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

[Right_Said_Fred]

Some find it very hard to listen to moderators:

- Several more posts on FSD were removed.
- Neroden’s feelings on service now have their own thread: Neroden on service (out of main)

This thread is off limits for now for FSD and service discussions, as everything has been said already (many times) and it drowns out all other posts.

 

[EVMeister]

How Ford Will Eat Tesla's Lunch in the Next Two Years...

Hahahahahahahhahahahaha!!!!!

They might get some leftover crusts and an apple core, if they're lucky.

 

[Cobbler]

Some find it very hard to listen to moderators:

- Several more posts on FSD were removed.
- Neroden’s feelings on service now have their own thread: Neroden on service (out of main)

This thread is off limits for now for FSD and service discussions, as everything has been said (many times already) and it drowns out all other posts.

Do you have a summary of all the rules/guidelines?
like a FAQ

 

[Fact Checking]

Lead regular Model 3 and Tesla Energy cell quality operations at Gigafactory 1,

So where's the news here? This role could relate to checking the quality of incoming Panasonic cells at GF1:

The group supports development of new mass production cell candidates by guiding design decisions, contributing to cell supplier specification requirements, and collaborating on cell material and process development projects. Cell Quality leads mass production cell projects that impact incoming cell quality, Tesla manufacturability, and field reliability.

I don't think it necessarily implies Maxcells.

 

[Fact Checking]

A nail took out one of the Model S’s tires this week. I was at discount tire picking up the replacement in the Model 3 when I happened to see a black P3D leaving one of the bays. As I was watching the 3 drive away I hear one of the workers one the phone saying “a Tesla? Yes we stock tires for your car” Teslas are taking over Phoenix. Bullish AF.

Wow, then the Audi e-tron must be the real deal because the tire sizes used on that EV are in stock at my local America’s Tire before the car is even sold! Tire shops are already preparing in advance! Double bullish!!

/s

*It is true though about the sizing, I just checked. The sizes that will be used are available locally.

I suppose @Silent Ludicrosy's main point was that the customer only mentioned "Tesla" on the phone (without exact tire size), and the response was:

• "A Tesla? We stock all tire sizes for all models, just come in!"

The answer wasn't:

• "You drive an étron? Sir, my French isn't particularly strong, but I don't think that's a nice thing to say about a car. Could you please tell me your car's tire size: width, height and diameter?"

 

[Fact Checking]

Unfortunately due to their past actions I find it hard to trust Tesla security’s credibility. In Sparks NV didn’t they falsely claim that the battery “whistle blower” had threatened work place violence?

No. Several people posted here that that guy (Martin Tripp) was deleting incriminating evidence of his online presence left and right, including evidence that suggested he is a gun nut. Tesla claimed they got an unsolicited phone call from a friend of Tripp that claimed that he threatened (witnessed by the phone caller) that he'd shoot the place up.

Assuming that this is true (I don't know whether it is), even if the phonecall was anonymous, wouldn't you too (have to) take the alleged threat dead seriously, even if after the fact the guy turns out to be an online loud mouth that appears harmless in person?

 

[Stephen zz]

I suppose @Silent Ludicrosy's main point was that the customer only mentioned "Tesla" on the phone (without exact tire size), and the response was:

• "A Tesla? We stock all tire sizes for all models, just come in!"

The answer wasn't:

• "You drive an étron? Sir, my French isn't particularly strong, but I don't think that's a nice thing to say about a car. Could you please tell me your car's tire size: width, height and diameter?"

You can't polish an étron but you can roll it in glitter

 

[Fact Checking]

The issue is that the footage will reveal exactly how doctored the promotional material for the autonomy day was.

What are you talking about: there was no "promotional material" for Autonomy Day to "doctor":

• Big investors were driven in HW3 cars in person, in full FSD mode, in the Palo Alto area, with traffic light recognition, left and right turns, etc.
• One of the investors was driven to the airport, so it wasn't a fixed route.
• There were several reports of flawless trips and one report with a single disengagement by the safety driver.
• The following equity financing round was well subscribed.

Furthermore, since Hothi/skabooshka filmed the Tesla car, if there was any "doctored" material he'd already have released the video evidence, right?

