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

[Unpilot]

Tesla temporarily freezes store closures and layoffs in chaotic sales strategy change

Friends don't let friends read electrec....bada bing...be here all week.

 

[StarFoxisDown!]

Tesla temporarily freezes store closures and layoffs in chaotic sales strategy change

Pretty sure nowadays Fred's source is in fact TMC forums. About an hour you posted the original link that came from shortsville, it magically showed up on Electrek with Fred claiming his "sources" told him.......just long enough for Fred to contact the author of the original article to get more details(ahem lies).

Freds money ticket is anything remotely connected to Tesla. His journalism/reporting when it comes to the actual EV movement is embarrassing

 

[skitown]

Friends don't let friends read electrec....bada bing...be here all week.

OT

Agreed. Used to be my #1 read. Had to quit cold turkey when Fred started abusing his platform (IMO) to ask for a refund.

 

[anthonyj]

Pretty sure nowadays Fred's source is in fact TMC forums. About an hour you posted the original link that came from shortsville, it magically showed up on Electrek with Fred claiming his "sources" told him.......just long enough for Fred to contact the author of the original article to get more details(ahem lies).

Freds money ticket is anything remotely connected to Tesla. His journalism/reporting when it comes to the actual EV movement is embarrassing

You’re probably right. But when I posted the sketchy Chinese site stating that Tesla’s were blocked from selling in China due to labeling, everyone said it was bogus. And then it turned out true. Sometimes the shorts have good info (at least the rational ones that I follow)

 

[1101011]

OT

Agreed. Used to be my #1 read. Had to quit cold turkey when Fred started abusing his platform (IMO) to ask for a refund.

Agreed. Erased my bookmark...

 

[Remus]

Lol at the downvotes. Just cuz the echo chamber thinks Elon is god...doesn't mean Tesla is well managed. Elon's an engineer, not a manager. He actually sucks, yes, sucks at managing. Probably Tesla's greatest weakness. Just look at the S&$-_+ show with the store closings announced with model 3 $35k and now they're backpedaling that.

I guess you never even know how many back peddling happen in companies like Google and Microsoft. Remember Google's Motorola acquisition? Componentized phone? Google glass? The sugar show called Nest? How many im and chat apps Google developed for Android? How many of them survived? Do you know how many times they killed their cloud offering and started over?

Please, don't mind those. Just concentrate on Tesla's problem magnified by its enemies.

 

[Sparky]

Lol at the downvotes. Just cuz the echo chamber thinks Elon is god...doesn't mean Tesla is well managed. Elon's an engineer, not a manager. He actually sucks, yes, sucks at managing. Probably Tesla's greatest weakness. Just look at the S&$-_+ show with the store closings announced with model 3 $35k and now they're backpedaling that.

I will just quote long time TSLA shortseller, Citron's Andrew Left:

Before you go on twitter to criticize and before you have your Friday night meal with you family and tell them you had a busy week, ask yourself this... Since Monday, Elon has: •Negotiated $500 mil for the first wholly foreign owned auto plant in China•Got support of the City of Las Vegas to build an underground tunnel•Launched and landed the first vessel capable of carrying US astronauts in a decade. What have you done?????

 

[omarsultan]

My bet for an S/X refresh:

• Even longer range
• Heads up display
• Model 3 style dash and landscape touchscreen

HUD would be a nice differentiator for the S/X if they goto the single screen.

 

[Remus]

Lol at the downvotes. Just cuz the echo chamber thinks Elon is god...doesn't mean Tesla is well managed. Elon's an engineer, not a manager. He actually sucks, yes, sucks at managing. Probably Tesla's greatest weakness. Just look at the S&$-_+ show with the store closings announced with model 3 $35k and now they're backpedaling that.

And I am not so sure about your standard, is Apple a "better managed company?" Do you have any idea how many times they cancelled and reestablished the efforts, to build a car, and cancelled again?

The home pod, previous known as the Siri speaker, requiring cooperation from Apples key departments. The plan to produce something like that has been put into motion and cancelled multiple times.

If you take a magnifying glass and look at every company, might as well keep your money in CDs and never buy any stock

 

[KarenRei]

While the video gets the basics correct their conclusions about the use of ultracaps in EV's is completely flawed. Caps are not needed for the Roadster to achieve it's acceleration numbers nor do they make any sense for passenger EV's. There may be applications in heavy vehicles with a lot of stop and go driving, such as buses, but probably not in long range trucking.

Jack Rickard has a great rant about ultracapacitors... with experience. At one point he actually turned an EV into a hybrid li-ion / ultracapcitor vehicle. The ultracapacitors, with only a small amount of energy capacity, cost well more than the entire EV's battery pack. And the net result? The car went slower.

