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Tesla Annual Shareholder Meeting
- Thread starter Buckminster
- Start date
JRP3
Hyperactive Member
Sean Wagner
Member
He didn't address the final part in the question: "how to have confidence in future FSD projections?" They keep saying feature-complete by the end of the year, and home-to-work no-input driving by 2020.... buuuut with how far enhanced summon has been pushed back, I very much doubt we'll get real FSD before 2022.
Sean Wagner
Member
"Take the marketing issue head on..." - shareholder, excellent.
"You could do it, you could change the narrative" - love it.
This line of thought is being taken up constructively and showing promise.
"You could do it, you could change the narrative" - love it.
This line of thought is being taken up constructively and showing promise.
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Doggydogworld
Active Member
@Doggydogworld I certainly hope so. I am somewhat skeptical though, as there are differences in AP2.0 & 2.5. Here’s hoping.
FWIW, there's always an after-hours stock price move after the meeting and it usually means absolutely nothing to the morning stock price action.
There wasn't *much* new at the meeting but there were a couple of interesting points which I am reviewing.
Unfortunately nobody raised the customer communications issues clearly. Next year, perhaps. It was raised last conference call, but it is totally not even close to fixed.
Musk specified very clearly and repeatedly that the two primary things which determined whether a region had good sales were (a) is there a service center in a reasonable distance and (b) are there Superchargers along all the routes I want to take. He's *right*, so I'm glad that he's absolutely clear about that. As far as I could tell, Tesla management didn't understand the service center issue for most of the last six years!
He's consistently admitting that his timelines are wrong and trying not to answer timeline questions. Good.
The questions on media were good, but they didn't quite hit the target... management needs a PR expert and they didn't quite understand that this is an area of expertise where you hire an expert. Musk was admitting lack of knowledge about how to respond, which is good, but he hasn't drawn the logical conclusion that he needs to interview people and find an expert.
There's a couple of things I'm checking on the replay.
There wasn't *much* new at the meeting but there were a couple of interesting points which I am reviewing.
Unfortunately nobody raised the customer communications issues clearly. Next year, perhaps. It was raised last conference call, but it is totally not even close to fixed.
Musk specified very clearly and repeatedly that the two primary things which determined whether a region had good sales were (a) is there a service center in a reasonable distance and (b) are there Superchargers along all the routes I want to take. He's *right*, so I'm glad that he's absolutely clear about that. As far as I could tell, Tesla management didn't understand the service center issue for most of the last six years!
He's consistently admitting that his timelines are wrong and trying not to answer timeline questions. Good.
The questions on media were good, but they didn't quite hit the target... management needs a PR expert and they didn't quite understand that this is an area of expertise where you hire an expert. Musk was admitting lack of knowledge about how to respond, which is good, but he hasn't drawn the logical conclusion that he needs to interview people and find an expert.
There's a couple of things I'm checking on the replay.
I think the PETA lady is full of green house gas- Until and Unless all people in the world stop eating meat, Leather is a byproduct of meat production. What are we going to do just burn the hides? Get over it lady.
I was thinking the exact same thing to myself when these questions were being raised. Tesla *needs* to hire an expert PR firm to take control of the narrative. That's what you do when you don't know the exact solution and what you've tried has barely done anything. I get that Elon is super against advertising, and for good reason, but there are ways to execute sincere advertising campaigns that are truthful, and don't feel like you're making things up to make yourself look good.
JRP3
Hyperactive Member
True, but by removing value from a byproduct you decrease the profit margin of the main product. Frankly I have trouble believing there aren't better alternatives than leather, even with a heated steering wheel.
mtndrew1
Active Member
Also, PR doesn't necessarily mean advertising. It can include all kinds of other things.
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