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

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From the horses mouth, always best to wait for authoritative sources.
That horse says a lot of horse *sugar* that turns out to be misleading. No one thinks that Tesla is abandoning SuperChargers. It just is really hard to manage planning through go live without project managers and other staff to do it. People pointing out SuperChargers going live now saying see it isnt slowing are being dishonest. Lets see how permitting and moving from permitting to construction to go live slow down.
 
Tesla's public image, along with the perceived prospects for EV's in the US, were harmed by the supercharger fiasco, which Elon belatedly and only partially addressed in today's tweet. A PR department could have been on top of this and limited the damage.
I don't see how a PR department could have helped. A PR department would need to check with Elon before putting out a statement. But Elon apparently wasn't ready to put out that clarifying statement with real numbers until now. So what would the PR department do that Elon couldn't just do himself?
 
I guess I am not as sold that FSD would lead to a 10x reduction of cars. People still need to be at school at 7 am and done at 2:30. Most work starts at 8 and ends at 5. The weekend ball game begins at 2. So the need, the majority of need is not evenly spread out through the day.
I don't understand why people think this is such a problem.

Yes, there is rush hour twice a day where the need for robotaxis are at a peak. At those busiest times, the whole fleet needs to be out taking care of customers. At times where demand is not as high, some of the fleet will be in for charging and cleaning.

Fleet management is pretty easy to optimize with 1980's level computer technology.
 
They seem to be afflicted with a condition referred to as "moronism".

Most look like young, lost souls who are easy manipulated by others into believing that the single company that's done the most for the environment perhaps in history is somehow destroying it.

Tesla could hire their own "news" people, dressed nicely and adorned with all the trappings of a professional news organization, to interview these folks on the scene, one after another. Asking them pointed questions about their claims to see if they actually know what they are talking about. Maybe hire folks from The Onion to do it?

One by one the reporter would quickly disassemble the talking points, sharing the factual information back to each interviewee in the form of a question. Then get their reaction recorded for posterity.

How much water does Tesla use compared to xxx?​
How many trees has Tesla removed for construction compared to the number they have reforested elsewhere?​
What company is your next target as the second-worst climate offender after Tesla?​

I expect that after doing this with ten or fifteen of them it will become blatantly obvious how these people really have no idea what their cause is about, and that it isn't based in reality. Rather, it would paint a bleak picture of how they have been manipulated into their protests and have now been made fools of.

Lastly, put this mockumentary on X and YouTube with a typical click-bait headline and shocking thumbnail in order to lure others who rabidly buy into the misinformation campaign and usually drool over such media presentations to come to terms with the facts.

It could be hilarious at worse, and infocational at best.

Giving it more thought, if someone like The Onion did it, they could hire actors to play the part of protesters for this saga and really juice it up.

Is there a satire-based production company like that in Germany?

Maybe Tesla's Deutsch PR department should give them a call. /s
 

The building in the background that they are running towards is the new recycling centre - on the "new" patch of land.

Edit: Added pic - the building in the vid is in the blue circle I drew on this photo. Which make sense - the earlier protesters climbing trees to the right/east of the Tesla plot. They might have entered from that direction?

Giga Berlin.png



Edit again - added video of the recycling centre:

 
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All Tesla has to do is mandate that anyone licensing FSD must do it with an EV (no hybrids/gas vehicles).
I completely agree that Tesla should mandate EV-only for anyone licensing FSD.

But I don't think that will happen. Elon will argue that FSD will save lives and it would be wrong to put an EV mandate in place. And it's not a bad argument.
 
They seem to be afflicted with a condition referred to as "moronism".

Most look like young, lost souls who are easy manipulated by others into believing that the single company that's done the most for the environment perhaps in history is somehow destroying it.
Lets face it, we're not dealing with the sharpest tools in the shed here. We've seen a lot of them lately in various places.
 
I completely agree that Tesla should mandate EV-only for anyone licensing FSD.

But I don't think that will happen. Elon will argue that FSD will save lives and it would be wrong to put an EV mandate in place. And it's not a bad argument.

No, there is no way. EV-only will be the only way to align FSD licensing with the Mission.

Saving lives is important, but that isn't the mission.

