General Discussion: 2018 Investor Roundtable

[mongo]

We know Tesla's in-house general counsel isn't worth much (and I'm on the record saying he should have been fired years ago) so I'm not surprised he didn't typo-check the emails.

From the chain I saw, it was only cc'ed at the end.

 

[Yuri_G]

What is the over/under that Tripp profited off of his "leaks" to the press? Whoever mentioned he sounds exactly like a short is spot on.

 

[Reality]

If the short sellers really do manage to force the stock down during the critical February 2019 period, I wonder if we can crowdfund $900 million in private-placement stock purchases to pay off the convertibles... I kind of suspect Larry Page would do it by himself

I love the idea that there would be a crowdfunding page for buying a stock


You know, instead of just buying the stock


"Reward level for buying 1 share for $350, is the T-Shirt with Elon's face on it!"

 

[Rarity]

Maybe I'm missing what this debate was about. The e-mail from Elon is replicated in the Post piece.

Saboteur or whistleblower? Battle between Elon Musk and former Tesla employee turns ugly, exposing internal rancor

I'm amazed that so far, there have been no injuries in a Model 3. That was the relevant part of the e-mail thread for me.

 

[Zaxxon]

I'm not surprised [Tesla counsel] didn't typo-check the emails.

It's adorable that anyone here thinks that anyone is going to stop Elon Musk from sending off-the-cuff emails (similar to his tweeting). Musk gonna Musk.

 

[Foghat]

It's clear Tesla has proof that Tripp framed his colleagues by using their login credentials and planting spyware on their computers. The saboteur has no defense whatsoever. I'm pretty sure he did threaten to shoot up Tesla, too; good thing his friend called the threat in, because now he won't threaten again. This is adding up to a very clear picture.

We know Tesla's in-house general counsel isn't worth much (and I'm on the record saying he should have been fired years ago) so I'm not surprised he didn't typo-check the emails.

Sleuth hat on, does anyone know what “medical device company” he worked for prior to getting hired by Tesla? Again, he worked for Tesla for about 6 months and made a career change at 40 years old. Interesting to see where he came from.

 

[Drax7]

Sleuth hat on, does anyone know what “medical device company” he worked for prior to getting hired by Tesla? Again, he worked for Tesla for about 6 months and made a career change at 40 years old. Interesting to see where he came from.

Same thought crossed my mind. This guy has a history, premeditated malicious intent
Written all over it.

 

[Unpilot]

I cant bring my self to do it...but maybe one of you brave souls that frequent the short's neighborhood can see.

Is this guy now a hero to them?

 

[Oil4AsphaultOnly]

Tesla confirmed the emails. It's mind boggling that Tesla's general counsel did not stop Elon from sending them. In fact it's clear he sent them without consulting anyone at all otherwise he wouldn't have to correct a typo directly contradicting his message.

All the points of Tesla doing this to discover who else is besides the leaks are well taken. But consider that the other side will just as well have the opportunity to run discovery. And as Elon himself wrote in an email 'of course a billion dollar company has millions of waste'. Maybe true but we know the message is going to be 'Tesla wastes millions'. At least, Tesla picked a firm that's apparently specialized in minimizing investigations and discovery disclosures.

If there's any doubt into drew's motive, notice that Martin Tripp's e-mail (the one that Elon responded with as being a threat) was not included in the chain. That's lying by omission. <--- Mongo set me straight on this one.

You're right that Elon shouldn't have engaged him, but judging from his response, it looks like Elon had a genuine/naive hope that Martin would repent for his transgressions.

 

[mongo]

If there's any doubt into drew's motive, notice that Martin Tripp's e-mail (the one that Elon responded with as being a threat) was not included in the chain. That's lying by omission.

You're right that Elon shouldn't have engaged him, but judging from his response, it looks like Elon had a genuine/naive hope that Martin would repent for his transgressions.

