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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Doggydogworld
Active Member
I couldn't follow this entire thread, so forgive me if someone already said this. The expense should be counted upon delivery of the Model S, X or 3 associated with that referral. Almost certainly SG&A as it most closely resembles a salesman earning a bonus that won't be paid until some future period.
As you say, since the expense is non-cash it should be an Accrued Liability on the Balance Sheet. When they deliver that Roadster they will recognize no revenue or COGS. The cash spent to build the Roadster will be (roughly) offset by a decrease in the Accrued Liability.
As you say, since the expense is non-cash it should be an Accrued Liability on the Balance Sheet. When they deliver that Roadster they will recognize no revenue or COGS. The cash spent to build the Roadster will be (roughly) offset by a decrease in the Accrued Liability.
That's correct for ZEV credits, but not GHG. They recognize the latter when earned because they have a long term contract in place. I believe they also recognize the tradeable Nevada tax credits when earned, even though they don't have a long term contract.
I doubt waymo wants this out but some of this was published in The Verge and other places. Ill try and find something if I don't see it soon...
Incidently, the test area is right in my backyard. I'm about 1 mi from the waymo garage here in Chandler Az. They picked it because our main roads have dividers and Chanler seeks Technology, like Intel right across the street. I literally see about 10 - 20 Waymo per day. And so they are probably getting pretty good at doing Chandler after over a year of scanning, but each vehicle still has a dedicated supervising driver. To do that in every city would be costly. My fear was that they might prove it worthy in this area, then try and scale up with less data. Otherwise there is no viable business model here and ignores the less driven roads.
Drumheller
Active Member
A correction to something posted the other day:
The clown meme has nothing to do with the alt-right self identifying. That's another lie by media. Similar to the lie the media spread about the Pepe-meme after Hillary Clinton took offense to it.
The clown meme represents, "This world has become a joke". People use it to express that viewpoint.
Why do so many of you keep trusting the media? How much evidence of lying and manipulation for how many years do you need before you stop believing their BS?
The clown meme has nothing to do with the alt-right self identifying. That's another lie by media. Similar to the lie the media spread about the Pepe-meme after Hillary Clinton took offense to it.
The clown meme represents, "This world has become a joke". People use it to express that viewpoint.
Why do so many of you keep trusting the media? How much evidence of lying and manipulation for how many years do you need before you stop believing their BS?
Mader Levap
Member
Pot calling kettle black does not make kettle less black.
I am afraid you cannot vote on SEC membership.
humbaba
sleeping until $7000
@KarenRei already covered, but the fact you would even ask the question means you are either ill informed or ...
Anyway, they did release folks from the NDA. Sort of. When they went "live" (complete with safety driver) it was with a subset of those who participated in the beta program. And those specifically selected riders were allowed to share some things (IIRC, it was only for rides after "live" and they were still bound by the NDA for the preceding beta program).
If you want citations just look up my posting history. Or do a little googling. None of this is even remotely secret information.
Pras
Member
If it's something in widespread use by the alt-right and nobody else, then it's an alt-right meme. Period.
If someone else then later adopts said widespread alt-right meme, then they're adopting an alt-right meme. Period.
Not necessarily. Depends on when the century starts. Remember Elon tends to be forward looking...
Just sayin’
As for ‘soon,’ I won’t get into that.
Tl;dr: YAMV (Your assumptions may vary)
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Drumheller
Active Member
I head an alt-right supporter once drove a Tesla.
TESLA IS NOW ALT-RIGHT!
The memes are in far more widespread use than just people that claim to be alt-right, but the media isn't reporting on that. I have several on my phone now from friends sending them over the past few days. I have had hundreds of pepe memes over the years.
Is there where you reply, Karen, to say how I'm wrong and I must be alt-right?
EVNow
Well-Known Member
Because the context matters.
Before the Nazis adopted them, many of the common Indian terms and symbols had no white supremacy meaning. But things like Arya (means a gentleman in Sanskrit) or the Swastika (a Hindu religious symbol) have Nazi connotation now - even though it is still regularly used in India in traditional sense.
Ah and then there is this little network effect thing accelerating market penetration. Most people with a business-leased BMW 7-series etc don't even know yet how much better a Model S P100D or just 100D would be.
A friend of mine that knew I had the Model X since 2016 and who drives BMW 7-series just now starts test driving Model X in earnest.
This may start accelerating now that more Model S/3/X are visible on the streets and in peoples personal network. So a softening in demand on S and X is definitely temporary, and partially caused by people that didn't actually want a Model S or X but didnt have the Model 3 and Y as a choice. People like me that paid kickstarter pricing early in 2016 for a Model X both to support tesla and be part of the electrical revolution as a private person are less likely to do that now, still waiting on that super payoff from the imaginary short squeeze that this time comes for sure
It is unlocking the rest of the market that will create the bigger demand waves, not early adopters replacing vehicles.Which is interesting because they actually have a subsidized (compliance car) Fiat 500e AND the only (or first anyways) Plugin Hybrid minivan Chrysler Pacifica which both are sold in small numbers for ZEV credit. Really what they should do is partner with Tesla and buy components and partial designs.
