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

[viridi]

Shorts and MMs having their way, as they usually do, on a relatively light volume day.

General Motors EV Day presentation is live now:

General Motors EV Day | General Motors Company

I am listening - makes me want to back up the truck and buy more TSLA stock.

 

[azaz]

GM plans are decent but still not nearly enough cell production lined up.

everyone sails to where Tesla is now but in 3 years when GMs plans are realized Tesla will be much farther along

 

[NicoV]

Still 5-8 weeks in Canada. Could be change in delivery priority.

And may 2020 for any 3/S/X in Belgium.

 

[j6Lpi429@3j]

"Each module showcases our leadership in EVS" - LOL, the hits keep on coming, but this guy said he was super-excited and tried to awkwardly pump both hands, so i guess we should buy GM stock?

 

[KarenRei]

GM plans are decent but still not nearly enough cell production lined up.

everyone sails to where Tesla is now but in 3 years when GMs plans are realized Tesla will be much farther along

They always do this (aiming at where Tesla is, rather than where it will be when their products come out). You can count them doing this, as surely as the sun rises in the east**.

** With caveats depending on where you are and what time of year it is. Here in the summer, the sun rises and sets in the north, while in the winter it "rises" and sets in the south).

 

[ruralectric]

Nothing like a GM EV presentation for a lil bump in TSLA sp.

 

[canoemore]

After 5 minutes of this GM thing if I hear anyone criticize Elon's presentation style I'm going to loose my mind.

Edit: Well, lose my mind, not loose it. See? It's already on its way out.

 

[LJS22]

Funny how we are getting electric car presentations from these companies after Tesla’s market cap went through the roof

 

[ruralectric]

Nothing like a GM EV presentation for a lil bump in TSLA sp.

GREEN

 

[StealthP3D]

"we intend to remain the industry leader" -lol wut? just heard at the EV day of GM. Do they actually think thats true?

GM believes in being an "aspirational" company.

They aspire to be what they are not.

 

[M|S|W]

GM trying to save a face before Tesla battery day

 

[jerryfan2000]

I used to work at GM's infotainment software in Toronto. Its a retirement center. Their old Detroit car maker DNA will never make their effort to shift to smart car business successful unless they bankrupt and restart again with a new DNA.

 

[wipster]

5-8 weeks? I see 6-12 weeks for Canada. Either way... Q2.

View attachment 517904

Mexico - also North America - is out to June:

View attachment 517906

Only 4 weeks left this quarter. Only the US can make new custom orders.

I may have missed it Karen, but do you have yours yet?

Edit: not sarcastic, just curious...

 

[Nocturnal]

So GM is only planning on 30 gigawatts of battery production? Did I heart that right? Giga 1 had planned on over a 100 before it started right?

"digitally program the battery" Now, I'm not a programmer, but...can you really program something analog style? Is that punch cards?

I used to work at GM's infotainment software in Toronto. Its a retirement center. Their old Detroit car maker DNA will never make their effort to shift to smart car successful unless they bankrupt and restart again with a new DNA.

I can imagine. How many brilliant programmers want to leave college and go to work for friggin GM? ​

 

[wipster]

GREEN

Somebody took some Tesliagra!

 

[ruralectric]

A battery plant 30 football feilds long (or something like that)?
Honestly, I hope they do it. But Geezus. Talk about coming to the table kickin n screamin.

 

[avoigt]

I used to work at GM's infotainment software in Toronto. Its a retirement center. Their old Detroit car maker DNA will never make their effort to shift to smart car successful unless they bankrupt and restart again with a new DNA.

The biggest underestimated issues with all of those announcements is that you need an organization with a DNA for SW and BEVs.

Without you will always have the disappointing gap we seen so far between concepts and presentations versus reality.

 

[StealthP3D]

Funny how we are getting electric car presentations from these companies after Tesla’s market cap went through the roof

Yeah, I think the cat is out of the bag now. GM figures it would be impossible to put it back in.

 

[Nocturnal]

The presentation seems to be all fluff/goals, and not much concrete.

A battery plant 30 football feilds long (or something like that)?
Honestly, I hope they do it. But Geezus. Talk about coming to the table kickin n screamin.

Yeah but they said 30gigawatts.

Also GM will be selling cars with 600 miles of range, apparently. Jeez guys, why not just ask for 1 billion miles of range.

There are still many new grads from top universities joining. But GM quickly turn them into retirement mode.

I can appreciate that. I got a gig as a direct contractor for a client a few years ago and it's definitely done that to me somewhat. ​

 

[jerryfan2000]

So GM is only planning on 30 gigawatts of battery production? Did I heart that right? Giga 1 had planned on over a 100 before it started right?

"digitally program the battery" Now, I'm not a programmer, but...can you really program something analog style? Is that punch cards?

I can imagine. How many brilliant programmers want to leave college and go to work for friggin GM? ​

There are still many new grads from top universities joining. But GM quickly turn them into retirement mode.