Yah I hear ya. I’m probably one of those sometimes. Human nature I suppose.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
For those who take Musk's tweets as definitive/authoritative "proof," consider the above three tweets, all of which are celebrating Elonversaries today.
They were all false.
UkNorthampton
TSLA - 12+ startups in 1
Alleged FSD trial conversion data. So far looks like a <2% conversion rate.
Elon is known to be overly optimistic and plans change. What's your point?
Have I missed all the stories of 12V battery failures from running nonstop?
Perhaps people shouldn't be so quick to take his forward looking statements as the truth.
Tesla jagas av Kronofogden – skyldiga miljoner | Carup.se
Tesla har problem att betala sina räkningar i tid och jagas av Kronofogden. Carup kan avslöja att Teslas svenska bolag TM Sweden AB just nu har miljonbelopp i ansökningar hos Kronofogden, bland annat för obetald hyra på huvudkontoret. Senaste tre åren har Tesla haft 354 ärenden hos Kronofogden...carup.se
This is quite amateur stuff imo.
I wouldn't be surprised if the strike there is part of the problem. (It is hard to pay your invoices or respond to notices if the post office refuses to deliver them to you.)
Can't turn off the oil faucets now as the civilization would collapse. Instead, do things that make using oil non-profitable. It'll take a while but overall this is the only solution.
The most of the 500 that were laid off on the supercharging team located potential sites and negotiated with the site owners. Local contractors including electrical engineers pulled permits and did the job site construction. Obviously Tesla supplied the charging equipment.
Not DarkandStormy, but my guess is his point is that Elon has been wrong/misspoke before. We'll all have to wait 5 years to see if this RT/FSD/AI/Optimus plays out.
Having followed the solar/energy side of Tesla far more in the past few years (and wanted the PW myself before), the solar roof has been a pretty bad disaster I feel. Far worst in overpromising and underdelivering and prices were jacked up from say, $50k -> $100k even with signed contracts. People then sued, Tesla backed down and did the project or just said we don't install in that area now and cancelled their own region install team or pointed them to 3rd parties. The install rate/take rate is pretty low/poor for something promised to change how solar is done for residential.
I've never felt unlike the EV market, the Tesla solar residential part (note I stated residential) was their strong point. I suppose being sued to force Tesla to commit the signed contracts was the major downer.
All this said, there are happy owners/installed people on solar roof and any solar roof makes a lot of sense for someone with a very strange/angular roof that panels would just be a jumbled mess.
Lots of new cars have very good highway functionality.
I personally wouldn’t pay a red cent for Level 2 City Streets functionality because that adds no value to me when only long highway drives are fatiguing, but that’s a more individual thing.
The consumer vehicle network is mostly in place. The heavy truck charging network needs to be developed in order for high usage EV trucking to eclipse ICE trucking.I wonder how he plans to do that though? Will he rebuild the teams he just let go, or begin a completely different strategy on how to build the SC network going forward?
^^^ This ^^^ times three thousand.
I will say, I let myself be carried away by the overreaction to the SC layoffs ... by finally completing my TSLA -> Roth IRA stuffing for the year (basically a long-term bet that helps with taxes on expected long-term profits). That layoff, a definitive (and yes initially frightening) move is a "put your money where your mouth is" sign of confidence that FSD end of tunnel is in sight BY THOSE WHO HAVE THE DATA. A move like that is so much more than the Elon tweets over the years of "11.x is awesome". He never trimmed the Tesla sails this dramatically after any of those tweets. And as mentioned before, surely the Board must have signed off on support of that layoff.
For those who the FUD has gotten to this year ... have we forgotten Tesla warned us 2024 would be a low revenue year, between planned growth waves? The advances we have seen in 2024 have already outpaced my tempered expectations for the year. Yes, car sales will be slow. Yes, SC expansion will slow (but not stop as current evidence already shows).
Elon has the information to make these dramatic decisions. We ... do not. Best I can tell from the outside, Elon and the Board hit it right on many, and fix their misses as fast as possible.
I really wish (for my own personal timing reasons) that 2024 was the bonanza year, but I ain't sellin' now.
Emotionally, it is tough with all the FUD, but those who have most of the world's cash and whose oxen are being gored right now, see their oxen heading to the slaughterhouse when the battery glut, redesigned Model 3/Y, and/or Unboxed model come together, with FSD online ... those folks are raising the FUD level to 11. And as most of us know, Elon is their best attack surface, and his use of X and the ambiguity that provides feeds the FUD. That is nothing new, but we forget it at our financial peril.
Thanks for your great post, @Todd Burch !!!
Actually it adds a lot of value. It's saved me from two accidents. I call that good value for money.
FastEddieB
Member
I’ve mentioned that we recently bought a used 2022 Toyota Tundra to serve primarily as a tow vehicle. It has both Adaptive Cruise Control and Lane Keep Assist*. The Adaptive Cruise Control seems on par with Tesla’s. The Lane Keep Assist is noticeably less smooth. So, even pretty standard ICE vehicles seem to have much of the functionality of Autopilot. And, yes, I would expect those features in any future EV purchase.
*Lane Keep Assist is not available in our truck in either of its tow modes. I guess that’s for safety concerns.
For once I agree with you. Anybody who takes "forward looking statements" as absolutes clearly isn't paying attention.
And while they are at it, they can stop calling them "promises".
FastEddieB
Member
I’ve sent a fair amount of time battling unwarranted FUD re: Tesla’s and EV’s in general on several social media sites.
FUD should not be assumed to be unwarranted or used in a derogatory manner. Fear, uncertainty and doubt may be quite justified when a company’s actions - including those of its leader - warrant such feelings. To never feel fear, uncertainty or doubt as to Tesla’s prospects or Elon’s actions seems to me unhealthy - and potentially risky.
FUD should not be assumed to be unwarranted or used in a derogatory manner. Fear, uncertainty and doubt may be quite justified when a company’s actions - including those of its leader - warrant such feelings. To never feel fear, uncertainty or doubt as to Tesla’s prospects or Elon’s actions seems to me unhealthy - and potentially risky.
I can attest to that as well. One Uber driver I talked to picked up a private gig for a commuter. Every day he drove someone to and from work. It was a customer the driver found through Uber, but Uber got no benefit.
I wonder how much of that "off the books" revenue Uber is losing. It's revenue that robotaxis would gain.
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