The point is that non every co-worker and father has a Tesla owner to fix their misconceptions. Eventually if enough people believe the FUD, it WILL hurt future Tesla sales. Tesla needs to preserve the halo image.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Meanwhile, Fred is reporting another Model S fire over seas. Tesla needs to investigate the owners and possible financial ties to Tesla's enemies. This sudden spike in fires is suspicious if you ask me.
Tesla typically says:
1) Electric is safer than gas (insert manipulative statistic).
2) No one was harmed in this incident.
3) We design these cars so that in case of fire it is easy to exit the vehicle in time.
4) This is an older car. These problems or problems like these have already been fixed.
5) We take every incident like this seriously and are always improving.
I think Tesla generally gets this right. Conspiracy theory talk backfires. See: Elon and Pravduh.
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Artful Dodger
"Neko no me"
More good reasons to build the first Model Y line at Fremont: (emphasis mine)
Cheers!
carsonight | 5 hours ago
"No. I am told the Grohmann SR battery machine is producing them at the rate of one every 45 seconds, and that most of what is going to Fremont are SR. I was told for that reason Panasonic is producing cells as fast as Tesla can use them, and that the Tesla side of GF1 is producing batteries sometimes faster than Fremont can use them. I am told if there is any bottleneck now it is Fremont, that GF1 has had to pause for Fremont to catch up.
"The above information is factory floor from both sides of GF1, so take it for what it is worth. The speeds are when everything is working right and will be less when there is any equipment breakdown or Fremont bottleneck. We'll know at the end of the month how accurate any of this is. Musk has said that this could be a record quarter, and I have a hunch he could be right.
"One more thing: with the Grohmann machines in operation, I'm told Tesla currently has a hiring freeze. Panasonic still needs employees desperately, though."
"No. I am told the Grohmann SR battery machine is producing them at the rate of one every 45 seconds, and that most of what is going to Fremont are SR. I was told for that reason Panasonic is producing cells as fast as Tesla can use them, and that the Tesla side of GF1 is producing batteries sometimes faster than Fremont can use them. I am told if there is any bottleneck now it is Fremont, that GF1 has had to pause for Fremont to catch up.
"The above information is factory floor from both sides of GF1, so take it for what it is worth. The speeds are when everything is working right and will be less when there is any equipment breakdown or Fremont bottleneck. We'll know at the end of the month how accurate any of this is. Musk has said that this could be a record quarter, and I have a hunch he could be right.
"One more thing: with the Grohmann machines in operation, I'm told Tesla currently has a hiring freeze. Panasonic still needs employees desperately, though."
Cheers!
Tesla should definitely build the first model Y line at Fremont. It allows for reuse of employees that have direct experience building the 3. It also allows for potentially replacing a model 3 line devoted to SR+ production (not very profitable) with a model Y LR/P line (highly profitable) for risk management. It's also closest to most of the rest of Tesla's staff and so on.
Fremont is the red keep of Tesla. It's never fallen. no spoilers please.
That's not new; it's 15 months old. Even cleaner now!
I'm sorry the COGS of the SR+ is $38-39k? Shouldn't there be more discussion of this?
Buckminster
Well-Known Member
Zach - loving your articles. Three ideas for future articles that may spark interest:
1) Is Elon looking to change the home building industry next?
Legwork. Aircon.
2) Elon's Tsunami inbound
Legwork. Peeps need reminding just how many world changing products Elon has coming. If you accept, good luck keeping it readable. Maybe split into multiple articles by year or company.
3) The economics (and charging practicality) of driving a Model 3 for Uber
Could be a game changer if you can find the data / sources. Maybe you initially write an article asking for Uber/Lyft drivers to write to you with their accounts.
@ZachShahan In your article on punked environmentalists, you have a link to AOC saying something bad about Tesla, but when I went to it, it’s just a whole 1 1/2 hour long speech thing. Was that just the bit about not getting a return on the investment, or something new?
This is a good summary. I thought long as well why Tesla doesn't advertise. They can easily sustain a higher ASP / margin if they are advertising the top end trims. They don't need to fire people and and close stores.
There are easier ways to make money. Also this is short sighted. Let me step into Elon's shoes for a bit.
I want to solve global warming, and want to convert the vast majority of transportation to electric. I cannot do this being a premium brand. To get there, going electric should be an economic no brainier. Something like the Camry and the 3 are priced the same. The fuel and maintenance savings are gravy. At that point, all competition is dead meat.
Now, my company is growing at 50+% every year, and obviously, I see a lot of inefficiencies. If I can wring out all the inefficiencies in Fremont and giga, I can replicate the model everywhere. There's cash in the bank, and there's a crisis media has brewed. Why would I waste a perfectly good crisis. I'll use this to light a fire under my employees and whip them into shape. And when the demand organically builds up, I'll have the most efficient line/ process, I can replicate.
So let the team be on a lean diet. Delay the gratification. Don't advertise and make it easy in the short term. The prize is world domination, and solving climate change.
/Elon
Carl Raymond
Active Member
Do both. Pitch it as a performance car to car aficionados. Pitch it as clean and green to people who fear the Keeling Curve and the enhanced greenhouse effect. There are probably other angles to attack, such as convenience, comfort, peace, economy. Different people, different priorities and concerns. If some help save our species unwittingly, I’m OK with that.
BOBTHEJOCKEY
Member
Pras
Member
On fires, I don’t understand what is the misconception. I mean any energy storage will have fire risk. Whether it is hydrocarbon based energy, or electric. The question is which is safer, relatively speaking. Fred in his article says “O I don’t know why it happened hence curious”. Just a FUDster.
Buckminster
Well-Known Member
Yup, M3 margin was ~20% in Q1. I have closure on this now.
CyberDutchie
Active Member
Didn’t Fred earn a Roadster 2.0 through his referral code? Anti-Tesla people like him should be excluded from this program.
Artful Dodger
"Neko no me"
Two roadsters. redFay's probably the No.1 reason the referral program was cancelled (it was revived about a month later in a form that doesn't give an unfair advantage to high-volume click-baiting bloggers).
EVNow
Well-Known Member
No it’s not. DaveT had a confusion from autonomy day. Tesla talked about a hypothetical robocar that lasts a million miles costing 38k. Not SR+.
Less than 100km from where I live. Apparently a Dutch Model S of less than a year old, and a supercharger that is also one of the newest in Belgium.
Normally, I’d expect an avalanche of comments (on the original HLN article) like ‘those Teslas should be banned because they catch fire all the time’, but no comments at all for the moment. Also, the article is very factual and doesn’t refer to any other EV fires. Maybe we’ve reached the tipping point where the other car manufacturers can’t push the EV FUD anymore because they want to sell their own EVs.
If there’s any more local news about this fire, I’ll try to summarize it here.
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