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

[wtlloyd]

Former secretary of labor falsely accused Tesla for risking public health:

Robert Reich on Twitter

Not trying to side track to politics but this is my main frustration with some left leaning groups.

I used to make political contribution and compaigned for Bernie and MoveOn (Reich's org) but stopped two years ago because they used the same tactics from Trump spreading too many FUDs.

This guy has tenure in Berkeley and would never lost his job from whatever comment he made due to 1st amandament. He would never experience the taste of unemployment. How irony.

Robert Reich is a good guy. Nobody bats a thousand.

 

[Prunesquallor]

Oh sorry, I meant to reopen from the Covid shutdown which was done in China and Nevada.
"Tesla has started the process of resuming operations" sounded slow. Maybe that was intentional, or padding for supplier hiccups maybe.

Ah, cool. Removed post to de-clutter

 

[SOULPEDL]

Ah, cool. Removed post to de-clutter

I thought it was interesting actually.

 

[Singuy]

So from where I am standing, Tesla has resumed and continues to do so irregardless of approval from that blog post?

 

[Oil4AsphaultOnly]

They obviously had that lawsuit prepared beforehand in case they needed it. No way that was just done today

You don't seem to understand how Elon works. He hires exceptional people, and does not hem and haw. This method might lead to mistakes, which is why SpaceX's philosophy is that "if you're not making mistakes, then you aren't trying hard enough" (or something like that alluding to failing quickly as a modis operandi), but it gets work done quickly.

A few hours to write the 1.5 pages of the lawsuit (out of the 18 pages, most are boilerplate legalese) should be a piece of cake.

 

[AZRI11]

Robert Reich is a good guy. Nobody bats a thousand.

If he was a baseball player Bill Veeck would sign him

 

[CyberDutchie]

I was scrolling through this doc and got to the picture of the truck. I've been staring for 5 minutes now. I can't believe, barring any even worse unforeseen events, I'm going to own one of these things. It's spectacular.

https://www.tesla.com/sites/default/files/blog_attachments/Tesla-Return-to-Work-Playbook.pdf

Again a brilliant marketing move to insert a number of beautiful product shots in the playbook. And, to publish this playbook for everyone to see.

 

[SMAlset]

Let's face it Californians, Fremont has really no more room to grow so future projects were going to have to go elsewhere. I don't see the plant closing up anytime soon and losing that production capability. Covid has been bad enough. Anyway someone mentioned about the stamping press being left over there from the NUMMI days. I thought when we did a tour hearing it had been brought in and took quite the effort to move and assemble it. Anyone know it's history?

I was quite impressed by the Back to Work Playbook. Apparently Alameda Health wasn't if they saw it which I'm guessing they did.

 

[FrankSG]

Tesla just Tweeted this...

Getting Back to Work

"Tesla is the last major carmaker remaining in California, and the largest manufacturing employer in the State with more than 10,000 employees at our Fremont factory and 20,000 statewide. We understand the impacts COVID-19 has caused and have a responsibility to look out for the livelihoods and safety of our personnel, many of whom rely on us and have been out of work for weeks due to the impacts of shelter-in-place orders.

Given the Governor’s recent guidance, which is supported by science and credible health data, the state and federal government’s classification of vehicle manufacturing as national critical infrastructure, and our robust safety plan, Tesla has started the process of resuming operations. Our employees are excited to get back to work, and we’re doing so with their health and safety in mind.

What We’re Doing
Our restart plan is the result of months of careful planning and preparation. It was modeled after the comprehensive return to work plan we established at our Shanghai Gigafactory, which has seen smooth and healthy operations for the last three months.

We are taking the time we need to get our personnel properly trained before they begin work and all employees must complete an online video training before returning to work at any Tesla facility. We have a thorough return-to-work plan for all locations. A cross-functional response team, including an in-house physician, has been working daily to establish health and safety guidelines based on location- and job-specific risk assessments, and we are continuously reviewing our processes to ensure they work for our employees in this new environment.

Back in March, we conducted risk assessments at each site, looking at how and where people work, how they interact, and what measures are needed to meet safety standards. In some cases, we have added partitions or barriers to separate work areas and minimized employee interactions by positioning parts closer to where that task is completed on the line. We are also requiring additional personal protective equipment, along with rigorous cleaning and disinfecting protocols.

Our Return to Work playbook details the comprehensive safety measures we have introduced to ensure employee safety.

