's much of use for you here, but here are some "review articles" from our ownership of a SR+ in Sarasota area without home charging: Tesla Model 3 Standard Range Plus Long-Term Review Archives | CleanTechnica have driven up to Tampa a few times, including yesterday. driving...
  3. ZachShahan

    Model 3 No Entertainment for Passenger

    Is an odd issue in the Model 3. Wasn't a problem in Model S/X. Occasionally works to just tap the screen, but I'm not sure why. However, Camp Mode now solves the problem. Just have to turn that on.
  4. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Don't know about Model 3 production in GF3, but it seems logical to work in there if the challenge is simply the production line, not the car design. Based on that quote, I assume you are right and GF3 Model 3 will use the new wiring system.
  5. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thanks. When/where is that August 31 guidance from? I'm personally bullish on Model Y production/deliveries, but would still be cautious about expectations until Elon says more. "Limited production" could start in Q1 and the vehicles delivered at some point in Q2. Tesla is not going to deliver...
  6. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, that was confirmed. The new wiring will not be in the Model 3. Good point. That somehow didn't cross my mind.
  7. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    We don't have precise details on who the vehicles will be for or how many — "limited production" is the key phrase, which could mean different things. Frankly, we haven't even heard if early Model Ys will be for Tesla/SpaceX employees like with Model 3 (unless I missed something). Will Tesla...
  8. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yeah, we'll see. I like that idea. OTOH, not sure how much "limited production" is and how long it takes to get through that to real production. Model 3 limited production was quite limited, but I think we all expect more from Model Y.
  9. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Addendum to our article: I think it's important to remember this is about production. Production ≠ deliveries. Just to try to make sure speculation and expectations don't get out of hand, we will publish another piece to make this point more strongly. Q1 start of limited production and Q3 start...
  10. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Nope Assume it all depends on how that goes, and given Tesla's experience with "production hell," no one is getting ahead of the ball there. Just my assumption.
  11. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Our primary source has a superb track record. Have published some previous info from them and held back on bunch of other info, but it's all proven to be solid. That said, a Q1 2019 target from Oct 2018 is just that — I'll also wait until it arrives before counting Ychickens. Edit: That said...
  12. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I condone that. But not the quotation marks. :D
  13. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla's dead in Q4. Plus, sales = bad because it means those people already got their cars and no one else is going to buy them once everyone who wanted one bought one or something like that.
  14. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Only 93-94K — why so pessimistic? :D
  15. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    OK, that's totally fine and I agree. It just seems that many people treat the numbers like they aren't based on publicly available info (like they have delivery figures from somewhere), so wanted to be extra sure they don't have some source that I somehow didn't know about.
  16. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sorry if I missed something, and I do appreciate what they do, but isn't InsideEVs always just guessing on Tesla? I've never seen any indication they have data no one else has, yet people seem to assume they do. Maybe I missed an update?
  17. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Some Sonnenfeld insight on CNBC: Thought Shultz had a great shot in his presidential run. Tesla has outmaneuvered the SEC by appointing Oracle’s Larry Ellison to its board, says Sonnenfeld. June 12: "he's certainly putting out a rosy picture on demand, which doesn't seem to match the facts..."...
  18. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "He has also authored eight books, including The Hero's Farewell, an award-winning study of CEO succession, and another best seller, Firing Back, a study on leadership resilience in the face of adversity." CNBC bio #Facepalm
  19. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Going by recent BMW exec's comments, can only assume BMW is not securing a large supply of batteries for it — since no one wants EVs.
  20. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    No joke. This was a surprise of the project.
  21. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "Imagine a gathering of your own direct reports. Not your entire team or your entire company, but just the people who have no other boss between you and them. How many of them would there be? Whatever the number, I'm betting it's a lot lower than 29." — Yes, quick reminder for the writer: you...
  22. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I wrote a long article last week basically agreeing with you when it comes to reporters: Why Do The NYTimes & Other Large Media Outlets Get Tesla & EVs So Wrong? | CleanTechnica People were simply discussing if that reporter tended to be more positive or negative, so I shared our data on his...
  23. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So many cases like this. But I also think that's why there's more latent demand in the market than some people thing. Once those people have their fears allayed, and have more time in a Tesla, their minds will open.
  24. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My guess is that he didn't do too well at Tesla and had to find someplace new.
  25. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Interesting to see his evolution from ~74K to ~91K through the quarter. Is that kind of evolution normal for him?
  26. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    According to our last Pravduh About Tesla report, he had 19 negative headlines and 15 positive ones: Rare Net Positive Week For Tesla Media Coverage, But ... (#Pravduh About #Tesla Report 23) | CleanTechnica
  27. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Have to love Business Insider "reporters" who think they're smarter than Elon Musk.
  28. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ha, yes, we've been contacted by countless companies. But we don't blindly believe a competitor who is complaining about a market leader. In fact, I'd say the reaction is quite the opposite. If they are complaining about a competitor, the competitor must be on to something. :D
  29. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A year or two ago, a VW exec expressed what seemed to be genuine bewilderment about BMW's & Daimler's PHEV-heavy strategy. He said something along the lines of, "We [at VW] don't get it."
  30. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    OK, call me naive, but I'm in the media business. Writers generally don't know, or when they know, don't really care who is running sponsorships on our site. We are a relatively small site. I think I rightfully assume that writers and editors at top media outlets mostly do not pay attention to...
  31. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    They also used both "grey" and "gray." Must be on drugs. I'd short the stock.
  32. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is the tl;dr of the article I just mentioned. :D
  33. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Thank you. I've drafted at article about how the goal posts of analyst sales/delivery forecasts shift from one quarter to the next about quarter X (for example, regarding Q4 2018 or Q1 2019 forecasts made during Q3 2018 and then updated in Q4 2018 or Q1 2019, or Q2 2019 forecasts made during Q1...
  34. ZachShahan

