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

[unk45]

I’ve now made the same assumptions about you. I asked a straight up question why Tesla had to take note of what Costco did. You suggesting that Tesla had to do it in the first place leaves a person to wonder what Tesla has or hasn’t done regarding employees. No need to leave a message that Tesla has to follow another company’s position if Tesla is in fact doing things just fine. So what exactly has Tesla done that warrants your message? Feel free to provide specifics otherwise your message can be ignored by Tesla.

Alternatively, you could have said ALL companies should follow Costco’s example. Then I wouldn’t have asked the question.

Perhaps you might understand the point he made were you to look up ‘omission’ and ‘comission’. With that information you might better understand he did not imply Tesla had “done” anything but, by definition ‘did not do’ that something. ‘Something’ in this case would have been to convince employees it was not in their interest to be unionized.

Really you are, in this rare case, being obtuse. You might object to precise use of grammar and rigid adherence to explicit rules of logic. After all this time, you should know what to expect of the creator of our sub-forum. Bluntly he answered your question.

in reality unions are not successful when employees think they’ve nothing to gain. Surely you agree. Tesla, therefore, would be wise to concede they had not convinced employees to reject union solicitation. Why could be other than positive from so doing?

 

[jerry33]

Perhaps you might understand the point he made were you to look up ‘omission’ and ‘comission’. With that information you might better understand he did not imply Tesla had “done” anything but, by definition ‘did not do’ that something. ‘Something’ in this case would have been to convince employees it was not in their interest to be unionized.

Really you are, in this rare case, being obtuse. You might object to precise use of grammar and rigid adherence to explicit rules of logic. After all this time, you should know what to expect of the creator of our sub-forum. Bluntly he answered your question.

in reality unions are not successful when employees think they’ve nothing to gain. Surely you agree. Tesla, therefore, would be wise to concede they had not convinced employees to reject union solicitation. Why could be other than positive from so doing?

Most often people go along with what the believe their co-workers would like so as not to alienate them. This sometimes results in outcomes that are less than desirable.

 

[mongo]

Perhaps you might understand the point he made were you to look up ‘omission’ and ‘ omission’. With that information you might better understand he did not imply Tesla had “done” anything but, by definition ‘did not do’ that something. ‘Something’ in this case would have been to convince employees it was not in their interest to be unionized.

Really you are, in this rare case, being obtuse. You might object to precise use of grammar and rigid adherence to explicit rules if logic. After all this time, you should know what to expect of the creator of our sub-forum. Bluntly he answered your question.

in reality unions are not successful when employees think they’ve nothing to gain. Surely you agree. Tesla, therefore, would be wise to concede they had not convinced employees to reject union solicitation. Why could be other than positive from so doing?

I think you were going for "'omission vs '[c]omission".

Regardless, @Krugerrand asked the question I, and likely others, had. The original post did not specify why Tesla *specifically* needed to take note. I still don't know that it has been answered.

Why the warning? What has Tesla done to indicate they’re doing something wrong regarding employees? How does it relate to what Costco did wrong? You must know something otherwise there’s no reason for a ‘take good note, Tesla’ warning.

But I'm sure glad I wasn't the one who asked...

I don’t know whether you’re being obtuse, ignorant, just plain confrontational or some combination.

Like ouch!

Not that the rest of the follow up clarified anything:

“Done?” I did not nor would I have used that verb form. In logic - and in law - a sin of omission can be as wrong as a sin of commission.

Done is general past tense timeline filtering. If there is not a past action nor inaction to reference, a warning to a specific entity is unwarranted.

BUT: To the extent which there has been any friction between Tesla and organized labor - and by friction I mean any interaction of any sort - then by the immutable laws of pure logic Tesla has sinned. By commission (“done” something such that there is labor grievance), or by omission: failure to communicate effectively just why it is in each employee’s best interest not to succumb to the allure of a labor union.

I posit it is the latter. Regardless, as I wrote in my prior post, Costco not only is to be commended for so recognizing, but should seriously considered by the Board for following.

Is not a strong reason to call out Tesla to 'take Note'. "To the extent which there has been any friction between Tesla and organized labor - and by friction I mean any interaction of any sort - then by the immutable laws of pure logic Tesla has sinned."???

People/groups can create friction (let's not leave it at the level of mere "interaction") for their own interests, not because there is an actual failure.

By that 'immutable logic', our mods have sinned everytime there is forum friction (including this chain)...

It's even less understandable with the recent European events in which the majority of Tesla employees have rejected the advances of the union organizers...

 

[uscbucsfan]

The first non-employee/influencer VIN for the CT looks like it has been assigned. Customer deliveries begin on the CT!

 

[Artful Dodger]

At today's price, Tesla currently holds about $500M worth of crypto currency. If Tesla declared a dividend-in-kind with it, would it be technically feasible to use blockchain to track the redistribution to TSLA shareholders? Could Dojo AI thus estimate how many shares are missing from the official distribution to TLSA shareholders?