Believe it or not, not one shoe fits all.
Two car families with the second car being a local towncar where the hatchback aspect is more important than range/supercharging may very well like cars like the Fiiat 500e and Bolt and VW eGolf more than a jetfighter in 2D style sedan from the future aka Model 3.
Would you put your teenager into a tesla as their first car? For safety maybe but on the other hand the power is just too tempting. Tesla is answering some to that by allowing parental limits on max speed, but accelerating into an intersection at the wrong time when a straggler thinks it is safe to plow though the intersection because they have certain expectations about how fast gas cars have been accelerating in the past that are no longer valid.
Once the real electric driving demand hits, the tesla gigafactories will be at max all the time and wait time for new cars will go up.
Lastly, some just love Audi and where cost is not a primary objective, they get the eTron, same with Jaguar, which I heard is actually quite fun to drive, just not as practical as the tesla (range, power efficiency, charging network, frunk storage...) But at least it comes in cobalt blue instead of california environmentally friendly soft colors.
Hitler liked Wagner, therefore anybody who likes Wagner is Literally Hitler.
EVNow
Well-Known Member
Not sure what "media" you are talking about - if you go on twitter it is quite clear who uses pepe memes and who don't.
It is not at all unusual for a particular group of people to start using a symbol - and others who don't like that group stop using that symbol in generic sense.
For eg. you see Dem Socialists using the rose symbol - I've not seen anyone else use it. So, now when I see a twitter account with a rose I know it is a DSA account. But that doesn't mean rose doesn't have any other meanings.
EVNow
Well-Known Member
Exactly. That is why context matters. Both Hitler & Gandhi didn't like Churchill. It doesn't make them the same.
Do we have a pool going as to what we will see on FSD day? What is the plausible range of events?
Worst case - basically just showing AP and advanced summon
Best case - L3 self driving through a closed course with non-stationary objects? (say they have people walking around in front of the car)?
Worst case - basically just showing AP and advanced summon
Best case - L3 self driving through a closed course with non-stationary objects? (say they have people walking around in front of the car)?
I never said the kettle wasn't black. Of course, that very saying supports that as well. Both are black.
OT, that's not a lie. Alt right people latched onto Pepe, especially after the Clinton stuff. If you don't understand how the meaning of memes can change as various groups co-opt them I don't think you understand memes at all. Even the creator of Pepe talked about how he didn't like that it became a symbol for the alt-right/Trump/White supremacists etc. The world is a complicated place.
The meaning of words, phrases and symbols is entirely determined by what the consensus within the society in which they exist says they mean. In current society, the clown meme apparently indicated the user self-identifying as alt-right. Whether that’s been propagated by the media, an evil dictator or mind controlling aliens doesn’t really matter. Rail against that as you will, said meme will only mean something different when the rest of society deems it to.
If it makes you feel any better, this only goes as far as language. Language is arbitrary but objective reality does, of course, still exist outside it.
copyhacker
Member
Its things like this that make me try to remember to put my wife's Model 3 in Sentry Mode every time I park lately. It gives me a little more peace of mind, especially seeing videos lately where the Sentry Mode caught the perps. I hope they add the voice activation I have heard rumored. What other car has this???
Coincidentally (and I swear I am not affiliated with the developer), Stats also has an “auto sentry” feature that will remember to put your car in Sentry Mode every time, and even exclude locations you tell it to (like your own garage). Though I’m sure this will be coming natively in a future Tesla update.
You stated:
"How is this anyway similar to what we are talking about ? Both Hitler & Gandhi didn't like Churchill. It doesn't make them the same."
Exactly.
"How is this anyway similar to what we are talking about ? Both Hitler & Gandhi didn't like Churchill. It doesn't make them the same."
Exactly.
bwilson4web
hit the spot
I really like this forum format. The last time I used my Tesla account, I came across a text-only bulletin board style that was totally inadequate for sharing engineering data. Unfortunately:
WARNING:
I've loaded the App and it appears to work. My question:
He reminds me of the first kids from New York and New Jersey that I met at Oklahoma State University. They interpreted taking a breath as an opportunity to break-in the conversation.
FYI, I changed my brokerage password after their validation of my shares. Like my bank account, I use different, unique, not shared passwords for the bank and brokerage. You know "Password1" and "Password2" ...
Is there a mechanism for the moderators to verify we are stock owners? One that does not require sharing my brokerage account and password?
Bob Wilson
WARNING:
I've loaded the App and it appears to work. My question:
Will purchaser of basic AutoPilot get a credit if they later buy the full function AutoPilot?
He reminds me of the first kids from New York and New Jersey that I met at Oklahoma State University. They interpreted taking a breath as an opportunity to break-in the conversation.
FYI, I changed my brokerage password after their validation of my shares. Like my bank account, I use different, unique, not shared passwords for the bank and brokerage. You know "Password1" and "Password2" ...
Is there a mechanism for the moderators to verify we are stock owners? One that does not require sharing my brokerage account and password?
Bob Wilson
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