Perhaps after Tesla is a household name like Apple before the passing of Steve Job. Tim lost that magic touch, but the iphone has already taken off to the stratosphere. When it comes to innovation, Apple is completely losing its touch and are losing fans rapidly to competition. You think Tesla, with less than 1% of total marketshare of all cars sold can now succeed without Elon? That's a little premature to make that call don't you think?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Perhaps after Tesla is a household name like Apple before the passing of Steve Job. Tim lost that magic touch, but the iphone has already taken off to the stratosphere. When it comes to innovation, Apple is completely losing its touch and are losing fans rapidly to competition. You think Tesla, with less than 1% of total marketshare of all cars sold can now succeed without Elon? That's a little premature to make that call don't you think?
jhm
Well-Known Member
It's the obvious sensationalist slant of the reporter to focus on such situations.
But the obvious, less sensational point is that Norway has huge demand for EVs. New EVs alone are not satisfying that enormous demand. And to the point of my prior post, this has consequences for ICE resale values.
Given how expensive some of the tolls are for ICE in Norway (think $20 daily to commute to work), it can make owning an old ICE vehicle more expensive to operate than buying a new EV. Thus, many frugal drivers who would prefer to buy used vehicles are force economically to buy new because there is an insufficient supply of used EVs to select from. So when used car buyers are pushed into buy new EVs, who's buying the used ICE vehicles? I suspect that trade with other countries will have to balance out the market.
In the meantime, Tesla will do what it can to satisfy demand for affordable EVs in Norway. And if the German government wants to subsidize used EVs in Norway that's their business. Nevertheless, we very well could see Norwegian vehicles in use electrify much faster than anyone would have imagined.
Of course, he'd become Tesla's first "not a CEO".
Edit: Looks like the game today with shorts will be trying to keep TSLA below 275 into the close.
If Elon gets banned/or end up in Jail from Tesla, you can bet your ass this stock will tank. This stock tanked after losing a CFO to retirement.
Elon is no longer CEO but can remain as lead designer engineer..Tsla tank but will recover
Elon completely banned from doing anything Tesla, stock will tank hard will need complete confidence that Tesla can still grow and has the same enthusiastic fans as before before sp can recover.
Believing that the stock doesn't tank is naive. Not saying Tesla is going bankrupt without Elon, just talking about SP here.
Todd Burch
14-Year Member
Just talked via phone with a nice person in the Clerk's Office of S. District Court NYC. All questions answered. Phone taken on entering and you are given a 'hat check' for it. I can check the judge's schedule next week and plant myself in her courtroom the minute it opens IF she has an earlier case. 'Should not be a problem getting a seat as SEC vs EM probably not that big a deal' (per clerk)......Not buying that one
If any other 'Tesla person' is going....Lunch from the court vending machine on me ( especially if you save my seat for Restroom breaks )
Going to be discreet. No T shirts with 'Short Enrichment Commission'/Tesla jacket though I might give myself away IF I high five his lawyers as they enter the courtroom
Great. Yes, please be discreet. We don't want to create a situation that would give the impression of introducing bias in the courtroom.
ZachF
Active Member
No worries........If I do something indiscreet I will say I am 'Todd Burch'
. j/k.....I just want to listen/try to gauge body language/non verbal cues so I don't have to rely on FUDsters' accounts of the hearingNew letter from Elon:
Tesla CEO Elon Musk sends letter to assuage employees, tells them to prove themselves
"There still some uncertainty around Tesla stores and the sales team. Hopefully, this note clears things up. Please let me know if there’s anything I’ve forgotten to address.
– Stores with a high visitation rate and that lead to significant sales will absolutely not be closed down. It would not make any sense to do so, except in rare cases where the rent is absurdly high. Moreover, Tesla will continue to open stores throughout the world that meet the above criteria.
– Stores that are in a location with low visitation rates (ie empty most of their opening hours) and lead to low sales will gradually be closed down. This is analogous to seeds on barren ground. There is no reasonable way to justify keeping such stores open.
– Stores that are somewhere in the middle will be evaluated over time to see there is some way to allow them to cover their costs. If there is, they will remain open, otherwise not. However, these stores will be given a fair opportunity to prove their case.
