The glassdoor rankings are very interesting....That is a decade long progression by an HR dept and leadership, from 2012-16 the company stock was not going crazy, it seems they were working to address issues. That's huge in tech. A great place to work...keeps the best people in place.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Agreed but in my - perhaps somewhat fundamental opinion - you won't gain anything by meeting trade restrictions with more trade restrictions. The country that applies free trade will win, one way or another.
Who Benefits from Trade Wars?
Even though economists keep on emphasising the benefits of international trade, protectionism is on the rise in many industrialised countries. The authors argue that a potential explanation for this phenomenon can be found in the short-run distributional effects of import tariffs: while...
www.intereconomics.eu
UkNorthampton
TSLA - 12+ startups in 1
I think it's more of a fundamental belief of Elon's. Free trade is good, subsidies to fossils & EVs are bad, but need to kill those fossil subsidies before/same time as EV subsidies.
I'd prefer if all kinds of pollution (uncapped oil wells, groundwater from flooded tanks, fracking, Nigeria's delta, Ecuador's pollution), judicial/political corruption - (bought lobbyists, journalist & politicians, Steven Donziger - Wikipedia & petro dictators) and other externalities were taxed though.
In other news, Tesla is reportedly much more switched on and insistent on suppliers sourcing from outside China and Taiwan area than other car makers (I think Dillon Loomis/Electrified covered this - especially electronics).
Tesla is doing well in China, unlike (almost?) every other non-Chinese brand.
Yes the operating risks is huge there. Huge. Not only, Tesla can't export profits as cash without permission. I really think GAAP accounting should discount any profits that can't be exported freely. It would do wonders for those making investments.
A lot of detail here, seems a huge improvement in production efficiency from Y to CT:
UkNorthampton
TSLA - 12+ startups in 1
Wow, those are not average human drivers though.. is this slomo? Really an edge case of slow reaction time here for both IMHO.
Not everyone has studied/passed a German-level driving test (unfortunately).
I've done a fair amount of reading on XPeng's system. It's hard to get good English language reporting out of China so what I will say might not be perfectly accurate. But here is what I have gathered:That was an Electrek article.
Here’s the latest from XPeng.
XPENG - Official Website | XPENG Motors – XPENG (Global)
Welcome to the official website of XPENG Motors. Discover our newest models, customize your smart e-vehicle and drive today the car of tomorrow.www.xpeng.com
They claim it WILL be in a lot of cities. Nowhere have I found evidence it ALREADY works in every city AND every road in between cities. Do you have any evidence, other than that Electrek article, which seems to mischaracterize the actual press release I’m providing?
And the fact that they are rolling it out to different sets of cities at a time, strongly implies it relies on some kind of high definition mapping. Which would mean it is not equivalent to FSD.
The important thing to understand is that XPeng's system is really two systems in one.
XPeng has a geofenced system that relies on HD Maps and Lidar. It takes an approach that is much like Waymo. This has rolled out in many cities.
XPeng has a second, "go anywhere" system that has just started rolling out, which uses a combination of neural nets and heuristics. It takes an approach that is much like Tesla's FSD V10 or V11.
What XPeng apparently does not have is an end-to-end system like Tesla's FSD V12.
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Anyone have data from Max Pain site? I get "No Data".
Like... "Oops, did we unplug it again? Sorry...."
Still there for me, not much change in stock price to be expected for today judging from max pain:
Ironically, I never did - got my license in California during my student exchange year in high school there
.IMHO doing some sports goes a long way in keeping your reaction times low. /OT
Max pain typically only updates after 7am eastern when new options data is released.
You can't be serious, are you? Gamers don't care about the GFX card in their PC's?
How many gamers do you know? I'm guessing it isn't too many!
For a bit of Tesla humor, this short by MKBHD has a couple fake Optimus bots in it, pretty slickly made:
Info on 4680 from 2023 impact report. TheLimitingFactor calls pack level gravimetric energy density "middle of the road"= average compared to other packs. Question to the experts here: Does the 4680 pack get some bonus for being structural (because it saves some structural parts that would have to be added in case of a regular pack)?
Yes, at the system level it eliminated the normal floor and cross beams. Potentially more depending what was still attached when weighed.
UkNorthampton
TSLA - 12+ startups in 1
@hobbes updated. I'll leave this comment here as info on further speculation in media is expected, but have deleted my original
And yet another intersting piece ofn information from the impact report - what was our last assumption for growth of enery storage business?
EDIT: They are talking about 75%+ growth in deployents, which I take as MWh, so growth in revenue should be less as cell prices come down.
EDIT: They are talking about 75%+ growth in deployents, which I take as MWh, so growth in revenue should be less as cell prices come down.
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