Artful Dodger
"Neko no me"
Well, 2021 technically, but you get what I mean. Its the 'old' vs. the 'new'...
Cheers!
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Is he saying he's better than Randy Pobst, seriously? lol
Gosh, I have never seen that table before. Thanks for bringing it to my attention.I am sure we all are a bit disappointed that the whole investing world doesn't have any clue what is happening with Tesla.
However, that will all be solved by time.
Now, it may be helpful that in the mean time we at least understand each other when communicating about our beloved stock.
As we have some British members here, may I suggest reading this in order to understand what some of us are writing?
View attachment 673888
The tranches are also released based on revenue and EBITDA operational milestones, which are being passed regardless of market cap.If you think Elon is going to get anywhere near as big of a pay package for his next deal, I have a bridge to sell ya. It's one thing to get a pay package like he got when the company is only a 30 billion company. Drastically different when the company is valued at 600 billion
Plus the conditions would be 10X harder to hit. The only reason it's been so impactful to earnings so far is literally because of the 2020 rally....otherwise it would have take years longer to complete.
Very interesting.I am sure we all are a bit disappointed that the whole investing world doesn't have any clue what is happening with Tesla.
However, that will all be solved by time.
Now, it may be helpful that in the mean time we at least understand each other when communicating about our beloved stock.
As we have some British members here, may I suggest reading this in order to understand what some of us are writing?
View attachment 673888
For arguments sake. How much do you think he should get if Tesla's value increases from c.$600b to (e.g.) $3T? he would have created 5x more value than has been done to date. Should he get paid 5x what he has currently earned?
I think there's a strong argument for the next bonus plan to pay more than the current one, but it would probably bump up against limits on what is acceptable to society at some point.
Surely you can't be srius.Biggest risk is that Elon, unlike Jobs 2.0 and Bezos, continues failing to put a strong management team in place.
How much does Elon think he needs for Mars colonization? I figure that’s the answer.For arguments sake. How much do you think he should get if Tesla's value increases from c.$600b to (e.g.) $3T? he would have created 5x more value than has been done to date. Should he get paid 5x what he has currently earned?
I think there's a strong argument for the next bonus plan to pay more than the current one, but it would probably bump up against limits on what is acceptable to society at some point.
“Tesla Economist” YT channel gives reasons that he sees that support the 4680 in Plaid hypothesis.
Any thoughts, rebuttals?
IMO, Elon's already incentivized for that mkt cap gain. If he owns ~25% of TSLA, his net gain is about $600B (or 3 "Bezos"). Elon's 2018 CEO comp shares have to be held 5 yrs after vesting, and I expect TSLA to go to more like $6T by that time (Robotaxi realized). That's a net gain of $1.35T vs today's Mkt cap.
Elon has shown he is not motivated by money (he's selling his last California home, and lives in a $50K rental house in Boca Chica). Elon will use his TSLA weatlh to finance his dream of creating a colony on Mars. I expect that X.com will be a large part of his financial future, becoming a holding company for all his various businesses.
I also DO NOT expect Elon will ever sell his TSLA shares. Instead, I expect he will borrow against them at low margin rates, allowing their continued appreciation to outpace the slow increase in interest expense.
This is a future I find both exciting and compelling. But I don't think Elon needs more money to want it to succeed.
Cheers!
Interesting discussion. I also find it an exciting and compelling future. I don't know how Elon would think about it but the natural appreciation of his currently owned stock is what he is paid as an investor to put his capital at risk. Wouldn't he want to also get paid as a CEO if he keeps devoting significant time to Tesla?How much does Elon think he needs for Mars colonization? I figure that’s the answer.
edit: what @Artful Dodger said
Let's wait and see what happens in German court today. Those cells are a highly needed item. It'd be folly to turn off a 10 GWh/yr supply of 18650s when Model Y on 2 continents are waiting for the new form factor cells.In fact, their cancelling of the Plaid+ leads me to suspect the 4680 line isn't outputting like they'd hoped just yet and they need more time to ramp the 4680 up.
They must be held 5 years post exercise (minus sale to cover taxes and the $350.02 per share valuation pre-split(s), unless these costs are covered by outside cash (simultaneous leverage?) ). The clock has not yet started on any of the vested tranches which must be exercised by January 20, 2028, or 1 year post termination of employment, whichever comes first.Elon's 2018 CEO comp shares have to be held 5 yrs after vesting,
I don't think much has changed with the battery production. Tesla is interested in making more money sooner since plaid motors were ready. The plaid+ was seriously preventing people from ordering the Plaid as we can tell by the allocation of ordering from the cybertruck(most people seriously don't mind spending more for more range). So they canceled plaid+ as a business decision. Plus they expects some delays from the batteries by guiding 12-18 months till volume production since battery day. If it's 18 months then it's 6 additional months of poor plaid sales.This is his third video on the subject and he just keeps repeating the same conjecture and talking points over and over again. It's all loose speculation though, we don't actually know the weight of anything specifically. I think he's simply hunting for clicks and views while the topic is hot.
My hunch is the Model S still uses 18650's and the weight reduction is simply due to a new battery pack structure, lighter motors, and other weight saving improvements. If it really had 4680's I'd expect greater ranges for both cars, like what was specified for the Plaid+ which WAS going to use the 4680's. In fact, their cancelling of the Plaid+ leads me to suspect the 4680 line isn't outputting like they'd hoped just yet and they need more time to ramp the 4680 up.
This is his third video on the subject and he just keeps repeating the same conjecture and talking points over and over again. It's all loose speculation though, we don't actually know the weight of anything specifically. I think he's simply hunting for clicks and views while the topic is hot.
My hunch is the Model S still uses 18650's and the weight reduction is simply due to a new battery pack structure, lighter motors, and other weight saving improvements. If it really had 4680's I'd expect greater ranges for both cars, like what was specified for the Plaid+ which WAS going to use the 4680's. In fact, their cancelling of the Plaid+ leads me to suspect the 4680 line isn't outputting like they'd hoped just yet and they need more time to ramp the 4680 up.
Again, if things work according to plan, Elon will make over $200B per year on average for the next 6 years. That's 1 "Bezo" worth of assets each year.Wouldn't he want to also get paid as a CEO if he keeps devoting significant time to Tesla?
I agree 100% with the first part of the post.This is his third video on the subject and he just keeps repeating the same conjecture and talking points over and over again. It's all loose speculation though, we don't actually know the weight of anything specifically. I think he's simply hunting for clicks and views while the topic is hot.
My hunch is the Model S still uses 18650's and the weight reduction is simply due to a new battery pack structure, lighter motors, and other weight saving improvements. If it really had 4680's I'd expect greater ranges for both cars, like what was specified for the Plaid+ which WAS going to use the 4680's. In fact, their cancelling of the Plaid+ leads me to suspect the 4680 line isn't outputting like they'd hoped just yet and they need more time to ramp the 4680 up.
TE’s theory/speculation that it had the 4680 battery and the plaid is detuned (in terms of range) a bit is interesting.