My guess is Tesla dropped the request because they didn't have good or unambiguous enough footage of Hothi (allegedly) hitting the security guard - and the injuries of the security guard are a single witness, versus Hothi's claims - not enough evidence to grant a temporary restraining order given the judge's discovery order. So they dropped it instead of waiting for the judge to deny the request. I suppose the rest of the suit is still continuing.

Sorry, but I think you are spending way too much time reading TSLAQ nonsense.

 

[Foghat]

What is fascinating about Tesla’s long term future is that all paths may naturally lead to it creating a market leading OS-ecosystem.

The vehicles, the solar + battery home, business, utility system... all will lead to Tesla gaining consumer familiarity and loyalty with its branded software applications all centered around energy production and consumption costs and value adds which are essential to saving money and utilizing products most efficiently.

While at the same time, Tesla offers internet services, predictive maintenance (and product suggestions) of all items that consume energy in the home, business, or industrial environment, highly accurate weather and traffic forecasting due to real time fleet data collection, energy sales management for buying and selling energy on at the distribution level for home and business owners, etc...

The sky’s the limit as Tesla could leap frog Apple, Google, Microsoft, and the rest for the next holy grail of the connected home and internet of things.

Though the path may not be clear to some, it is becoming increasingly more visible as many “synergistic” areas (including boring, neuralink,spacex tech advancements) are gaining momentum with Tesla steaming ahead toward 1 million vehicle owners and 1 million solar (and battery) customers within the 12-24 months...

 

[kengchang]

In the sense that it will show what the true state of functionality was at that time.

and we care about it because of ? Real people were riding car running FSD on that day and came out impressed.

 

[Matias]

China may be entering recession. CEO of Stora Enso (We are the renewable materials company! )said, that China has cut buying pulp 7% this year and at the same time cut buying recycle paper. Traditionally china's pulp usage has very closely followed its GDP growth. There has been suspicion, that China is manipulating its GDP figures and this is another indicator of it.

 

[Right_Said_Fred]

Do you have a summary of all the rules/guidelines?
like a FAQ

There are. But the rules/guidelines do not cover the policies of moderators to keep threads from going off the rails or getting bogged down.

 

[SPadival]

No. Several people posted here that that guy (Martin Tripp) was deleting incriminating evidence of his online presence left and right, including evidence that suggested he is a gun nut.

Yep. Shooting illustrated .. Is that like Sports illustrated without the swimsuit models?

Bloomberg also claimed that he panicked when this news came out and ran from his home to.. wait for it.. Nugget casino Resort in Reno . Don't know about you, but if I am panicked and wanted to hide, I would probably go to a nondescript motel out of town and not to a falcking swish casino resort in the middle of the town.

 

[NicoV]

You can't polish an étron but you can roll it in glitter

I will never get that out of my mind now.

 

[avoigt]

Interesting Analysis:

 

[Silent Ludicrosy]

I suppose @Silent Ludicrosy's main point was that the customer only mentioned "Tesla" on the phone (without exact tire size), and the response was:

• "A Tesla? We stock all tire sizes for all models, just come in!"

The answer wasn't:

• "You drive an étron? Sir, my French isn't particularly strong, but I don't think that's a nice thing to say about a car. Could you please tell me your car's tire size: width, height and diameter?"

My point has nothing to do with tire sizes. Just that they were dealing with three Tesla customers in a row. There was one BMW and no Audis at the store. People in the waiting area noticed. You don’t have to use the spike in my “Tesla sightings in the wild” index as an advice, but it’s bullish AF.

 

[JRP3]

I can think of two reasons why Tesla wouldn’t want to release the video:

1 Perhaps they don’t want to draw negative headlines during a time when things are going well.

2 Putting videos of this manner to the public may encourage more copycats. This has been a focal point of why the media has been criticized for over exposing the face of killers who participate in “public mass shootings”, which has in effect planted ideas in the head of copycats and allow them to research their next target.

3. The video didn't help Tesla's case.

 

[brian45011]

Let's begin with the 1st GF1 job from July 12
Associate Cell Quality Engineer, Gigafactory

Job Title: Cell Quality Engineer
Location: Gigafactory 1

Team

The Cell Quality team is part of Cell Manufacturing team within the R&D organization. The group supports the development of new mass production cell candidates by guiding design decisions, contributing to cell supplier specification requirements, and collaborating on cell material and process development projects. Cell Quality leads mass production cell projects that impact incoming cell quality, Tesla manufacturability, and field reliability.

