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

[M|S|M MYP]

Yes, the anti-EV lies and misinformation has been spread daily for years on social media. I still use Facebook and every day I see posts about an oil change being better than replacing a $20,000 battery, not having to worry about your ev catching fire, how evs are for men that can't change a tire, etc. It's relentless and each post has thousands of likes and comments bashing Tesla.

Very recently, perhaps this week, I started seeing posts from a singular account about how the cybertruck is "America's truck" and how it will be thr best truck, etc. Each one is met with ridicule by the Facebook crowd , but I think that may actually be some marketing efforts by Tesla.

Reddit is very toxic against Tesla and Elon.

And I still get asked basic ev questions (range? Isn't charging super slow?) . I was asked those again last night.

I don't know the right answer / approach but I do see the damage done by years of FUD being spread every day.

There will always be haters/doubters. I have stopped trying to educate the benefits/positives of owning a Tesla and only provide my opinion when asked. In my mind, i just look at the individual who bashes $TSLA and the Tesla brand and repeat to myself "Damn it feels good to be in $TSLA"

 

[betstarship]

Elon is brilliant at tech and engineering--- he's got a pretty poor track record when it comes to understanding that what is personally super cool to him might not be to EVERYONE though.


Remember he's the one who wanted to drop the name paypal and keep using x, even though he kept being shown reams of real-world real-customer data that everyone actually using, or considering using, the product said he was wrong and that people thought x.com was a porn site and wasn't going to trust them with banking info, but they loved paypal? Elon was wrong because X.com is cool to him and was unwilling to believe that wasn't true of everyone. This is a lesson he never learned and now he's doing it with the formerly-bird-app too.


See also what happened with the Yoke-- first "everyone will love it and it's your only choice" then forced to "Ok we'll give you a choice" then finally "ok yoke is not even the default and the few who love it like me can pay extra for it to cover the MFG complexity of having 2 wheel options for no reason in a company that hates options but I REALLY like the yoke"

Early adopters of new tech are more likely to be the sort Elons thinking is most in line with about what they'll like... but that's not true of Joe Average that you're gonna need to sell to eventually if you want to be mass market.

Heck Elon himself has admitted getting some stuff wrong (over-reliance on robots during the Model 3 ramp for example) and some people STILL insist we should just trust he's always right about everything forever-- it's bizarre.

Elon is right a lot. Far more than most. But some people don't want to admit he's not always right about everything.

The dude just wants to go to Mars...

 

[Featsbeyond50]

One thing we have learned in recent years is that fidelity to a political tribe causes people to act irrationally.

It may quickly become an article of faith that to be a good conservative you have to be anti-EV. This is the kind of irrational belief that can last a lifetime.

Conservatives just don't want to be forced into doing something they wouldn't otherwise do. They also don't want the economy wrecked and country weakened by indiscriminate decisions to cut oil production when we still need that oil. Conservatives are open to clean energy and emission free vehicles as long as it's done in a way that doesn't wreck lives. Conservatives don't want to subsidize you getting a nice shiny new electric car.

 

[Singuy]

Elon is brilliant at tech and engineering--- he's got a pretty poor track record when it comes to understanding that what is personally super cool to him might not be to EVERYONE though.


Remember he's the one who wanted to drop the name paypal and keep using x, even though he kept being shown reams of real-world real-customer data that everyone actually using, or considering using, the product said he was wrong and that people thought x.com was a porn site and wasn't going to trust them with banking info, but they loved paypal? Elon was wrong because X.com is cool to him and was unwilling to believe that wasn't true of everyone. This is a lesson he never learned and now he's doing it with the formerly-bird-app too.


See also what happened with the Yoke-- first "everyone will love it and it's your only choice" then forced to "Ok we'll give you a choice" then finally "ok yoke is not even the default and the few who love it like me can pay extra for it to cover the MFG complexity of having 2 wheel options for no reason in a company that hates options but I REALLY like the yoke"

See also Teslas dismissal of the idea of blind spot indicators near the side mirrors-- for years-- who needs that when FSD TOMORROW? But the highland refresh finally adds em because it was getting embarrassing holding to that conviction at this point when even basic econ cars had the feature.


Early adopters of new tech are more likely to be the sort Elons thinking is most in line with about what they'll like... but that's not true of Joe Average that you're gonna need to sell to eventually if you want to be mass market.

Heck Elon himself has admitted getting some stuff wrong (over-reliance on robots during the Model 3 ramp for example) and some people STILL insist we should just trust he's always right about everything forever-- it's bizarre.

Elon is right a lot. Far more than most. But some people don't want to admit he's not always right about everything.

I don't know If I would call the yoke a failed product especially now that Tesla raised the price from free to 1k. Also them changing the yoke back to round steering didn't exactly blow sales out the door. Demand for the s/x was limited to a lack of customers willing to pay over 100k for a car with 7% interest rate.

 

[Featsbeyond50]

Classic cup with handle on daily chart
Bullish View attachment 976234

Does anyone know of a resource with statistical probabilities associated with different technical patterns?