The above principles also apply to the sales team. No one who is a major contributor to demand generation will be let go. That would make no sense. However, sometimes, in a company with 45,000 people, things happen that make no sense. I will do my best to remedy issues when brought to my attention directly or through [redacted email address].
What is meant by “all sales will be online” is just that the act of purchasing a Tesla will always be done via the potential new owner’s phone or computer. This is true whether they are at home or in a store. Unlike buying from other carmakers, ordering a Tesla doesn’t require any *physical paperwork*.
This is very different from normal expectations for buying from other carmakers and is simply meant to emphasize that ordering a Tesla is super easy and can be done in 2 minutes from your phone or laptop at Tesla.com. Ordering a Tesla is not much harder than ordering an Uber, but hardly anyone knows this!
However, many potential Tesla owners will still want to talk to a Tesla representative in person or want a test drive from a Tesla representative. Stores also have a small number of Tesla vehicles available to drive away immediately for customers that want a car right then and there.
This is why stores and Tesla product specialists and owner advisors will always be of critical importance to our long term success.
Thanks,
Elon"
Seems logical...
Tesla CEO Elon Musk sends letter to assuage employees, tells them to prove themselves
"There still some uncertainty around Tesla stores and the sales team. Hopefully, this note clears things up. Please let me know if there’s anything I’ve forgotten to address.
– Stores with a high visitation rate and that lead to significant sales will absolutely not be closed down. It would not make any sense to do so, except in rare cases where the rent is absurdly high. Moreover, Tesla will continue to open stores throughout the world that meet the above criteria.
– Stores that are in a location with low visitation rates (ie empty most of their opening hours) and lead to low sales will gradually be closed down. This is analogous to seeds on barren ground. There is no reasonable way to justify keeping such stores open.
– Stores that are somewhere in the middle will be evaluated over time to see there is some way to allow them to cover their costs. If there is, they will remain open, otherwise not. However, these stores will be given a fair opportunity to prove their case.
The above principles also apply to the sales team. No one who is a major contributor to demand generation will be let go. That would make no sense. However, sometimes, in a company with 45,000 people, things happen that make no sense. I will do my best to remedy issues when brought to my attention directly or through [redacted email address].
What is meant by “all sales will be online” is just that the act of purchasing a Tesla will always be done via the potential new owner’s phone or computer. This is true whether they are at home or in a store. Unlike buying from other carmakers, ordering a Tesla doesn’t require any *physical paperwork*.
This is very different from normal expectations for buying from other carmakers and is simply meant to emphasize that ordering a Tesla is super easy and can be done in 2 minutes from your phone or laptop at Tesla.com. Ordering a Tesla is not much harder than ordering an Uber, but hardly anyone knows this!
However, many potential Tesla owners will still want to talk to a Tesla representative in person or want a test drive from a Tesla representative. Stores also have a small number of Tesla vehicles available to drive away immediately for customers that want a car right then and there.
This is why stores and Tesla product specialists and owner advisors will always be of critical importance to our long term success.
Thanks,
Elon"
Seems logical...
If Elon gets banned/or end up in Jail from Tesla, you can bet your ass this stock will tank. This stock tanked after losing a CFO to retirement.
Elon is no longer CEO but can remain as lead designer engineer..Tsla tank but will recover
Elon completely banned from doing anything Tesla, stock will tank hard will need complete confidence that Tesla can still grow and has the same enthusiastic fans as before before sp can recover.
Believing that the stock doesn't tank is naive. Not saying Tesla is going bankrupt without Elon, just talking about SP here.
This escalated quickly from Elon sending a benign tweet repeating guidance to SEC files for Elon to be held in contempt to Elon is getting banned as CEO to Elon is getting banned from going near Tesla to Elon is going to prison.
Obviously on the day the stock price most likely will fall sharply. But Tesla, even with Elon in Tweet prison, is not going to be valued less than Lyft who have 10x lower revenue, negative operating margin and a lower growth rate.
Per Fidelity:
LATEST UPDATE: 03/25/2019 11:28 AM ET
Correction: The expiration date was not accelerated as previously announced. The expiration date is 04/02/19 not 03/28/19. .