Shorts would have to pay the dividend to the shareholders they borrowed from in crypto currency, a transaction which is trackable. It'd be informative to uncover the magnitude of counterfeiting that has accumulated through perpetual FTDs and offshoring short shares. MMs might not act with such cavalier impunity after such a distribution, especially if it is frequent and random.

 

[2daMoon]

Considering that rational things like company performance don't move the ticker quite like it should, maybe, instead, this interesting statistic might have more leverage.

Tesla is Hollywood’s favorite car by a mile: study

A recent study has revealed that Tesla is Hollywood's favorite car by a mile -- and that's without the use of traditional advertising.

www.teslarati.com

More evidence of Tesla's "do-nothing" advertising campaign at work.

 

[Max Plaid]

Here we go again... article is so poor that I wonder if someone at Reuters requested something randomly positive from ChatGPT...

Is it "a couple of years" or "2027 - 28", keep the story straight, guys, but wait, 2027-28 "followed by mass production", so more like 2030 then?

https://www.nasdaq.com/articles/toyota-to-roll-out-solid-state-battery-evs-globally-in-a-couple-of-years

GANDHINAGAR, India, Jan 11 (Reuters) - Japan's Toyota Motor 7203.T will in a couple of years globally launch vehicles with solid-state batteries that charge faster and last longer, an executive said on Thursday at an investment summit in India.

Solid-state batteries promise to dramatically improve the driving range of electric vehicles (EVs), a key element of a strategic pivot Toyota unveiled in June to make up ground lost to Tesla and Chinese rivals, such as BYD, in the EV race.

Last year, Toyota and oil refiner Idemitsu Kosan5019.T said they would tie up to develop and mass produce all-solid-state batteries, which they aim to commercialise in 2027 and 2028, followed by full-scale mass production.

"We will be rolling out our electric vehicles with solid state batteries in a couple of years from now," said Vikram Gulati, the India head of Toyota Kirloskar Motor. It "will be a vehicle which will be charging in 10 minutes, giving a range of 1,200 kms (750 miles) and life expectancy will be very good".

 

[UkNorthampton]

Here we go again... article is so poor that I wonder if someone at Reuters requested something randomly positive from ChatGPT...

Is it "a couple of years" or "2027 - 28", keep the story straight, guys, but wait, 2027-28 "followed by mass production", so more like 2030 then?

https://www.nasdaq.com/articles/toyota-to-roll-out-solid-state-battery-evs-globally-in-a-couple-of-years

GANDHINAGAR, India, Jan 11 (Reuters) - Japan's Toyota Motor 7203.T will in a couple of years globally launch vehicles with solid-state batteries that charge faster and last longer, an executive said on Thursday at an investment summit in India.

Solid-state batteries promise to dramatically improve the driving range of electric vehicles (EVs), a key element of a strategic pivot Toyota unveiled in June to make up ground lost to Tesla and Chinese rivals, such as BYD, in the EV race.

Last year, Toyota and oil refiner Idemitsu Kosan5019.T said they would tie up to develop and mass produce all-solid-state batteries, which they aim to commercialise in 2027 and 2028, followed by full-scale mass production.

"We will be rolling out our electric vehicles with solid state batteries in a couple of years from now," said Vikram Gulati, the India head of Toyota Kirloskar Motor. It "will be a vehicle which will be charging in 10 minutes, giving a range of 1,200 kms (750 miles) and life expectancy will be very good".

Commercialise in which year?

Toyota should be getting laughed at in Mainstream (paid for ) Media - I wonder why not?

Mrs. Merton: [interviewing Debbie McGee - Mrs Paul Daniels] What was it that first attracted you to millionaire Paul Daniels?

Upton Sinclair — 'It is difficult to get a man to understand something, when his salary depends on his not understanding it.'

when faced with an economic argument, you must ask the age-old question 'Cui bono? ' (Who benefits?), first made famous by the Roman statesman and orator Marcus Tullius Cicero

 

[2daMoon]

Here we go again... article is so poor that I wonder if someone at Reuters requested something randomly positive from ChatGPT...

Is it "a couple of years" or "2027 - 28", keep the story straight, guys, but wait, 2027-28 "followed by mass production", so more like 2030 then?

https://www.nasdaq.com/articles/toyota-to-roll-out-solid-state-battery-evs-globally-in-a-couple-of-years

GANDHINAGAR, India, Jan 11 (Reuters) - Japan's Toyota Motor 7203.T will in a couple of years globally launch vehicles with solid-state batteries that charge faster and last longer, an executive said on Thursday at an investment summit in India.

Solid-state batteries promise to dramatically improve the driving range of electric vehicles (EVs), a key element of a strategic pivot Toyota unveiled in June to make up ground lost to Tesla and Chinese rivals, such as BYD, in the EV race.

