Esteemed journalists at CNBC, Bloomberg and Business Insider have been rather slow on the uptake of this news. Apparently there's no blood to let, so why bother?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Esteemed journalists at CNBC, Bloomberg and Business Insider have been rather slow on the uptake of this news. Apparently there's no blood to let, so why bother?
Artful Dodger
"Neko no me"
Ihor Dusaniwsky @ihors3 1h1 hour ago
Ihor Dusaniwsky Retweeted Be XSive
You gotta give me some slack, I'm on vacation, be back to work tomorrow with new updates!
You gotta give me some slack, I'm on vacation, be back to work tomorrow with new updates!
I was at the hearings back in August when the ZEV mandate was passed here in CO, and I heard and read the F2D Coalition's presentation firsthand. As one should unfortunately expect with a nebulously-named political lobbying organization, the Coalition includes such organizations-that-definitely-aren't-hiding-any-ulterior-motives as the Colorado Auto Dealers Association, Colorado Petroleum Association, and the American Fuel & Petrochemicals Manufacturers, among others. Their website has vanished into the shadows. (See this Denver Post piece for an example that recently linked to the F2D website and now hits the GoDaddy parking page, and this blog discussing the history of the Coalition).
The F2D presentation, along with a bunch of other materials, are still available on the Colorado AQCC website for those interested. I found it to be unpersuasive (surprise!). Their argument basically boiled down to 'Colorado is not California, and BEVs can't handle our topography/weather/driving needs.' Well, that and a number of 'this would violate federal and state law!' suggestions that the committee also did not find persuasive.
It's just a protectionist organization, hopefully not long for this world.
trailhound
Member
interesting print on the Tesla - Walmart settlement.
Legal Documents Reveal the Real Reason Walmart Dropped Its Lawsuit Against Tesla
Most media outlets reported that Walmart and Tesla settled the complaint, which implies that the complainant is likely to receive some form of compensation. However, court documents reveal that Walmart’s lawsuit was voluntarily dropped. According to Vladimir Grinshpun, a person closely following the story, this indicates that Tesla did not pay Walmart a dime to settle the dispute.
Hope this is behind us...looks like it could of been quite ugly
Legal Documents Reveal the Real Reason Walmart Dropped Its Lawsuit Against Tesla
Most media outlets reported that Walmart and Tesla settled the complaint, which implies that the complainant is likely to receive some form of compensation. However, court documents reveal that Walmart’s lawsuit was voluntarily dropped. According to Vladimir Grinshpun, a person closely following the story, this indicates that Tesla did not pay Walmart a dime to settle the dispute.
Hope this is behind us...looks like it could of been quite ugly
I think the importance of ambition and vision is highlighted in Tesla and Apple. With Musk and Jobs at the helm both companies were innovative and focused on the product. Once Jobs left, Apple has decayed into a marketing machine. Jobs said it best here how a company decays when product is not forefront.
Of course Apple is still a relatively great company, but the trajectory is very slowly downwards. It's a source of concern for Tesla that Elon is so critical to the vision and direction. He is unique in that he is an ambitious risk taker, an engineer and a visionary. Having said that, I think the vision of Tesla (speed up sustainable energy and transport), and SpaceX (base on Mars/other bodies after) are quite clearly set and will not change for a few decades, so perhaps Elon's importance over time will diminish with such clear goals set for the companies. Apple's objective of build easy to use and beautiful software and hardware is less ambitious and open to wavering imo.... it has less direction, less clarity in the objective. Apple now seems to be about maximising revenue.
The vision of Tesla and SpaceX goals are what people rally behind. The incremental progress out in the open. The setbacks and small steps forward. It's an iterative approach, building on top of previous versions of the car and software. A loop between drivers, engineers, production, designers, pushes the process forwards. Scale matters in the car industry. A lot of the problems are related to efficiencies, production scaling, data collection. It is this public, at scale iteration over decades which has driven both Tesla and SpaceX to achieve revolutions in their products, totally disrupting several industries. All the while pulling in money from active customers, and getting their feedback on the products.
Apple (Titan), Amazon (Blue Origin) and Google (Waymo) all come along with the approach of trying to spend their way to a solution, behind closed doors and without iteration at scale, putting them very much at a major disadvantage. Not to mention how much later they started on the problems compared to Tesla and SpaceX.
_____________
My predictions for these three companies:
Apple/Titan - they will not make cars, but maybe will make a version of FSD they can sell to automakers if Waymo does not beat them to it.
Blue Origin - they move way too slowly to compete with SpaceX - they might be able to just copy Starship once they get New Glenn flying. They will be 5-10 years behind SpaceX though which seems too far.
Waymo - I think they will succeed 2-3 years after Tesla.
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anthonyj
Stonks
Lawsuit was prolly funded by Wall Street to shake out weak longs
StealthP3D
Well-Known Member
They are trying to figure out how to turn it into a negative. This takes time and intense concentration, well, at least for them.
Their job is to portray a bond rating of "B-" as being really bad without offending all people who, as students, worked hard and still couldn't maintain a B- GPA. They will end up just emphasizing that a B- rating is still technically a "junk bond" and that nothing has really changed except investors who over-reacted to the news. Alternatively, this news is actually bad news because it could cause some inexperienced investors to get in over their heads with risky bonds.
Good for you, buddy!
It's weird, Elon and the text all say Blade Runner, but in my mind I keep seeing Mad Max... am I alone?
"The positive outlook reflects an increased likelihood that Tesla's credit metrics will improve more than our base-case projection because of higher demand and manufacturing-related efficiencies," S&P Global said.
It's the mad Max mode from nav on AP that is throwing you off.
EVNow
Well-Known Member
Not really... hard to make more cats from a cat's nose...
Dan Detweiler
Active Member
Ah! So that's why there were no CNBC folks in Mad Max.
I'm not a lawyer, but based on everything I read about the Walmart lawsuit, they have very low chance to win.
In addition, it's unwise for Walmart to make Tesla an enemy. They might need help from Tesla down the road - low cost shipping. Ford gave Tesla hard time over the use of "Model E", look at their current situation.
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