Why We’re Restarting
Tesla is not an outlier, nor are we going against the grain. From the State’s very first shelter-in-place order, national critical infrastructure, including vehicle manufacturing like Tesla’s Fremont factory, was considered vital and given permission to continue operating. The Governor repeated this direction this week when he made clear manufacturing should resume.

In addition, at least three neighboring counties in the same situation have already restarted their economies including manufacturing, including Solano, Napa, and San Joaquin Counties. Meanwhile, Alameda county, where our factory resides, and Santa Clara County next door, have stated in their return to work order FAQs that the manufacturing of distributed energy resources (which is defined in state law to include electric vehicles, solar and battery storage) is permitted to resume.

How We’ve Worked with the County
Contrary to the Governor’s recent guidance and support from the City of Fremont, Alameda County is insisting we should not resume operations. This is not for lack of trying or transparency since we have met with and collaborated on our restart plans with the Alameda County Health Care Services Agency. Unfortunately, the County Public Health Officer who is making these decisions has not returned our calls or emails.

The list below is just some of the information we’ve shared with city and county officials:

1. Detailed health and safety restart plan with checklist and photos
2. Employee health and safety guidelines
3. Risk assessment process, including what we’ve done throughout the factory
4. Risk assessment improvements, including how we’ve identified and addressed high/medium/low risks
5. Temperature screening protocol plus a commitment to add temperature screening when we resume long-distance shuttle routes
6. Revised Fremont production restart plan
7. Factory layout with square footage to illustrate on how people are spread out across our 6 million square foot facility
8. Break room capacities (reduced for social distancing) and numbers of people in each room based on work area

We will continue to put people back to work in a safe and responsible manner. However, the County’s position left us no choice but to take legal action to ensure that Tesla and its employees can get back to work. We filed a lawsuit on May 9 asking the court to invalidate the County Orders, to the extent the County claims they prevent Tesla from resuming operations."

who the hell is this “heatlh official” and who’s payroll are they on?

Agree. It really sounds like Tesla is being singled out for some reason. It makes me kinda suspicious that this "interim health officer" has been brainwashed/compromised by TSLAQ and is doing their evil bidding.

The blog post seems to indicate other manufacturing has been allowed to return back to normal in accordance with guidelines, and in spite of Tesla doing a TON in order to ensure employee safety, for some weird reason they're being singled out and not allowed to resume operations. What other reason could there be?

 

[TSLAopt]

Agree. It really sounds like Tesla is being singled out for some reason. It makes me kinda suspicious that this "interim health officer" has been brainwashed/compromised by TSLAQ and is doing their evil bidding.

The blog post seems to indicate other manufacturing has been allowed to return back to normal in accordance with guidelines, and in spite of Tesla doing a TON in order to ensure employee safety, for some weird reason they're being singled out and not allowed to resume operations. What other reason could there be?

This is what I’ve been saying all along too

Shine a bright light and make her accountable

 

[Prunesquallor]

https://twitter.com/elonmusk/status/1259344535991140352?s=21

Because, you know, nothing much else is going on today...

Elon Musk on Twitter

 

[PeterJA]

Former secretary of labor falsely accused Tesla for risking public health:

Robert Reich on Twitter

Not trying to side track to politics but this is my main frustration with some left leaning groups.

I used to make political contribution and compaigned for Bernie and MoveOn (Reich's org) but stopped two years ago because they used the same tactics from Trump spreading too many FUDs.

This guy has tenure in Berkeley and would never lost his job from whatever comment he made due to 1st amandament. He would never experience the taste of unemployment. How irony.

I am shocked by this tweet from Reich. I have never seen anything so ignorant from him before, and I've seen a lot of his work and generally agreed. Maybe he was duped by FUD in the WashPost article he tweeted (which I can't access), or was hacked, or had a stroke, or was replaced by an alien body-snatcher.

 

[Big Dog]

Agree. It really sounds like Tesla is being singled out for some reason. It makes me kinda suspicious that this "interim health officer" has been brainwashed/compromised by TSLAQ and is doing their evil bidding.

The blog post seems to indicate other manufacturing has been allowed to return back to normal in accordance with guidelines, and in spite of Tesla doing a TON in order to ensure employee safety, for some weird reason they're being singled out and not allowed to resume operations. What other reason could there be?

Don't read the blog, read the Governor's order. It excluded auto manufacturing. The only manufacturing being allowed is that which supports the retail stores that were allowed to open with curbside pickup.

 

[Big Dog]

I am shocked by this tweet from Reich. I have never seen anything so ignorant from him before, and I've seen a lot of his work and generally agreed. Maybe he was duped by FUD in the WashPost article he tweeted (which I can't access), or was hacked, or had a stroke, or was replaced by an alien body-snatcher.

