Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[JRP3]

I'm sure he's got some procedural silliness in place to trot out if the SEC claims he's failing to comply,

I doubt it.

 

[Dikkie Dik]

Ripping out a production line at Fremont and replacing, possibly for Highland?

https://twitter.com/x/status/1658159153091686416

 

[Buckminster]

Threads of the day:
Next Tesla CEO/COO Elon stepping down at Tesla versus signing off all new hires...
Gigafactory locations and products en francais
Need for Tesla Advertising / PR Will Linda convince Elon?
Project Highland (Investor impact etc.) Fremont prepping?

 

[Curt Renz]

Reuters through Yahoo - 12:03 pm EDT:
Musk: Tesla to make significant investments in France at some point

 

[Motor Mouth]

I doubt it.

You may be right. If it were me, however, I would have a designated bobblehead lawyer who gets automatic drafts of every tweet with a 5 minute window to revise or comment before it posts. The fact that there is never revision or comment is irrelevant to the "review" compliance. But that's just me.

 

[Electroman]

Last night on CTV News website (I have been an avid viewer for 40 years, still my daily go to for news) this article title caught my eye (screen image below):
View attachment 937289
Then the video below the title which is clearly a Tesla Model Y burning. So I read the entire lengthy article. It is about a class action lawsuit against ARC Pioneering Safety along with auto makers GM, Ford and Volkswagen. Tesla is not mentioned in the article. So anyone clicking the headline is provided with a two year old video of a Tesla on flames.

CTV News on-line has a reporting tool after each article, so I reported the err. This morning I see that CTV removed the Tesla video and replaced it with a photo image of ARC's headquarters. So all TMC here, if you have the opportunity to send correction notices, please do so. It works.

View attachment 937294

Interesting in the revised article, the reason for Correction did not mention the wrong video and advised that the impact of the claim against ARC, GM, Ford and VW was not as great as earlier stated.

View attachment 937297

Tesla should not give a red cent to paid media for advertising. It is equivalent to giving your lunch money to the school yard bully.

As I have said many times media is a mafia that demands protection money, or else …

 

[-=buzz=-]

Ripping out a production line at Fremont and replacing, possibly for Highland?

https://twitter.com/x/status/1658159153091686416

What I don't get is why they haven't put in a multi-storey carparking a long time ago. Even just a semi-permanent steel structure to get a second floor could free up a lot of space.
It would get them the wiggle-room to finally start cleaning up this maze/mess..

 

[MartinAustin]

What I don't get is why they haven't put in a multi-storey carparking a long time ago. Even just a semi-permanent steel structure to get a second floor could free up a lot of space.
It would get them the wiggle-room to finally start cleaning up this maze/mess..

Yes but I think there has not been any space to build it. Sort of a Catch 22

They could build it a few blocks away and then use Boring Company tunnels to get employees back and forth

 

[bkp_duke]

What I don't get is why they haven't put in a multi-storey carparking a long time ago. Even just a semi-permanent steel structure to get a second floor could free up a lot of space.
It would get them the wiggle-room to finally start cleaning up this maze/mess..

Because getting a permit for something that seems to be that "easy" in the Bay Area is a freaking nightmare. It's why Tesla went with "tents" for line expansion instead of permanent structures.

It took me 3 years of permitting to get approval for a 30" high, non-weight-bearing landscape wall. Not the same thing, I know, but everyone in Cali wants to have their hand in the approval of anything. Elon has repeated cited the permitting process as one of the major reasons that they didn't build Giga Texas in Cali.

 

[RubberToe]

Quarter 1 CNCDA report is now out:

California New Car Dealers Association Releases First Quarter 2023 Auto Outlook – California New Car Dealers Association

Tesla share of 11.8% closing in on Toyota at 15.2%. Could be next quarter Tesla grabs the lead. Model 3 is the best selling passenger car, and Model Y is the best selling vehicle. Lastly, 24.2% of the vehicles sold now have a plug...

 

[Curt Renz]

Reuters through Yahoo - 12:03 pm EDT:
Musk: Tesla to make significant investments in France at some point

Elon meeting with Samsung's executive chairman last week and the French president today, seems to indicate continuing or increased focus on Tesla.

 

[M|S|M MYP]

Elon meeting with Samsung's executive chairman last week and the French president today, seems to indicate continuing or increased focus on Tesla.

That Elon guy sure does work quickly...a few days after appointing a new CEO for the blue bird and he's off again accelerating Tesla.

 

[-=buzz=-]

Yes but I think there has not been any space to build it. Sort of a Catch 22

They could build it a few blocks away and then use Boring Company tunnels to get employees back and forth

No, the other way around.
Find temporary off-site parking and provide continuous shuttle services during the construction.
And a 'simple' two story structure wouldn't take too long to assemble. Footing work could be gradually prepared in sections that won't block the normal parking operations, and a steel structure comes together really fast..

 

[Ogre]

That Elon guy sure does work quickly...a few days after appointing a new CEO for the blue bird and he's off again accelerating Tesla.

Apparently he was partying until late at night, (maybe) showered and caught a few hours sleep on the overnight flight, and showed up a bit disheveled for his meeting with the French president. Macron took it as a win though because he needs Tesla far more than Tesla needs a French factory.

 

[Maarten]

Reuters through Yahoo - 12:03 pm EDT:
Musk: Tesla to make significant investments in France at some point

Then we may really hope that "at some point" is a diplomatic way of saying things by Elon.
France is infamous for its strikes (and on Cyprus you really do not want to have a factory).
I am pretty sure this was one of the criteria that Tesla took into account when starting in Berlin.
Although the graph (grève means strike in French) is a bit outdated, I think it is still pretty correct for the situation.
Of course this is only one of many criteria for choosing a location.
But I am familiar with at least one big American company that chose a location in The Netherlands and not in France because of this aspect.

 

[Curt Renz]

Elon meeting with Samsung's executive chairman last week and the French president today, seems to indicate continuing or increased focus on Tesla.

And this from Electrek today may confirm it:
Elon Musk says he wants to personally approve every new Tesla hire

 

[replicant]

Then we may really hope that "at some point" is a diplomatic way of saying things by Elon.
France is infamous for its strikes (and on Cyprus you really do not want to have a factory).
I am pretty sure this was one of the criteria that Tesla took into account when starting in Berlin.
Although the graph (grève means strike in French) is a bit outdated, I think it is still pretty correct for the situation.
Of course this is only one of many criteria for choosing a location.
But I am familiar with at least one big American company that chose a location in The Netherlands and not in France because of this aspect.

View attachment 937966

As a French worker who went on strike 4 times last month, I concur.

 

[Artful Dodger]

A few possible objectives that I've seen articulated by the group for the Highland update are:

• Reduce COGS
• Update cosmetics
• Enhance performance/specs (400mi, Ludicrous)

2 out of 3 ain't bad (no way they 'osborne' Model S). I look for a $35K refreshed 3 with ~260 miles range on LFP batts. Fleet/Rental sweet spot, too.

 

[raffiniert]

Elon has repeated cited the permitting process as one of the major reasons that they didn't build Giga Texas in Cali.

Moreover, it would have been an insanely inappropriate naming choice.

 

[Artful Dodger]

Good TSLA hedge would be to setup an ICE engine rebuild company:

Already got one: (portable too, will come to where you're at)

Cheers!