Correction: The expiration date was not accelerated as previously announced. The expiration date is 04/02/19 not 03/28/19. .
Could have been a field test to collect data.
had an unreal experience that I think speaks to the most underrated thing about Tesla: brand value.
was parked waiting for something and three kids (oldest was maybe 12, youngest like 6) walked by. oldest one backtracked realized it was a Tesla and literally couldn't stop pointing and yelled out to his brothers who were similarly amazed. Tesla's brand value is insane. no one reacts like that to seeing a Benz or BMW, especially not kids.
You could make an equivalent car that could be just as good but if it's not a Tesla its not getting that "OMFG" from those kids.
was parked waiting for something and three kids (oldest was maybe 12, youngest like 6) walked by. oldest one backtracked realized it was a Tesla and literally couldn't stop pointing and yelled out to his brothers who were similarly amazed. Tesla's brand value is insane. no one reacts like that to seeing a Benz or BMW, especially not kids.
You could make an equivalent car that could be just as good but if it's not a Tesla its not getting that "OMFG" from those kids.
YES, clearly. The only reason Tesla's market share is less than 1% is because they are production constrained, and will be for years.
I won't respond to you further on this topic, because it is pointless. Elon is not going anywhere.
Don TLR
Active Member
What I love about these cowboys is that they are all terrible shots, so when they aim at Tesla they keep missing and keep hitting the dummy ICE makers who just stand around looking dumb
Plus its free advertising for Tesla if other EV makers keeps claiming to take the top spot from them. People must think,, Tesla is always considered the top so lets go look at the cars with a target on their back that everyone is trying to beat.
Dan Detweiler
Active Member
@Lycanthrope Are you disagreeing that the Maxwell deal is dead on the water? I was genuinely asking.
Dan
Doggydogworld
Active Member
They gave samples to a bunch of companies. In the November 8 Q3 call they said they got good feedback with respect to degradation, etc. They didn't say they already had a partner.
Feedback indicated the process worked at pilot scale. They still needed to scale up their pilot line to prove they had a viable production process. They said (emphasis mine):
This is CEO-speak for "we're moving ahead slowly while trying to land a scale-up partner". They got cash in December by selling their high voltage product lines off, by which time they were in serious discussions with Tesla. I figure they put this cash toward scale-up in January or February. A year to get the scaled-up line working and prepare for commercial production sounds reasonable, if all goes well.
We are just talking about hypotheticals. People are making the case that Elon's removal will do nothing to the SP or the company which seems ridiculous to me.
Also yes way Tesla will be valued at stupid low levels compared to Uber, Lyft, Snap, or any other money losers out there. Wallstreet is not very rational and Elon's complete removal is a sky is falling type moment when it comes to the SP.
Fact Checking
Well-Known Member
No worries........If I do something indiscreet I will say I am 'Todd Burch'
I don't know who is going to present oral arguments on Elon's side, but if it's John Hueston then I think you'll be in for a special treat: Hueston is one of the top trial lawyers in the U.S., he recently argued before the U.S. Supreme Court as well, and won the case 9:0.
Young people are nuts for Teslas. (25 and lower)
The advertising world is constantly talking about how millennials (few are still in that 25 and younger group) aren't forming the same brand attachments. Tesla is one of the exceptions from what I can tell. People who grow up plugging in cell phones, computers etc. don't have battery anxiety. It's just a fact of life. Plus they expect their devices to constantly get upgraded with new features.
]
It's a good thing the nice person at the Clerk's office doesn't express that opinion in this forum. He/she would break my record for most "disagrees". (Pretend smiley face was inserted. I don't know how to do that)
Just talked via phone with a nice person in the Clerk's Office of S. District Court NYC. All questions answered. Phone taken on entering and you are given a 'hat check' for it. I can check the judge's schedule next week and plant myself in her courtroom the minute it opens IF she has an earlier case.
'Should not be a problem getting a seat as SEC vs EM probably not that big a deal' (per clerk)......Not buying that one
It's a good thing the nice person at the Clerk's office doesn't express that opinion in this forum. He/she would break my record for most "disagrees". (Pretend smiley face was inserted. I don't know how to do that)
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