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General Discussion: 2018 Investor Roundtable

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Up thread it was said that Tesla has ordered new paint systems from japan. It’s not know, I don’t think, if theses are repacking existing systems, supplementing or creating a new paint shop.
Appreciate if anyone has insight. This seems needed to get to 10,000.

Does it matter? Tesla buys the capacity it needs from a vendor.

The paint shop process is plug and play to install, but takes skill to run. The biggest problem for Tesla with the VOC limitations in California may be space. The more hours a car spends in paint the more space is required for that operation. Double the hours doubles the footprint.

The very low VOC paints are probably less forgiving in application and need more energy and time to cure. The point made in another thread about Tesla's use of glass roofs to reduce paint volume is interesting.

I'm sure Tesla has had many discussions with California regulators and politicians along the lines of "Do you want car production in California?".
 
  • Informative
Reactions: neroden
we can keep an eye on the pace and character of media responses to Elon’s tweets about the media.

Pravduh tweets last month were swiftly met with a flood of media commentary calling him paranoid, unfit to run a company, Trump-like, desperate and pointing fingers at everyone else for his so-called sinking ship.

So far I’ve only seen this,

Elon Musk lashes out at the media, again

note

1) it’s far less agressive in framing Musk in unflattering terms

2) Business Insider, Reuters, and CNBC all declined requests for comment from the author (and it was a CNBC article)

3) again, it’s the only direct article on this early AM’s Elon Tweets appearing at this point


It’s quite early, but, maybe, this is the first sign that the amount of teeth/cards showing through Elon’s tweets have changed the game to the point that at least some of these media outlets are now looking at what they pump out about Elon, Tesla, and its products, with an eye towards potentially being held legally responsible in a context where they do not know all the cards Elon is holding.

Remember, per Taibbi’s book, it was a lawsuit by Fairfax Financial that turned back the game Chanos et al were playing with media, Fairfax employees, regulators, etc, to try to steer Fairfax into a fabricated crisis of confidence.
 
Does it matter? Tesla buys the capacity it needs from a vendor.

The paint shop process is plug and play to install, but takes skill to run. The biggest problem for Tesla with the VOC limitations in California may be space. The more hours a car spends in paint the more space is required for that operation. Double the hours doubles the footprint.

The very low VOC paints are probably less forgiving in application and need more energy and time to cure. The point made in another thread about Tesla's use of glass roofs to reduce paint volume is interesting.

I'm sure Tesla has had many discussions with California regulators and politicians along the lines of "Do you want car production in California?".
Maybe regulators don't want car production in California.
 
we can keep an eye on the pace and character of media responses to Elon’s tweets about the media.

Pravduh tweets last month were swiftly met with a flood of media commentary calling him paranoid, unfit to run a company, Trump-like, desperate and pointing fingers at everyone else for his so-called sinking ship.

So far I’ve only seen this,

Elon Musk lashes out at the media, again

note

1) it’s far less agressive in framing Musk in unflattering terms

2) Business Insider, Reuters, and CNBC all declined requests for comment from the author (and it was a CNBC article)

3) again, it’s the only direct article on this early AM’s Elon Tweets appearing at this point


It’s quite early, but, maybe, this is the first sign that the amount of teeth/cards showing through Elon’s tweets have changed the game to the point that at least some of these media outlets are now looking at what they pump out about Elon, Tesla, and its products, with an eye towards potentially being held legally responsible in a context where they do not know all the cards Elon is holding.

Per Taibbi’s book, it was a lawsuit by Fairfax Financial that turned back the game Chanos et al were playing with media, Fairfax employees, regulators, etc, to try to steer their short of Fairfax.

I wonder what it would take for Tesla (TSLA) to reverse and go "unpublic".
 
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Reactions: saniflash
heavy effort by those with shorts to flood the tweets from Elon today with their false narratives amid the responses to his tweets. for those unfamiliar with twitter, most liked replies to each of Elon’s tweets filter to the top. currently short false narratives are filtering to the top. you can vote with your twitter account by liking tweets that are based on the facts.

Elon Musk (@elonmusk) on Twitter

easy and free to create a twitter account. the bulk of Elon’s response today were replies to other tweets, found on the “tweets and replies” tab.
 
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