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

[ZeApelido]

Really funny comment in Rob’s Daily Podcast:

Elon goes to jail, makes his phone call to the Boring Company "Fire up the boring machine"

Elon is going to need a really big picture of Rita Hayworth.

 

[Jack6591]

I wrote to the Alameda supervisors on Saturday morning and to my surprise I got a response today. Sharing that and my response to their response for anyone interested:

Sent: Saturday, May 9, 2020 11:11 AM
To: District 1 Mailbox Supervisor Scott Haggerty <[email protected]>
Subject: Please proceed to Phase 2 now

Comments:

Clearly the threat of the healthcare system being overwhelmed is over. That was the reason to flatten the curve. Your insistence delaying Phase 2 is unreasonable. Please consider revising your guidelines immediately.


Wilson, Shawn, BOS Dist 1 <[email protected]>
8:34 AM (2 hours ago)

Hi Jack
The County Board of Supervisors do not "Revise" the Health Order. That is actually done by the Alameda County Health Officer Dr. Erica Pan. We continue to try and push for loosening of the restrictions to get all employees back to work but in some industries like construction we have been successful but in others such as "manufacturing" we have not. We will continue to push to get people back to work!


10:25 AM (17 minutes ago)

to Shawn,

Why thank you for your response! I wish you luck with your push to further loosen Alameda's restrictions but I think you should consider 'pushing' Dr. Pan out of her current role.

Do you really think it is wise to allow such important decisions to rest in the hands of one person? Governor Newsom and the State's team led by Tom Steyer have a great range of expertise and experience and they are following science to determine what is reasonably safe. You are contradicting them based on one person's opinion. If Alameda was some kind of hotspot for Covid spread it would be understandable to be stricter than the State but it is most certainly not. If your hospitals were stretched to the limit it would be justifiable but again, they are not.

I am a Tesla shareholder but more than that I am a devoted environmentalist. Tesla is not just the biggest manufacturer in California, they are doing the most of any company in the world to push the transition from a polluting a fossil fuel economy to a sustainable one. I am a Tesla shareholder because I want to be a part of furthering this essential transition. I think those concerned about the environment would have classified Tesla as an essential business from the start.

Most of all I am a proud Californian. I am proud to have what I consider the greatest company on earth headquartered right here in our state. Please do not let one person jeopardize this treasure of ours.

No reply is necessary. I appreciate having my voice heard and I hope considered.

Well said.

 

[TheGrimSweeper]

I am shocked the entirety of the decision to re-open is only with Dr. Pam. She must be feeling very lonely right now since everyone else seems to want it open.

 

[JRP3]

No you did not rewire your brain

That was a joke.

Could you tell me what your logical-thinking brain would do, given you have six weeks while burning half billion dollars per week?

I wouldn't have rage tweeted anything that Elon did. I would have lead with making a case that Tesla had experience in manufacturing in China under covid and knew how to protect worker safety. I would have repeatedly emphasized that worker safety was the most important important issue. I would have pointed out that manufacturing was as or more important than other sectors which were or about to start operating. I might even have said that the continued lock down by the county was irrational and that Tesla was going to start operations anyway. I just would have done it with less drama and better communications.

 

[bkp_duke]

Elon Musk Appoints Paint Operations Director To Oversee Fremont Production
Elon Musk just put a new person in charge of production at Tesla’s Fremont factory – TechCrunch

I love Tesla, but a strong argument can be made that the paint is the worst part of the cars . . . and it hasn't improved that much over the past 8 years.

Debatable whether this was the best move.

 

[TespaceX]

I am shocked the entirety of the decision to re-open is only with Dr. Pam. She must be feeling very lonely right now since everyone else seems to want it open.

Can’t say I envy her position.
Just like with any other person in a position of epidemiology and public health, they will always be criticized by one side or the other regardless of their decision.

 

[Todd Burch]

Elon Musk Appoints Paint Operations Director To Oversee Fremont Production
Elon Musk just put a new person in charge of production at Tesla’s Fremont factory – TechCrunch

I love Tesla, but a strong argument can be made that the paint is the worst part of the cars . . . and it hasn't improved that much over the past 8 years.

Debatable whether this was the best move.

I think that's due to California's regulations on automotive paint, however, and not necessarily some issue that Tesla has in particular. There's a reason other auto manufacturers don't have factories in California....and paint is probably one of them.

 

[JRP3]

Elon Musk Appoints Paint Operations Director To Oversee Fremont Production
Elon Musk just put a new person in charge of production at Tesla’s Fremont factory – TechCrunch

I love Tesla, but a strong argument can be made that the paint is the worst part of the cars . . . and it hasn't improved that much over the past 8 years.

