yes. again, JC is not the only one. he may just be the loudest, therefore the lightning rod. there are plenty bigger shorts behind the scenes that are all too happy to let him do their dirty work in the public eye
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yes. again, JC is not the only one. he may just be the loudest, therefore the lightning rod. there are plenty bigger shorts behind the scenes that are all too happy to let him do their dirty work in the public eye
Does not look that way to me. Looks to me like an instruction coming into both Becky and Joe, then a hand signal from Becky to Joe ~you’ve got this (executing the instruction) or you want me to get it~. Joe then asks the non sequitor question about a previous topic that redirects Chamath from commenting further re how this “Elon is a fraud” narrative flies in the face of large, conspicuous basic facts about Musk, then Andrew asks a question, then after a couple of minutes music comes on and everyone knows they are going to commercial.
Of course, I can’t know what did or didn’t come into their ear pieces, but I strongly doubt it was a “break for commercial” instruction. For me, as Elon now likes to say, “sus.” Actually, quite “sus.”
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Earnings confirmed to be announced 8/1.
Tesla Announces Date for Second Quarter 2018 Financial Results and Webcast | Tesla, Inc.
Tesla Announces Date for Second Quarter 2018 Financial Results and Webcast | Tesla, Inc.
it could def go either way. id love to have been an earpiece there lol
First instance of a P3D vin being assigned that I've seen.
May AWD/Performance Orders -- VIN / Status Thread
May AWD/Performance Orders -- VIN / Status Thread
Here we go. Game on for Max FUD.
ValueAnalyst
Closed
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dmckinstry
Model X 2019
This gets more intriguing... had forgotten about this twitter exchange, between Elon and MKBHD,
So, not only might we see the first P3D reviews within the next couple of days, including MKBHD’s, we might also see the start of a round of Elon doing long form interviews with thoughtful, empathetic hosts within days. I’m thinking Tesla may have flown MKBHD to the west coast for some days with the car and a sit down with Elon.
As has been mentioned here a few times recently, Elon did this quite a lot up until about 2016, and they were very helpful re very large amounts of people learning about and appreciating Tesla, its products, and Elon. He tends to do very well in this kind of setting. Given the current quality of media coverage about the same, getting back to these kinds of interviews could be a tremendous lever for cleaning up tons of FUD. What’s more Elon often let loose some great nuggets for consumers and investors in these interviews with hosts you could tell he enjoyed being with.
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Representative Peter Welch (Vermont) is cosponsor of the House bill to remove the 200k cap on the EV tax credit. Someone on Twitter posted a link to a Teslarati article Tesla buyers eye new EV bill that extends $7500 tax credit and removes 200k cap with a link to Alex Guberman (E for Electric) interviewing Peter Welch. Three main points in the bill:
1. Make the cap time-dependent not based on a cap per manufacturer.
2. Enable the customer to use the incentive as a rebate at the point of sale.
3. Add an incentive for deployment of public charging stations.
Welch of course recommended writing to US representatives.
Below is my draft letter if it saves you any time in getting your own letter out:
Congresswoman ____
Please support the recently introduced HR 6274, removing the tax credit cap on the sale of electric vehicles.
Because our domestic electric vehicle manufacturers (GM and Tesla) are reaching the 200k trigger, the current cap will disadvantage US manufacturers for their “early-mover” investment, and will disproportionately benefit the late-comer foreign manufacturers of electric vehicles who can take advantage of the now-higher demand that GM and Tesla worked so hard to create.
The additional provision in the bill to make the incentive available to the consumer as a rebate at the point of sale will especially benefit lower income families who do not have $7,500 of tax liability, and therefore cannot take full advantage of the current tax credit system.
The final provision in HR 6274 of incentives for the installation of public charging stations would provide impetus to create the robust charging infrastructure essential for consumers to be comfortable transitioning to an electric vehicle.
Thank you for your consideration of HR 6274.
Sincerely,
1. Make the cap time-dependent not based on a cap per manufacturer.
2. Enable the customer to use the incentive as a rebate at the point of sale.
3. Add an incentive for deployment of public charging stations.
Welch of course recommended writing to US representatives.
Below is my draft letter if it saves you any time in getting your own letter out:
Congresswoman ____
Please support the recently introduced HR 6274, removing the tax credit cap on the sale of electric vehicles.
Because our domestic electric vehicle manufacturers (GM and Tesla) are reaching the 200k trigger, the current cap will disadvantage US manufacturers for their “early-mover” investment, and will disproportionately benefit the late-comer foreign manufacturers of electric vehicles who can take advantage of the now-higher demand that GM and Tesla worked so hard to create.
The additional provision in the bill to make the incentive available to the consumer as a rebate at the point of sale will especially benefit lower income families who do not have $7,500 of tax liability, and therefore cannot take full advantage of the current tax credit system.
The final provision in HR 6274 of incentives for the installation of public charging stations would provide impetus to create the robust charging infrastructure essential for consumers to be comfortable transitioning to an electric vehicle.
Thank you for your consideration of HR 6274.
Sincerely,
1101011
Proud TSLA/SCTY shareholder since 2013.
At the current rate, GM's Lordstown Ohio plant may be available soon. We'd welcome such a neighbor!
Esme Es Mejor
Member
All of GM’s plants are under UAW contract, right? That’s the big drawback I’ve seen to acquiring either Fiat Chrysler or Ford. I don’t consider that a dealbreaker, considering all the cash and capacity Tesla would acquire, but it’s a negative.
I was thinking of Honda, actually. I believe their Ohio, Indiana, and Alabama plants are all non-union, but I’m not 100%. And during the last recession, unlike most automakers, they stayed profitable. Their profits took a beating, for sure, but they didn’t lose money.
Esme Es Mejor
Member
Tesla Is Staring Down $267 Billion In Cash Firepower From The Global Automakers
It’s a hit piece, which is all Jim Collins writes about Tesla. And it’s old news, written in March. But it’s interesting because he sees these cash hoards as threats to Tesla. To me, they look like the opposite— they look like a resource to accelerate Tesla’s disruption of the auto industry.
It’s a hit piece, which is all Jim Collins writes about Tesla. And it’s old news, written in March. But it’s interesting because he sees these cash hoards as threats to Tesla. To me, they look like the opposite— they look like a resource to accelerate Tesla’s disruption of the auto industry.
STARR X
Member
40, 60 & 85. I have a 2012 MS85
My birthplace of Anderson, IN was once a GM & Delco Remy & other powerhouse. It’s all gone. The entire city is essentially decimated. A true miniature Detroit. A good chunk of the population is gone, but the town could really use something like Tesla.
Nestle did build a factory there at least.
The owners of large auto manufacturers would never trade stock today at Tesla's SP and market cap.
The owners of Ford can sell their interest based at near today's SP. But Musk can not sell his interest in Tesla today for ~$20 billion. With a high flyer like Tesla SP is more like a spot price.
Tesla can not buy a large automaker. Tesla would not be successful if they bought a large automaker. I am sure that Tesla is not interested in buying a large automaker.
What Tesla needs is periodic capital infusions to grow production in cars and other products. Musk is not actually fighting with shorts because they want "to bring Tesla down". He is fighting with shorts because they are inhibiting access to capital markets.
The owners of Ford can sell their interest based at near today's SP. But Musk can not sell his interest in Tesla today for ~$20 billion. With a high flyer like Tesla SP is more like a spot price.
Tesla can not buy a large automaker. Tesla would not be successful if they bought a large automaker. I am sure that Tesla is not interested in buying a large automaker.
What Tesla needs is periodic capital infusions to grow production in cars and other products. Musk is not actually fighting with shorts because they want "to bring Tesla down". He is fighting with shorts because they are inhibiting access to capital markets.
Preventing Tesla from accessing the capital markets is integral to the short strategy which has the ultimate goal of bringing Tesla down. It's the Chanos playbook that he tried to use on Fairfax.
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