Ultracapacitors are just a gigantic "NO". They have no role in modern EVs, except potentially in a drive unit's power electronics. If you want more power... you just use more power-dense li-ion cells. They make far more sense than ultracapacitors.

 

[SO16]

I guess you never even know how many back peddling happen in companies like Google and Microsoft. Remember Google's Motorola acquisition? Componentized phone? Google glass? The sugar show called Nest? How many im and chat apps Google developed for Android? How many of them survived? Do you know how many times they killed their cloud offering and started over?

Please, don't mind those. Just concentrate on Tesla's problem magnified by its enemies.

And with all of those examples, those companies took way too LONG to change their strategy. If Tesla sees a problem, the sooner they react, the better.

 

[Sparky]

HUD would be a nice differentiator for the S/X if they goto the single screen.

I have to admit, I'm no longer interested in HUD. After driving the Model 3 and the X with the latest AP, HUD seems like it would insist on distracting me to look at things the car should be worrying about.

 

[Nuclear Fusion]

I am eagerly awaiting the next gen S, but I think it's going to be a while.

How long until there is enough pack production with 2170 cells to cover all cars (S3X)?
Surely the S & X will get the 2170 cells before the Y

 

[EVNow]

Lol at the downvotes. Just cuz the echo chamber thinks Elon is god...doesn't mean Tesla is well managed. Elon's an engineer, not a manager. He actually sucks, yes, sucks at managing. Probably Tesla's greatest weakness. Just look at the S&$-_+ show with the store closings announced with model 3 $35k and now they're backpedaling that.

So, who is a great manager - according to you ?

First question is how do you make decisions. Do you want for all the information - because that will not happen. Its better to try things fast and fail (or so the new idea goes). I don't know how EM makes decisions - I don't think it is by just instinct. He has talked about going back to first principles and trying to solve problems. This isn't a bad approach.

I think universally everyone agrees - when you take decisions, you are going to make mistakes. Happens to everyone. The question is - if you are a god manager / leader - what you should do. You should acknowledge the mistake and correct it. I think EM does that quite fast. Professional "managers" in any of these big companies (Google, Apple, Microsoft … you name it) will not accept the mistake fast and will take forever to change course. This is because the managers who accept mistakes gets thrown away - that show the politics works.

 

[JRP3]

if you are a god manager

It's a cult!

 

[MarcusMaximus]

Lol at the downvotes. Just cuz the echo chamber thinks Elon is god...doesn't mean Tesla is well managed. Elon's an engineer, not a manager. He actually sucks, yes, sucks at managing. Probably Tesla's greatest weakness. Just look at the S&$-_+ show with the store closings announced with model 3 $35k and now they're backpedaling that.

Right, because if you think Elon is doing a good job, you’re clearly just in an echo chamber. He only started the first successful car manufacturer in a century, clearly has no idea what he’s doing.

 

[madodel]

I will just quote long time TSLA shortseller, Citron's Andrew Left:

The best thing that could happen for the tailpipe suckers and short scum is for Elon to be removed from control. They want to kill EVs again and he is the only thing standing in their way. We longs win only if Elon wins.

 

[skitown]

Right, because if you think Elon is doing a good job, you’re clearly just in an echo chamber. He only started the first successful car manufacturer in a century, clearly has no idea what he’s doing.

OT

And then there's that other company of his that's clearly lost its way. /s

SpaceX on Twitter

 

[Artful Dodger]

Caps could be used to buffer Regen braking due to their better operating temperature range. Would provide year-round consistent Regen braking levels.

Enough caps in the pack for one full regen brake at ~n speed.

Nope, can't work. Supercapacitors have a nearly linear voltage curve from 100% SOC to 0%. Lithium ion batteries have a nearly flat voltage curve for the greater part of their discharge curve. So that means only a tiny portion the Supercap's (already meager) stored energy can be used to buffer the lithium cells. From an engineering perspective, the weight, space, and cost are ALWAYS better spent simply on a bigger lithium battery.

Jack Rickard spent $10,000 on a homemade prototype with Maxwell caps as a boost pack for a lithium battery. It weighed more and performed worse than the plain battery of equal weight, but cost much more.

Finally, the cell cycle life and storage degradation rate of the ultracaps can NEVER match the rate of the lithium battery its paired with, further complicating the task of trying to combine their performance specs in any useful way.

TL;dr Ultracaps don't play well with lithium batteries.

 

[Curt Renz]

CNBC - Monday: