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

[TheGrimSweeper]

From: Tesla reduces staffing but 'very well could still be making cars'

The county spokesman said on Wednesday county officials needed to move on to other issues regarding the virus rather than focus on Tesla.

"Tesla needs to comply with the health order," he said, adding that the county did not want to force people into compliance, but implement changes with their consent.

A spokeswoman for the Fremont Police Department on Wednesday said attorneys for Alameda County and the city were discussing how to interpret the lockdown order by San Francisco Bay Area officials.

"This is all very new and there are a lot of moving parts," the spokeswoman said, adding that the conversations concern all manufacturers in the region.

The attorneys are not discussing enforcement or disobedience measures, but were trying to understand how state and federal exemptions factored in, she said.
​

Basically the County is a paper tiger. Tesla can continuing doing what it wants, and thus will continue doing what it wants.

I can tell you from living in San Francisco that pretty much every contractor is still out there working. There are tons of houses near me undergoing renovations.

Everyday when I walk by the contractors are still there working on it, under this "lockdown".

 

[Silent Ludicrosy]

Im guessing with Fremont at 25% and Sparks at 100% we will see a big increase in powerwall and megapack production. Or would Tesla just stockpile car packs for a post-lockdown surge at Fremont?

 

[LJS22]

This could be a natural conclusion of coronavirus. After half the big companies have gone bankrupt, shareholders and boards of surving companies will insist that factories should be designed to be able to keep on running with minimal human involvement!

The risk will be too high not to spend a ton of money on making sure humans aren't needed, and human intensive production lines will be worth very little on the balance sheet...

AI robotic workforce, UBI, self driving cars. Sounds like a 2016 Elon Musk TED talk

 

[Paracelsus]

[QUOTE="heltok, post: 4578347,
..............Nevada can stockpile some batteries [/QUOTE]

This is an extremely important event that is not being given enough consideration at the moment, and is just a little off the mark IMO. Think about the battery needs for the Moss Landing 1 GWh storage project. Think about the Sun Cable Australia-to-Singapore storage needs. Think about all the Tesla Powerwalls that are going to be sold as a result of this event. Tesla will continue to manufacture batteries at warp speed, but Tesla won't be stockpiling batteries. I am convinced that they will simply be 're-purposing' all the batteries they don't use in Fremont in cars for their Tesla Energy projects. And TE was already on a path to eventually outpace Tesla Motors IMO. TSLA = TM + TE under the same umbrella. And that combination provides tremendous flexibility and opportunity. Nothing has changed for PG&E's grid crisis. It needs Tesla more today than it did a couple months ago, because we are now a couple months closer to the next summer of hot weather. And the world is even hungrier to transition its Grids for greater stability and sustainability as we come out of this crisis.

Anyone thinking Tesla wont be making powerpacks and megapacks with the surplus cells it is producing from Nevada that won't be needed in Fremont simply because they aren't the cells Tesla traditionally used in those products has somehow not let the innovation-power of this company sink in over the years.............i.e. need to make Model 3 happen quickly? Build a tent. I am looking forward to the shock and awe from the 'analysts' at how well Tesla weathered this storm, and how quickly they innovated towards faster growth when the chips were down for all companies across the board in the automotive and the energy sectors. My forecast? 100% chance for a Wake-up call of biblical proportions just around the corner.

 

[mongo]

This is an extremely important event that is not being given enough consideration at the moment, and is just a little off the mark IMO. Think about the battery needs for the Moss Landing 1 GWh storage project. Think about the Sun Cable Australia-to-Singapore storage needs. Think about all the Tesla Powerwalls that are going to be sold as a result of this event. Tesla will continue to manufacture batteries at warp speed, but Tesla won't be stockpiling batteries. I am convinced that they will simply be 're-purposing' all the batteries they don't use in Fremont in cars for their Tesla Energy projects. And TE was already on a path to eventually outpace Tesla Motors IMO. TSLA = TM + TE under the same umbrella. And that combination provides tremendous flexibility and opportunity. Nothing has changed for PG&E's grid crisis. It needs Tesla more today than it did a couple months ago, because we are now a couple months closer to the next summer of hot weather. And the world is even hungrier to transition its Grids for greater stability and sustainability as we come out of this crisis. Anyone thinking Tesla wont be making powerpacks and megapacks with the surplus cells it is producing from Nevada that won't be needed in Fremont simply because they aren't the cells Tesla traditionally used in those products has somehow not let the innovation-power of this company sink in over the years.............i.e. need to make Model 3 happen quickly? Build a tent. I am looking forward to the shock and awe from the 'analysts' at how well Tesla weathered this storm, and how quickly they innovated towards faster growth when the chips were down for all companies across the board in the automotive and the energy sectors. My forecast? 100% chance for a Wake-up call of biblical proportions just around the corner.