Saving lives by accelerating the transition to renewable energy and getting toxic ICE vehicles off the road would be more in alignment.
 
No, there is no way. EV-only will be the only way to align FSD licensing with the Mission.

Saving lives is important, but that isn't the mission.

Saving lives by accelerating the transition to renewable energy and getting toxic ICE vehicles off the road would be more in alignment.
I agree.

But I don't think that's where Elon is right now. He will say that the transition to EVs is inevitable anyway, so it's best to start saving lives right away by allowing FSD on gas-powered cars while that transition happens. Again, it's a pretty good argument.

Of course, the obvious counter-argument is that making FSD an EV-only product could hasten that transition. But it's not a given.

Allowing FSD on ICE cars increases profits for Tesla and also increases Tesla's power in the TaaS market. Elon believes anything that's good for Tesla is also good for the mission.

As much as I want FSD to be EV-only, I'll be shocked if Elon goes for that. Hopefully, we will find out soon.
 
I agree.

But I don't think that's where Elon is right now. He will say that the transition to EVs is inevitable anyway, so it's best to start saving lives right away by allowing FSD on gas-powered cars while that transition happens. Again, it's a pretty good argument.

Of course, the obvious counter-argument is that making FSD an EV-only product could hasten that transition. But it's not a given.

Allowing FSD on ICE cars increases profits for Tesla and also increases Tesla's power in the TaaS market. Elon believes anything that's good for Tesla is also good for the mission.

We'll see soon enough.

The mere fact that any vehicle from another OEM to employ FSD would have to be designed from the ground up to accommodate the actuator hardware, sensors, and central processing unit for the system will be a defining factor. It is highly unlikely these could be retrofitted into an existing ICE design without negatively affecting production rate and vehicle margin.

I don't think any OEM would feel so strongly about ICE that they would back a design for a new ICE model that has "Tesla Inside" and I don't think Elon would want the Tesla name associated with such a vehicle, even if an OEM was prepared to do it.

With what? A five year development plan to get a new design into production? By then EVs will have gained a much larger share of the market and those OEMs will be shedding ICE designs like a snake sheds its skin.
 
With greater dwell time, comes more shopping opportunities. I can see site managers like BP turning sites into destinations, with far more food options (pizza, kebab, bakeries, fish & chip shops), varied shops, haircuts, delivery pickup locations.

For Australia - free corks & string with hats, sunscreen, sunglasses, ice cream, cold drinks and beachwear. For UK - umbrellas, Greggs & tea (Earl Grey, hot).

Do people really see this as a thing for typical corner gas stations in urban areas? I can see the transit routes have better food, shopping, haircuts, etc, since someone would have to wait for about 20 minutes, but in urban/even suburbs environment, do people really want to eat/get a haircut at a supercharger location (or imagine your local BP gas station...and pay whatever is the going charge rate of the SuC operator) vs. charging at home/near the house?

I suppose I just can't see myself ever wanting that, again, outside of transit corridor chargers. These BP locations are also not the massive sites that say, a mall or something like a Buckees has.
 
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We'll see soon enough.

The mere fact that any vehicle from another OEM to employ FSD would have to be designed from the ground up to accommodate the actuator hardware, sensors, and central processing unit for the system will be a defining factor. It is highly unlikely these could be retrofitted into an existing ICE design without negatively affecting production rate and vehicle margin.

I don't think any OEM would feel so strongly about ICE that they would back a design for a new ICE model that has "Tesla Inside" and I don't think Elon would want the Tesla name associated with such a vehicle, even if an OEM was prepared to do it.

With what? A five year development plan to get a new design into production? By then EVs will have gained a much larger share of the market and those OEMs will be shedding ICE designs like a snake sheds its skin.
You'd also never have an ICE vehicle as a Robotaxi. It would either have to be running all the time, which would kill any hope of profits, or it would have a standby mode which would drain the 12V battery pretty quickly. Even if you include PHEVs, it's unlikely they could run at a profit.
 
Haven't seen discussion about FSD and Semis.

Think of what that will do to transportation: driverless, fully automated electric semi trucks.

Elon said the convoy driverless technology was something they could do "now" in 2017. They have a handful of Semis in their own fleet. Are they utilizing this already solved (as of seven years ago) technology? If not, am I allowed to say he lied about that?