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

[Unpilot]

Streisand effect

FMHR-chamath palihapitiya - Streamable

THANK YOU for posting this...been wanting to watch it.
Man that talking head guy wanted to push an agenda.

 

[Krugerrand]

Streisand effect

FMHR-chamath palihapitiya - Streamable

My cat likes this guy.

 

[Buckminster]

I'm not sure how many times that Elon has to point out that mass production is far harder than most people give it credit for :Þ You don't just "change a motor" in a mass production line, as if it's some sort of weekend task.

Also: Tesla did not credit all of the drop to line downtime.

Exactly, who works weekends anyway? In the UK, we would change the motor at teatime. Preferably Earl Grey and crumpets.

 

[UrsS]

Streisand effect

FMHR-chamath palihapitiya - Streamable

Thank you !

Now here is somebody with some money who would (in my opinion) help Musk financially if need be. His head is in the right place too.

 

[tinm]

Streisand effect

FMHR-chamath palihapitiya - Streamable

Ok that video clip is one of those “Wow. Just Wow.” moments.

Chamath nailed it.

 

[Cherry Wine]

Streisand effect

FMHR-chamath palihapitiya - Streamable

Lmao. Rip to that host.

 

[Krugerrand]

Lmao. Rip to that host.

Wanna bet that’s the last time they have Chamath as a guest?

That was akin to a lawyer asking a witness a question they didn’t know the answer to. Ahahahaha!

 

[KSilver2000]

Pulled the trigger and ordered Model X Performance w/ free Ludicrous and FSD before the price is going up. Trade in of 3+ years old Model X 90D at a very good price, given 68k miles already.

At the store, the Tesla authorization system was a bit slow to respond. According to an apologetic customer advocate, this had to do with unusual high number of orders being entered due to end of the month expiration of some of the special offers. I told him that was music to my ears (the high number of orders).

He had me enter the order on my iPhone which took all of 15 seconds, amazing! In and out of the store in 15 min, that’s unheard of when buying a new car.

Going from 90D to P100DL with $2,500 down and only $100 higher monthly payment is a fantastic deal in my opinion. I’m hopeful more owners think like me and are doing the same.

How much did Tesla give you for the trade-in?
Need to know that variable to decide whether it makes sense for ourselves.

 

[Prunesquallor]

My cat likes this guy.

He doesn’t look like he does.

 

[bpjod]

Streisand effect

FMHR-chamath palihapitiya - Streamable

Thank you so much for that link @SPadival. It was a most excellent interview. Well the interviewee was most excellent, not so much the interviewer.

it's freaking amazing the extra miles they went through trying to hide what he said!

It is so annoying that so much of the media goes so far out of their way to spin a negative narrative about Tesla. The fact that in CNBC's online article about the Tesla portion of the interview, the video on that page has been edited to specifically exclude the Tesla portion is laughable.

If I had any social media clout, I'd love to call out CNBC for this. Post a link to CNBC's article, then point out the video on that page has the discussion about Tesla edited out, then link to the outtake where Chamath Palihapitiya discusses Tesla. Then ask "why would they go out of their way to do this?"

 

[tinm]

That was like the Mueller of TSLA investors going up against a Fox News host.

 

[Krugerrand]

He doesn’t look like he does.

Oh, that’s just his resting *itch face.

 

[Prunesquallor]

Thank you so much for that link @SPadival. It was a most excellent interview. Well the interviewee was most excellent, not so much the interviewer.



It is so annoying that so much of the media goes so far out of their way to spin a negative narrative about Tesla. The fact that in CNBC's online article about the Tesla portion of the interview, the video on that page has been edited to specifically exclude the Tesla portion is laughable.

If I had any social media clout, I'd love to call out CNBC for this. Post a link to CNBC's article, then point out the video on that page has the discussion about Tesla edited out, then link to the outtake where Chamath Palihapitiya discusses Tesla. Then ask "why would they go out of their way to do this?"

Yes, this needs to go viral as "The interview TSLAQ doesn’t want you to see".

I have no on-line presence, so I will cheer from the sidelines.

 

[JusRelax]

Tesla Canada providing a "standard range" model 3 with 150km to make sr and sr+ eligible for Canada incentive!

 

[Prunesquallor]

Tesla Canada providing a "standard range" model 3 with 150km to make sr and sr+ eligible for Canada incentive!

What did they do, put an eTron battery in it?

 

[bpjod]

Tesla Canada providing a "standard range" model 3 with 150km to make sr and sr+ eligible for Canada incentive!

Awesome!!! That arbitrary cut off right between the price of a Bolt and a Model 3, then the special concessions for the Pacifica really ticked me off.

Have a link?

 

[izemize]

I've been thinking about it recently. Who are they? They want to destroy Tesla/Elon and all of us bulls so badly, we don't even know who they are? that's not right.

Shorts are betting against a better future.
Shorts can only lose. Google and Apple would not let Tesla fail.

Look. I think you guys demonize shorts based on a bunch of very vocal small / retail investors in social media. In the background large hedge funds make bets based on valuation and their own analysis. Not because they are evil and want to see Tesla burn, but because they will short everything that gives their clients some gain. That's their job. They might be bad at it, or good at it. The jury is still out.

John Hempton (tesla bear) said in a recent interview (real vision, paid only):

And Elon is-- the good things you can say about Elon are at least partly true. The car is wonderful.[...]
Nobody who hasn't driven it doesn't get it, [...]

In the end game, an electric car should have the maintenance profile of an egg beater, an electric egg beater. In other words, it just won't need much maintenance. [...]

If the stock goes to 400, I won't be very unhappy. I still wish I'd never heard of the company. I've been short for a few years. And I've paid a few years of borrowed cost.I've had a small number of options expire worthless. If the stock goes to zero, I'll have a drink at Elon's expense. *And I'll actually be sad for the world.*

 

[JusRelax]

Awesome!!! That arbitrary cut off right between the price of a Bolt and a Model 3, then the special concessions for the Pacifica really ticked me off.

Have a link?

Unfortunately I dont because since I'm not in Canada I always get redirected. Here's a screenshot someone posted on reddit: https://i.imgur.com/ddt9uxk.jpg

 

[bpjod]

Tesla Canada providing a "standard range" model 3 with 150km to make sr and sr+ eligible for Canada incentive!

Have a link?

Never mind. I found it.

 

[Singer3000]

Thanks everyone that responded! Also found it on youtube:

Point in the video about the convertible being free money for investors. I’d love to be able to buy a Tesla bond but us retail players are left out the market.

Musk has talked about “alternative sources of capital”. Let me help Mr Musk! There’s a limit to how many shares I’ll sweep up, gotta have some semblance of portfolio management. All me buying shares does anyway is help boost the stock option incentive return. But a retail only bond that’s also available internationally? I’m pretty sure they could fund the next Gigafactory that way if they wanted.