I was a fan when he was in the Obama Cabinet, but Reich has become a hack in the last few years. I've often wondered if he is just saying outlandish (ignorant) stuff to get some press.

 

[powertoold]

Don't read the blog, read the Governor's order. It excluded auto manufacturing. The only manufacturing being allowed is that which supports the retail stores that were allowed to open with curbside pickup.

I think we should be questioning the big picture here. Who gets to decide what using what power? So if the governor says no one can open until 2022, that's fine as well? I don't know. This whole situation seems fishy from a government power pov.

 

[Prunesquallor]

I am shocked by this tweet from Reich. I have never seen anything so ignorant from him before, and I've seen a lot of his work and generally agreed. Maybe he was duped by FUD in the WashPost article he tweeted (which I can't access), or was hacked, or had a stroke, or was replaced by an alien body-snatcher.

Here's the story. Nothing too FUDdy.

https://www.washingtonpost.com/technology/2020/05/09/elon-musk-tesla-threat/

 

[Jack6591]

Tesla is a hoot. For the better part of a decade Tesla has had my curiosity by the throat. From time to time I’ve pondered Tesla’s maturity, imagined Tesla becoming boring. Elon never fails to capture the world’s attention.

I can’t wait for Monday. Never a dull moment. Give ‘em hell Elon.

 

[Big Dog]

I think we should be questioning the big picture here. Who gets to decide what using what power? So if the governor says no one can open until 2022, that's fine as well? I don't know. This whole situation seems fishy from a government power pov.

States have great power to curb individual rights during a pandemic. But they have to be reasonable to the pandemic. The courts will ultimately decide. But, highly unlikely Elon will win this case. No local District Court judge is gonna over-rule the local health officer.

 

[MP3Mike]

Don't read the blog, read the Governor's order. It excluded auto manufacturing. The only manufacturing being allowed is that which supports the retail stores that were allowed to open with curbside pickup.

Really? How so?

The federal government has identified 16 critical infrastructure sectors whose assets, systems, and networks, whether physical or virtual, are considered so vital to the United States that their incapacitation or
destruction would have a debilitating effect on security, economic security, public health or safety, or any combination thereof. I order that Californians working in these 16 critical infrastructure sectors may continue their work because of the importance of these sectors to Californians’ health and well-being.

What are those 16 sectors? Identifying Critical Infrastructure During COVID-19 | CISA

Chemical Sector
Commercial Facilities Sector
Communications Sector
Critical Manufacturing Sector
Dams Sector
Defense Industrial Base Sector
Emergency Services Sector
Energy Sector
Financial Services Sector
Food and Agriculture Sector
Government Facilities Sector
Healthcare and Public Health Sector
Information Technology Sector
Nuclear Reactors, Materials, and Waste Sector
Transportation Systems Sector
Water and Wastewater Systems Sector

Hmm, what is that critical manufacturing sector?

The Critical Manufacturing Sector identified several industries to serve as the core of the sector:

• Primary Metals Manufacturing
  • Iron and Steel Mills and Ferro Alloy Manufacturing
  • Alumina and Aluminum Production and Processing
  • Nonferrous Metal Production and Processing
• Machinery Manufacturing
  • Engine and Turbine Manufacturing
  • Power Transmission Equipment Manufacturing
  • Earth Moving, Mining, Agricultural, and Construction Equipment Manufacturing
• Electrical Equipment, Appliance, and Component Manufacturing
  • Electric Motor Manufacturing
  • Transformer Manufacturing
  • Generator Manufacturing
• Transportation Equipment Manufacturing
  • Vehicles and Commercial Ships Manufacturing
  • Aerospace Products and Parts Manufacturing
  • Locomotives, Railroad and Transit Cars, and Rail Track Equipment Manufacturing

That seems to include Tesla, doesn't it?

 

[StealthP3D]

You don't seem to understand how Elon works. He hires exceptional people, and does not hem and haw. This method might lead to mistakes, which is why SpaceX's philosophy is that "if you're not making mistakes, then you aren't trying hard enough" (or something like that alluding to failing quickly as a modis operandi), but it gets work done quickly.

A few hours to write the 1.5 pages of the lawsuit (out of the 18 pages, most are boilerplate legalese) should be a piece of cake.

While I agree Elon's legal people probably work more quickly than most lawyers, there is simply no way to write a lawsuit like that so quickly. This has been in the works for a long time. There's a lot more to it than the final product you and I are looking at.