ValueAnalyst
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Total global capacity ex-Tesla is less than Tesla/Panasonic, and Tesla is growing quicker than anyone else, and that’s assuming other battery manufacturers can match Tesla/Panasonic quality, which we know for a fact is not true.
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Tesla attacks heating up
- Thread starter Henchman
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Total global capacity ex-Tesla is less than Tesla/Panasonic, and Tesla is growing quicker than anyone else, and that’s assuming other battery manufacturers can match Tesla/Panasonic quality, which we know for a fact is not true.
Are they? In general Tesla get's a lot of press, good and bad. But let's check google news and type in "Tesla".
Right now at this moment my news feed is mostly positive, with CR now recommending the car, some German engineers proclaiming the Model 3 to be profitable, Canadians being happy about their deliveries, the power pack getting a SW update.
There is some news about a new Alfa EV sports car, which isn't really negative, as well as another AP crash, which is, but there are already reports that Tesla denies the person has used AP.
Teslarati, not really an anti Tesla site writes:
"Tesla’s race to full self-driving under pressure as GM Cruise gets $2.25B investment"
And business insider writes:
"Tesla has the power to shake up the auto industry if it scales back its product offerings, analyst says'"
If I type in BMW, I get basically the same amount of positive and negative articles, for example:
Bloomberg:
"Trump Tariff Blow Would Go Beyond Sending BMW Sedans to $60,000"
In general, there are no secret conspiracies by "big oil", the (((media))), or something like that. Sure, if you read only the seeking alfa articles of some Tesla shorts, then you might be right, but they did that for years. The AP crashes are a bit annoying, but that won't kill Tesla. Most of the big news people notice, is either Tesla's own fault, or due to their own merit. They just get more press, which is actually a good thing. Otherwise not that many people would know they exist. And saves a lot on advertisement.
SW2Fiddler
We Are Cognitive Dissidents
...is in my opinion a cherry-picked sampling, not indicative of say, the last 30 days.
What about non-secret smearacy projects?
$10 million a year to name just one:
“The Kochs have invested heavily in a pugnacious defense of fossil fuel consumption,” said one conservative energy analyst. “They’ve done this in the electricity sector, and as the debate shifts to transportation they’re behaving true to form.” #KochsTuckers
(I wonder what a little bit of Greg-Palast-style follow-the-money would find on that known initiative.) There’s other in-plain-sight missions like NADA’s and TADA’s organized talkingpoints dissemination.
The “conspiracy” is not remotely deniable, I hate to tell you. That it’s not a secret does not make it not slimy.
Everyone, don’t deny yourself the sheer entertainment value of Keef Wivaneff and his personal campaign to file every picture he can find of a damaged Tesla with the NHTSA (google Whompy Wheels and pass the popcorn). He’s also been Flat-Earthing SpaceX rocket landing (“wocket wanding”) videos. To protect us from “Ewon.”
Toward the general topic: Here’s another tag inspired by the works of the unique FUDflinger we know as “Keef”...
#WhompyWords
I didn't track the news of the last 30 days of course, but from my own experience it's not gotten any more positive, or negative than it ever was. It just reflects what happens right now. If Space X shoots a Roadster into space, you see good news, if Elon lashes out at a conference call, you see bad news. Is it the medias fault? Well, they report what happens. Sometimes it's not informed enough, like with some AP crashes, but mostly it's just what happens.
And sure there are lobby groups working for the Kochs, but like you mentioned, that's not a secret, everyone knows about it. And of course the oil industry will lobby against electric vehicles, just like the paper industry lobbies against digitalization. Honestly, they do:
https://www.smithsonianmag.com/smar...obby-fighting-against-digitization-180949785/
But they don't buy media outlets to spread false information. People that actually own media outlets are people like Warren Buffet(28 daily newspapers), who also owns BYD stock, or Amazon's Bezos (Washington Post), Carlos Slim (majority owner of the NYT), who isn't invested in transportation, Fox and ton of other news outlets belong to the Murdochs and James Murdoch has a seat on the Tesla board, they also own the wall street journal. Bloomberg is owned by Bloomberg, who himself is a major activist for the environment in the Sierra Club, which is also supported by Arianna Huffington, another person owning a big news outlet.
So the idea, that the news would be controlled by the oil industry is pretty outlandish.
Various kinds of liabilities are used to fund operations: loans, bonds, and accounts payable as well as deposits. The deposits were never promised to be escrowed and not used.
SW2Fiddler
We Are Cognitive Dissidents
Thanks for the literate and civil reply. It is a good contrast to the YouTube and Twitter word salad I keep reading.
As I ask my Facebook friends who post Facebook posts complaining about (for instance) Facebook rearranging their news feeds:
"Are we the customer here? Are you paying anything for that news feed? In reality FB is working for the advertisers. You are the Product: FB is selling your Eyes And Clicks. They work for the advertisers." Replace "FB" with what you call "the news" and be honest about whom we should assume they are "controlled by."
Just a thought experiment suggestion.
Everyone go have a great (non-whompy) weekend!
Still awaiting the drive from coast to coast that was to take place last year with a Tesla and no driver interaction - yes there has been a lot of over promises and late delivery, while at the same time the press has been very negatively biased if one looks at the proportion of reporting of Tesla incidents vs other manufactures for vehicles.