The issue I see is NCA (autos) vs NMC (storage) and time to switch the line(s) between the chemistries and back again. May not be worth it if shutdown is short (net reduction in total battery output).

 

[gerebgraus]

Regarding COVID-19, I think Uncle Jack's main interest should be not getting it.

I think that both uncle Jack and you are right.

 

[ZeApelido]

If you told me post Cybertruck reveal that in 4 months we would be in the midst of a global pandemic and stock market plummet and the stock would be up 25%, I would be pretty happy.

Makes me feel better

 

[dl003]

NYC Mayor Bill de Blasio is asking Elon Musk for Tesla-made ventilators as the city's hospitals face a shortage
Model V coming right up. LOL.

 

[Paracelsus]

The issue I see is NCA (autos) vs NMC (storage) and time to switch the line(s) between the chemistries and back again. May not be worth it if shutdown is short (net reduction in total battery output).

Yes......that was the point I was hoping to convey. I think we shall finally see greater flexibility implemented to provide a long-overdue common component for TE from the prioritized TM production arise from this.

 

[lklundin]

Anyone thinking Tesla wont be making powerpacks and megapacks with the surplus cells it is producing from Nevada that won't be needed in Fremont simply because they aren't the cells Tesla traditionally used in those products has somehow not let the innovation-power of this company sink in over the years.............i.e. need to make Model 3 happen quickly? Build a tent. I am looking forward to the shock and awe from the 'analysts' at how well Tesla weathered this storm, and how quickly they innovated towards faster growth when the chips were down for all companies across the board in the automotive and the energy sectors. My forecast? 100% chance for a Wake-up call of biblical proportions just around the corner.

On the topic of surplus cells from GF1, it appears that February's GF3 production was done without _any_ Panasonic cells:
Twitter
- if so, these cells must presumably have been available for packs made in the USA.

Any thoughts on this?

 

[Artful Dodger]

Chinese are buying all your stocks you are selling right now and have been selling recently

Twitter | Chao Zhou @realChaoZhou

"Giga Shanghai has exceeded 91% recovery rate since March 6th, and surpassed the production capacity level before the Coronavirus outbreak."

$TSLA #GF3 #TESLA

11:22 AM EDT· Mar 19, 2020​

 

[Krugerrand]

I looked at the Twitter interaction with the Sherriff. After making his single unsolicited remark, he was inundated by TSLAQ and sympathizers accusing him of bribery and payoffs and various predictable stuff. The volume was substantial. I'm sure that most tweets were not from people within the county. In his defense, I think he was overwhelmed in a time of crisis.

He won’t make that mistake again.

 

[KarenRei]

Situation in Lombardy, link.

A lot of COVID-19 stuff is on-topic here where it directly impacts Tesla, like lockdowns interfering with production and delivery and the like... but individual country/region medical situation reports is IMHO a step too far.

 

[Singuy]

NYC Mayor Bill de Blasio is asking Elon Musk for Tesla-made ventilators as the city's hospitals face a shortage
Model V coming right up. LOL.

Most likely an impossible task before the vaccine or cure is out but hey if the FDA doesn't enforce their typical standards then maybe.

 

[LJS22]

NYC Mayor Bill de Blasio is asking Elon Musk for Tesla-made ventilators as the city's hospitals face a shortage
Model V coming right up. LOL.

Elon’s name carries a lot of weight. Obviously you can’t make ventilators appear out of thin air, but just his acknowledgement and word gives these places a lot of hope and inspires others to pitch in.

It’s good for all his companies that he is seen as the jack of all trades. The icing on the cake is if one of his medical suggestions goes into a vaccine haha

 

[dl003]

Most likely an impossible task before the vaccine or cure is out but hey if the FDA doesn't enforce their typical standards then maybe.

It will be almost criminally negligent for FDA to do anything short of fastlaning ventilators and vaccine trials

 

[powertoold]

Wouldn't Tesla making ventilators be like panicing making the situation worse?

I mean, there's a lot more to ventilators than just pumping air: software, error modes, self diagnostics, UI, training, etc.... Lol

 

[Singuy]

It will be almost criminally negligent for FDA to do anything short of fastlaning ventilators and vaccine trials

You can have medical equipment that can do more harm than good. So it's a risk the FDA and Tesla will have to take since most likely a validation will be skipped.

 

[LJS22]

It will be almost criminally negligent for FDA to do anything short of fastlaning ventilators and vaccine trials

To be fair to Elon he said “if there is a shortage” so it would be a very desperate situation to use Tesla/SpaceX ventilators, but again it’s just about Elon stepping into the arena that will inspire movement from the right places to get the help needed in time

 

[dl003]

You can have medical equipment that can do more harm than good. So it's a risk the FDA and Tesla will have to take since most likely a validation will be skipped.

No I mean do all the necessary QA. That by itself doesn't take long. It's the governmental paperwork and approval tiers that piss me off.