Last year, Toyota and oil refiner Idemitsu Kosan5019.T said they would tie up to develop and mass produce all-solid-state batteries, which they aim to commercialise in 2027 and 2028, followed by full-scale mass production.

"We will be rolling out our electric vehicles with solid state batteries in a couple of years from now," said Vikram Gulati, the India head of Toyota Kirloskar Motor. It "will be a vehicle which will be charging in 10 minutes, giving a range of 1,200 kms (750 miles) and life expectancy will be very good".

Ah, Toyota's world renown Solid State Battery (fortified with the rare element, Hopium) is still the rage among journalists seeking to bolster relevance of legacy OEMs as they valiantly drag their feet to further delay embracing the brave new world of electrification.

When will we reach the decade mark since Toyota originally touted their breakthrough Solid State technology on the cusp of being brought to the production line, in only a scant few more years?

Edit: Thank you @UkNorthampton for answering my question just prior to my posting it. It seems we reached that decade mark fourteen years ago.

 

[UkNorthampton]

When will we reach the decade mark since Toyota originally touted their breakthrough Solid State technology on the cusp of being brought to the production line, in only a scant few more years?

Arguably...

 

[dedicatedtek]

Arguably...

View attachment 1007902

2 to 3 decades, 6 at most.

 

[2daMoon]

Arguably...

View attachment 1007902

At this point it seems more likely that Toyota will be selling carriages pulled by feeding on well before their Solid State battery reaches their production line.

 

[jkirkwood001]

Looks like Tesla is trying to hit the 2.5 million production target for 2024... By the end of January!

View attachment 1007778

Image courtesy of latest J. Tegtmeyer video.

Huh! So I guess that's a fringe benefit of using aluminum castings: you can store inventory exposed outdoors! You wouldn't do that with plain steel before painting and putting on new cars.

Edit: Ditto for the stainless steel outer panels, ...but I don't see any in that photo. So the take-away is they aren't behind on the slow-cycle gigacasting = good news? or = bad news? I wonder which CT component is the current constraint on ramping: is it still 4680s then? Or the also slow-cycle, laser-cut SS panels?

 

[elasalle]

News:
Hertz to sell over one third of all its electric vehicles due to low demand and higher costs.
Hertz to use a portion of the money raised to buy gas powered cars

+Based on tax credits, etc ... I was thinking it would be a time that commercial fleets etc would be buying more EVs this year ...

 

[uscbucsfan]

News:
Hertz to sell over one third of all its electric vehicles due to low demand and higher costs.
Hertz to use a portion of the money raised to buy gas powered cars

+Based on tax credits, etc ... I was thinking it would be a time that commercial fleets etc would be buying more EVs this year ...

But your answer is right here:

Hertz to sell over one third of all its electric vehicles due to low demand and higher costs.

 

[ItsNotAboutTheMoney]

News:
Hertz to sell over one third of all its electric vehicles due to low demand and higher costs.
Hertz to use a portion of the money raised to buy gas powered cars

https://www.reuters.com/business/autos-transportation/hertz-sell-about-20000-evs-us-fleet-2024-01-11/

"Expenses related to collision and damage, primarily associated with EVs, remained high in the quarter, thereby supporting the company's decision to initiate the material reduction in the EV fleet," Hertz said.

I don't really understand the collision and damage thing, when such costs should be covered by renters and insurance. Unless it's a repair _time_ problem.

 

[mongo]

News:
Hertz to sell over one third of all its electric vehicles due to low demand and higher costs.
Hertz to use a portion of the money raised to buy gas powered cars

+Based on tax credits, etc ... I was thinking it would be a time that commercial fleets etc would be buying more EVs this year ...

Hertz is selling EVs that are two years old with >50k miles (usual practice) and replacing with ICE due to collision repair costs/ repair time.
As opposed to replacing EVs with ICE ahead of schedule for the previously reported reasons.

 

[Artful Dodger]

News:
Hertz to sell over one third of all its electric vehicles due to low demand and higher costs.

The hilarious part is that Rentals sell their cars on average after 2 years, that's a 50% annual turnover. So Tesla at 33% would be a long-lived rental asset!

And yet here we are, 1-hr before market opening, and roto-REUTERS gives the SP a smak with a 2 week old story... or has it been a month since Hertz announced this sale?

Jolly-jokers... more like well-paid hit-men-for-hire.

 

[uscbucsfan]

Hertz is selling EVs that are two years old with >50k miles (usual practice) and replacing with ICE due to collision repair costs/ repair time.
As opposed to replacing EVs with ICE ahead of schedule for the previously reported reasons.

Most that I've seen have 30-50k miles

 

[geometro]

I got to LAX a few days ago and Hertz did not have my Tesla ready. Said that it would take 30mins… which I didn’t have so they offered me a polestar or a Chevy bolt (they had tons of those sitting in the lot).

I ended up with a gas car as I don’t know where to charge these other EVs.

Again, demand seems to be there for teslas but not other EVs.