Role

The Gigafactory Cell Quality team is seeking an entry-level engineer to lead and support incoming quality inspection, root cause analysis, critical Li-ion cell component analysis, and data analysis in both manufacturing and lab environments. The majority of projects will be multidisciplinary and focused on field reliability and safety, production throughput, and cost savings of Li-ion cells.

The candidate must demonstrate the ability to effectively interface with employees throughout the company ranging from production associates to executives within Tesla and with suppliers.

Strong organizational, time management and interpersonal skills are necessary to excel in this role. The person for this position must exhibit the knowledge, leadership, and drive needed to not only challenge the status quo, but also define and execute the optimal path forward.

Responsibilities

• Lead regular Model 3 and Tesla Energy cell quality operations at Gigafactory 1, including:
  • Complete incoming quality control tasks to ensure manufacturing capability and product reliability
  • Manage non-conforming cell process flows and evaluates suspect materials while working closely with internal and external teams to quickly identify and resolve any cell-related issues
  • Lead the identification, root cause analysis, and resolution of cell related manufacturing quality issues
  • Contain and sort products as needed based on quality requirements
  • Participate in audits of Tesla and supplier manufacturing lines to ensure all processes follow the plan of record
• Drive cross-functional projects with manufacturing, supply chain, production quality, and research teams to test existing and determine new product specifications and tolerances
• Collaborate with suppliers to initiate and implement Process Change Requests (PCRs) to improve manufacturability and field performance
• Seek out and initiate continuous improvement projects within Tesla manufacturing and at suppliers
• Lead FMEA activities to ensure design and manufacturing issues are identified and risks mitigated
• Provide Design for Manufacturability (DFM) feedback to engineering as well as participate in DFM reviews
• Produce cogent and intelligible data visualizations
• Author presentations and summarize high-impact technical findings
• Develop custom test methods to solve critical cell engineering issues
• Anticipate potential problems and take preventative action

Requirements

• B.S. Engineering or Material Science with a focus in battery engineering and/or renewable energy preferred
• Demonstrated competence to organize large projects across various disciplines.
• Excellent verbal and written communication skills; ability to communicate with technical and non-technical team members is essential
• Strong desire to learn and use advanced characterization and analysis techniques in Li-ion cell and battery pack manufacturing processes
• Hands-on experience inspecting and disassembling small components
• Detail-oriented with exceptional documentation, organization, and interpersonal skills
• Ability to use technological tools and business system applications to manage, synthesize and interpret data
• Familiarity with quality systems manufacturing environment
• Proficiency in Microsoft Office Suite
• Experience working in a dynamic and fast-paced environment
• Willing to work long hours and weekends on short notice
• Ability to lift and sort parts up to 25 pounds as required
• Exhibit a strong passion for sustainable energy

Desirable Experience

• Programming (SQL, Python, MATLAB, R, etc.)
• Familiarity with lab material characterization techniques
• Data analysis and visualization software (Tableau, JMP, Minitab, etc.)
• Design software (Adobe Creative Suite, CATIA. SOLIDWORKS)
• Photography using a DSLR

Is Martin Tripp eligible for re-hire?

 

[KarenRei]

Yep. Shooting illustrated .. Is that like Sports illustrated without the swimsuit models?

Bloomberg also claimed that he panicked when this news came out and ran from his home to.. wait for it.. Nugget casino Resort in Reno . Don't know about you, but if I am panicked and wanted to hide, I would probably go to a nondescript motel out of town and not to a falcking swish casino resort in the middle of the town.

I love how literally everything on his account pertains in some way or another to his actions. At the time I would have said "everything but one thing", but then he fled to Hungary....

 

[Fact Checking]

Is Martin Tripp eligible for re-hire?

I'm wondering whether he'd accept this free CV I've written:

• Experienced software developer with a love for guns, hacking and TSLAQ.
• Makes occasional threats of mass violence, but has more bark than bite, most of the time.
  
• Loves traveling to non-extradition countries, hates being skipped over for promotion. Allegedly.
  
• Willing to exfiltrate confidential corporate data for a fair payment, absolute discretion guaranteed.

Disclaimer: Parody CV.