 

[Knightshade]

Conservatives are open to clean energy and emission free vehicles

<citation required>

 

[cab]

Conservatives just don't want to be forced into doing something they wouldn't otherwise do. They also don't want the economy wrecked and country weakened by indiscriminate decisions to cut oil production when we still need that oil. Conservatives are open to clean energy and emission free vehicles as long as it's done in a way that doesn't wreck lives. Conservatives don't want to subsidize you getting a nice shiny new electric car.

I would agree with most of this, but honestly, a slight change in verbiage and the conditions and you can say the same things for liberals. Heck, I would replace the word "conservatives" with PEOPLE in the first sentence and you basically describe one of the biggest challenges in the human condition...our focus on "self" is almost all-consuming.

 

[insaneoctane]

So because stainless steel is too expensive, they are adding a wrap that makes it more expensive?

$TSLAQ logic is pretty awesome.

CONJECTURE....
If there's any truth to the "letter from Elon" circulating a week or two ago, regarding the challenge of CT panel alignment, it actually might help explain why so many of the CT RCs have been wrapped. By wrapping the panels on the CT, you can no longer see the characteristic bright highlight that SS has. This highlight can be sensitive to alignment, depending on the finishing sequence. Think of the importance of the rotation of the panel in a clockwise / counterclockwise fashion. You also are likely just as sensitive to reflections, requiring class A continuity panels like regular painted metal. The wraps might just be to minimize the imperfect panel alignments of the RCs while they work out how to meet whatever quality control they need...

 

[jerry33]

I would agree with most of this, but honestly, a slight change in verbiage and the conditions and you can say the same things for liberals. Heck, I would replace the word "conservatives" with PEOPLE in the first sentence and you basically describe one of the biggest challenges in the human condition...our focus on "self" is almost all-consuming.

In general, people are open to what's cheaper. Most would rather pay twice for a cheap thing instead of once for a better thing.

 

[Featsbeyond50]

<citation required>

I'm mostly conservative. I have two electric cars, I want solar and I've been investing in clean energy for over a decade. I'm sure I'm not the only one. Believe it or not, dirty air and a polluted environment are not conservative values.

By the way, my brother and nephew are liberals and they both hate Elon and Tesla. Go figure.

 

[GOVA]

If only Tesla has access to some other platform that was, I dunno, owned by their largest shareholder or something.

90% of potential buyers who are not aware of Tesla's advantage have no idea about that platform. They do have the spending power. Those who are younger and will not need convincing by ads.

 

[Buckminster]

Seven of the more popular advertising posts copied here:
Need for Tesla Advertising / PR

 

[Singuy]

Not was Elon's fault that I didn't lose my virginity until 25 years old, but he also caused the UAW strike due to being too competitive....lol.

How Elon Musk and Tesla Helped Spark the Auto Strikes

Tesla isn’t involved in the strike at Detroit’s Big Three automakers. But the EV maker and its irrepressible CEO had plenty to do with why the walkouts happened.

www.wired.com

 

[Buckminster]

https://twitter.com/x/status/1705221824252875068

Will they notice $7m?

 

[Buckminster]

Not was Elon's fault that I didn't lose my virginity until 25 years old, but he also caused the UAW strike due to being too competitive....lol.

How Elon Musk and Tesla Helped Spark the Auto Strikes

Tesla isn’t involved in the strike at Detroit’s Big Three automakers. But the EV maker and its irrepressible CEO had plenty to do with why the walkouts happened.

www.wired.com

Maybe not the strike but I have been writing for five years (unpopular thoughts) that Tesla have indeed been too competitive to bring them with us. Not that I suggest slowing down...

Maybe advertising EVs on their behalf could help...

Is Tesla accelerating and decelerating transition to renewables?

 

[M|S|M MYP]

https://twitter.com/x/status/1705221824252875068

Will they notice $7m?

They should have slapped them with the show "Billions" type fine - $1.9B and relegate them down to a mom and pop store with no more outside $$.

 

[Two-rocks]

CONJECTURE....
If there's any truth to the "letter from Elon" circulating a week or two ago, regarding the challenge of CT panel alignment, it actually might help explain why so many of the CT RCs have been wrapped. By wrapping the panels on the CT, you can no longer see the characteristic bright highlight that SS has. This highlight can be sensitive to alignment, depending on the finishing sequence. Think of the importance of the rotation of the panel in a clockwise / counterclockwise fashion. You also are likely just as sensitive to reflections, requiring class A continuity panels like regular painted metal. The wraps might just be to minimize the imperfect panel alignments of the RCs while they work out how to meet whatever quality control they need...
View attachment 976243

I was thinking of bead blasting.mine, like I do with some watches. Nice dull even sheen, rock on!

I could even advertise this.

 

[Buckminster]

https://twitter.com/x/status/1705240683462717909

 

[ggies07]

New interview with JB. I think I got this off of X and don't remember seeing it here, so if someone did post it already, very sorry for not remembering.

Some of the stuff we've heard before, but a little more in depth on the IPO topic and other questions.

Anyway, love me some JB. Would invest in a heart beat.

Interview starts around 1:51 mark.

 

[SOULPEDL]

I'm mostly conservative. I have two electric cars...

Are you sure?