Two things are happening from my respective,
1) Tesla doesn't advertise and the press needs to make point that they have power to make things very difficult for anyone that does not play the game and pay up
2) Big oil who is sponsored by gov's via huge subsidies, is seeing the writing on the wall and reacting - they don't want anyone looking their way and they have the funds to campaign (to say things nicely) to persuade the press to toe the line.
One only needs to see what Musk did to the old boys in the launch market ( Russian is now out of that business) for big oil and the whole vehicle service industry to be very worried - thus react to a coming storm.
Two things are happening from my respective,
1) Tesla doesn't advertise and the press needs to make point that they have power to make things very difficult for anyone that does not play the game and pay up
2) Big oil who is sponsored by gov's via huge subsidies, is seeing the writing on the wall and reacting - they don't want anyone looking their way and they have the funds to campaign (to say things nicely) to persuade the press to toe the line.
One only needs to see what Musk did to the old boys in the launch market ( Russian is now out of that business) for big oil and the whole vehicle service industry to be very worried - thus react to a coming storm.
david_42
Member
One of the points that is getting pushed hard, Tesla needs someone as CEO that knows how to manufacture high volumes of cars.
There are only two companies that have produced over 300,000 all-electric vehicles, one of them is Nissan. I don't think their CEO is interested in the job. The other starts with a T.
There are only two companies that have produced over 300,000 all-electric vehicles, one of them is Nissan. I don't think their CEO is interested in the job. The other starts with a T.
YoungStranger
Member
From The Guardian (UK)... a pretty vitriolic piece... not endorsing it... just putting it up here...
Elon Musk: as business fortunes dip, he starts a war with the media
Elon Musk: as business fortunes dip, he starts a war with the media
The first half - and the headline, of course - are more negative than the latter half. I think that's how journalists sometimes defend themselves, pointing to positive points they write about Musk, the Model 3, Autopilot, Tesla, etc... But many readers don't get past the headline or first few paragraphs, so when they write a negative headline and start out with negative statements, that's all most see.
Towards the end he writes:
People - even reporters writing about Tesla - don't seem to understand how many Model 3s Tesla is cranking out. In just the first quarter, Model 3:
- was the highest-selling EV in the US by a large margin
- sold 2X the Bolt (and 3X more recently) in the US
- outsold direct ICE competitors from Mercedes and BMW in California
The average weekly production in second quarter will be at least 3x that level. And just wait until they open the floodgates in July after hitting the 200,000 mark.
People's heads are going to explode when they see them all over, especially around late summer when the Ps and AWDs start showing up in volume in a lot of places with snow in winter (like Boston area where I am) that haven't seen as many of the RWDs.
david_42
Member
Another point that "analysts" have been hammering: Tesla can't make money on the Model 3. A recent teardown and costs estimate by a German company puts the total cost of the $44,000 Model 3 at $28K. Knocking off $3000 for the smaller battery in the base model, that would give Tesla a gross margin around 28%, a number most companies would love to have.
More negatively cast articles. Dana Hull of Bloomberg used to be balanced but since the cash burn piece last month I lost faith in her. Today’s piece on the layoffs perpetuates the negative slant.
Musk’s Model 3 Miscalculation Culminates in Major Tesla Job Cuts
Quartz has run at least two articles that have litttle or nothing to do with crashes yet lead with the same photo of a burnt-out Model S in Switzerland.
Musk’s Model 3 Miscalculation Culminates in Major Tesla Job Cuts
Quartz has run at least two articles that have litttle or nothing to do with crashes yet lead with the same photo of a burnt-out Model S in Switzerland.
YoungStranger
Member
Yet another piece from The Guardian in the U.K... they tend to be rather negative, certainly blowing up the negatives and diminishing the positives... here’s another article.
Tesla workers say they pay the price for Elon Musk's big promises
Tesla workers say they pay the price for Elon Musk's big promises
YoungStranger
Member
More knocking from the Guardian...
https://www.theguardian.com/books/b...n-banks-culture-novels?CMP=Share_iOSApp_Other
I’ve not read the novels but Seems to me that Elon has a better sense of irony and appreciation of the novels than the “literary” journalist. Also for a sense of balance they could have mentioned Elon’s warnings and funding of AI pressure groups
https://www.theguardian.com/books/b...n-banks-culture-novels?CMP=Share_iOSApp_Other
I’ve not read the novels but Seems to me that Elon has a better sense of irony and appreciation of the novels than the “literary” journalist. Also for a sense of balance they could have mentioned Elon’s warnings and funding of AI pressure groups
Tesl won’t stand a chance? Please. Even the iPace can’t match the Tesla of today.
jelloslug
Active Member
Now wait a minute, it has pretty seats and you can wave your foot under the bumper after you smash your watch on the rear hatch to open it.
One company owns the gas station.
Nobody is taking their Porsche or Jag cross country and running an extension cord for 8 hours of 20% charge.
Fallacy thais those behind the 8 ball magically are in front of it without effort.
And moreover, this *sugar* hasn’t even hit the market yet despite the capital differences.
Dillusion.
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