Debatable whether this was the best move.

Seriously. The biggest issue Munro had with the new Y was the paint.

 

[bkp_duke]

I think that's due to California's regulations on automotive paint, however, and not necessarily some issue that Tesla has in particular. There's a reason other auto manufacturers don't have factories in California....and paint is probably one of them.

No, it's not. Toyota didn't have that problem when they shared this plant with GM.

 

[LN1_Casey]

Elon Musk Appoints Paint Operations Director To Oversee Fremont Production
Elon Musk just put a new person in charge of production at Tesla’s Fremont factory – TechCrunch

I love Tesla, but a strong argument can be made that the paint is the worst part of the cars . . . and it hasn't improved that much over the past 8 years.

Debatable whether this was the best move.

From what I gather, the plant's built in paint shop is pretty bad. Decades of dust, poorly laid out, and crowded.

You never know, maybe the paint would be far worse and even more of a bottle neck then what we have right now with out this guy!

 

[JRP3]

I think that's due to California's regulations on automotive paint, however, and not necessarily some issue that Tesla has in particular. There's a reason other auto manufacturers don't have factories in California....and paint is probably one of them.

I don't think regulations have any effect on consistency. Tesla seems to have issues with QC on paint.

 

[StarFoxisDown!]

Elon Musk Appoints Paint Operations Director To Oversee Fremont Production
Elon Musk just put a new person in charge of production at Tesla’s Fremont factory – TechCrunch

I love Tesla, but a strong argument can be made that the paint is the worst part of the cars . . . and it hasn't improved that much over the past 8 years.

Debatable whether this was the best move.

It's not debate because Tesla and Elon haven infinitely more insight into how this person performed in their role than any of us here do. Maybe the paint department would have been an absolute disaster without this person? Or the paint department capacity could have seriously capped Tesla’s production if it hadn't been for this person.

Point being, there's nothing to comment on here.

 

[bkp_duke]

From what I gather, the plant's built in paint shop is pretty bad. Decades of dust, poorly laid out, and crowded.

You never know, maybe the paint would be far worse and even more of a bottle neck then what we have right now with out this guy!

If true, one more reason to abandon Freemont and move into a new facility.


If I were Musk, I would open two new GFs in the US (in tax friendly states). I would put Cybertruk in one, and Model 3/Y in the other. Build out a world-class paint shop for the one with the 3/Y. No paint is needed on the Cybertruk, so problem solved there.

Then I would leave low-volume production for the X and S in Freemont.

 

[bkp_duke]

It's not debate because Tesla and Elon haven infinitely more insight into how this person performed in their role than any of us here do. Maybe the paint department would have been an absolute disaster without this person? Or the paint department capacity could have seriously capped Tesla’s production if it hadn't been for this person.

Point being, there's nothing to comment on here.

Wrong thread if you are looking for "no debate".

 

[Todd Burch]

No, it's not. Toyota didn't have that problem when they shared this plant with GM.

Just passing along what I've heard. Do you know that the same regulations applied to them? That was well over 10 years ago. They might have been grandfathered in, etc.

 

[StealthP3D]

Except for the people who have plainly stated they will now never buy one.

Is that the same as all the teenage daughters who told their mothers they will never speak to them again?

I think so. A conniption fit.

Or maybe it's closer to all those who have told their partners they will never have sex with anyone else again?

I think so. But the product is too desirable to resist.

But the rest of those people who are now claiming they will never buy a Tesla are either just trying to smear Tesla or they know they can't afford a new car anyway (and used ones sell for almost as much) and now they have a good reason to stop wanting something they were not going to buy to begin with.

 

[StarFoxisDown!]

Wrong thread if you are looking for "no debate".

Lol OK. Apparently anyone's opinion on a forum has as much weight as the people running the factory. . If people decide to "debate" the topic of that article then I'll gladly ignore.

 

[Todd Burch]

I don't think regulations have any effect on consistency. Tesla seems to have issues with QC on paint.

Biggest issue with Tesla paint I think is resilience (resistance to wear, chipping, etc.) & not consistency. Resilience would be affected significantly by the chemicals allowed to be used in the mixes.

 

[samppa]

No, it's not. Toyota didn't have that problem when they shared this plant with GM.

You sure regulations from 1984-2010 were the same as today?

 

[bkp_duke]

You sure regulations from 1984-2010 were the same as today?

Don't know, why don't you look it up instead of assuming.