    Health Care (out of Main)

    So ... hard ... to ... not ... comment ... on ... political & health care & social theory & Elon Musk & Tesla comms & other off-topic topics! I'll jut say that health care is quite likely going to tip our family in favor of living in Poland over Florida. That and some broader quality of life...
  35. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I definitely believe that. I think it's subtle/scattered enough that the journalists think they are figuring things out. And that's also why I clarify with the term "direct corruption," because I do think this indirect corruption is at play. Useful idiots.
  36. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Gali had a good video on this. (Think it was him, someone debunking Chanos concerns.) Obviously, reporting on this kind of thing at Tesla and nowhere else makes Tesla look abnormal. Need to publish another piece on how that is warping perception of Tesla. Which automakers have had their CEO...
  37. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, I agree with that. I agree with that criticism of auto journalists. I thought we were focusing on more generic tech and business journalists here, and journalists at the top newspapers, which often have a very strict sense of duty and rules regarding bias. One of our people went to...
  38. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If it's a cultural issue, it's very plausible without direct corruption.
  39. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I totally agree that they are in these ways: The Tesla Smear | CleanTechnica However, I think there is too much conspiratorial thinking about journalists and even editors. I think they have been duped, but I don't think they are financially corrupted (in most cases) by advertising* or direct...
  40. ZachShahan

    Reporting on Tesla by Russ Mitchell (LA Times)

    Superb comment. I think you nailed it.
  41. ZachShahan

    Reporting on Tesla by Russ Mitchell (LA Times)

    Tremendous work. Superb. As I was reading through it and looking at the headlines, though, something else came to my mind. My hunch is that he started "learning" from Lutz, Chanos, Spiegel, and the like. He got caught up in the TSLAQ community and arguments — bubbles, they're a thing. Once...
  42. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think there's generally: anti-tech bias and anti-billionaire bias at the NYTimes and in similar places across the industry. They don't understand EVs well, don't understand Tesla well, and don't understand why it's more valuable to offer praise for some successes rather than try to tear...
  43. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    From our research, it's the bulk of coverage at the ~24 biggest media outlets frequently covering Tesla: Pravduh About Tesla Archives | CleanTechnica I think there are a few reasons. Some may have overall corruption at play (would not be surprised if this is the case at BI or CNBC). Others may...
  44. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hey, I object to a corrupt editor changing my preferred word to *sugar*.
  45. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    My goodness — can you imagine if you'd been shorting TSLA since IPO?
  46. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I am with @tinm on the unpopular idea that editors don't worry about who runs ads in the paper. I honestly don't think the editorial side messes with that — probably a good firewall between it. Furthermore, these are people who have risen to the top of their profession, which values objectivity...
  47. ZachShahan

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Oddly, I fully agree with both of you. I'd just add that the "corruption" on the editor end might be simple personal bias. Remember, if they don't have an EV, they probably don't think an EV makes sense. Why that is can vary greatly. The issue of horrible media coverage is something we've been...

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