Click on the image.The e-mail you reference is there, but clipped on the initial feed view.

 

[Cosmacelf]

Hope Elon is correct about going cobalt free in a few years.

Your post referred to a new mine. New mines will help cobalt pricing go down, so why does it matter that Tesla is getting out of needing Cobalt?

 

[Foghat]

Same thought crossed my mind. This guy has a history, premeditated malicious intent
Written all over it.

https://sc.cnbcfm.com/applications/cnbc.com/resources/editorialfiles/2018/06/20/Tripp.pdf

It’s interesting the media isn’t foregrounding the confession of Tripp to hacking the system and taking gigabytes of info on manufacturing processes. Also the claim he infiltrated 3 coworkers computers through code to exfiltrate data when he wasn’t there.

These are some pretty substantial claims and counterweights to the “whistleblower” narrative theme.

Also interesting Tripp went to Business Insider first wish his claims. Why not traditional mainstream, since this is safety/whistleblower story?

Again, this leads to why aren’t journalist looking into Tripp a little more and investigating the “third party” claims which appear to be where the real explosive story is... but, again, maybe that hits too close to revenue source home?

 

[Dwdnjck]

Great thanks for the many kind words of support from fellow TMC members, both within this message board and on Twitter over the past 24 hours. You folks are the good ones, the righteous ones.

Right, and niedermeyer has truly shown his colors.

 

[ruralectric]

I'm amazed that so far, there have been no injuries in a Model 3. That was the relevant part of the e-mail thread for me.

Deathtraps, clearly.

 

[sub]

You are right, I shouldn't have said significant. Although we also shouldn't measure this based on full Tesla inventory. AFAIK the discussion is purely about the gigafactory.

Didn't JB address the scrap issue at the shareholder meeting? Correct me if I'm wrong, but I believe he said the scrap is valuable material that is recycled, not just thrown away.

Also, if this Tripp guy was a GF employee, how does he know exact number of cars produced in Fremont? I'm an anti conspiracy person, if Tesla was lying there would be more than this clown leaking that information. Hard to believe it's the crazy guy trying to do good for society and not the actual good people in the company protecting society/investors. Sure.

 

[Wnuk]

Sleuth hat on, does anyone know what “medical device company” he worked for prior to getting hired by Tesla? .

I recall reading somewhere he worked for Mortara Instruments. I've dealt with them for repair parts/support for EKG's.

 

[Zaxxon]

Marques Brownlee on Hot Ones. Talks about Tesla around 6 minutes in. (For those not in the know, Marques is MKBHD, a tech reviewer with a ton of subscribers, and Hot Ones is a show where various folks come on and are interviewed while eating successively stronger hot sauces.)

 

[Remus]

I cant bring my self to do it...but maybe one of you brave souls that frequent the short's neighborhood can see.

Is this guy now a hero to them?

Absolutely

 

[schonelucht]

It's clear Tesla has proof that Tripp framed his colleagues by using their login credentials and planting spyware on their computers. The saboteur has no defense whatsoever. I'm pretty sure he did threaten to shoot up Tesla, too; good thing his friend called the threat in, because now he won't threaten again. This is adding up to a very clear picture.

We know Tesla's in-house general counsel isn't worth much (and I'm on the record saying he should have been fired years ago) so I'm not surprised he didn't typo-check the emails.

I agree 100%. The evidence against Tripp must be overwhelming. That guy is a super idiot. I would expect him to engage Elon in mail and use stupid threatening language as he did. I don't expect the same from a CEO of company with significant legal resources. But yes, those in house resources are not as good as they could be if Elon hadn't somehow appointed his family lawyer as executive lead.

 

[Reality]

Absolutely

I will speak for the shorts


If he has proof that Tesla lied to investors or sent out battery packs they knew were a danger to the public, then yes, he is a hero.


If he is just some angry short, or bitter employee then he is a dirtbag.


Not sure anyone knows for sure.