TheTalkingMule
Distributed Energy Enthusiast
I'm seeing the 200MA as $589 which is pretty much where we closed today, no?
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I've been reading wiki on this Dilemma, it's so clear now thanks. So the dilemma is with the Incumbent Engineer trying to squeeze innovation out of existing technology were there is little to be gain on top of the S-Curve.I think the disruption from this point forward will happen from within.
"innovator's Dilemma" spares no one.
But why can't a company, with cash, recognize this dilemma and set aside money and time, separate budgets, NRE type stuff? Sure it bites into their margins, but can't they sell that alternative as the only way out? Set a 5 yr horizon with small wins along the way?
Or are the incumbent shareholders just shallow because they don't believe there is an issue at hand? Plus, I don't know how many times someone in their early 60's or higher would say to me "Who cares, I won't be around for this whole mess anyway." So maybe the some of the larger more elderly investors just prefer to ride it out.
Wonder how much they’re keeping at Fremont on purpose for the June 3rd delivery event. I would assume they’re probably going to ask hundreds of model s reservation holders in the Bay Area to pick up their S from Fremont?
gabeincal
Active Member
Lots of cases reported recently of tesla.com login not being available (like right now for me):
Perhaps setting up the site for FSD subscription in preparation for the Jun 3 delivery event in Fremont?
Perhaps setting up the site for FSD subscription in preparation for the Jun 3 delivery event in Fremont?
Because she says things over, and over, and over, and over again.
I also wonder if they’re going to time V9 FSD, V11 OS update, and S deliveries all for June 3rd. Remember the new S/X use an updated software version for some of the stalk less driving features and we had that video of the software that was noticeably different with the buttons on the screen to turn on the auto direction feature
They already sold some BTC earlier this quarter when the price was a lot higher. I don't recall the timing or the amount of gain, but I expect it was more than $60M.
Google "The innovators Solution" - which is Clayton Christensen's follow up.
The Accountant
Active Member
I had the benefit of taking a one day course with Clayton Christensen (the professor behind the Innovator's Dilemma) several years ago.
The main issue is that the company's existing business is such a large Cash Cow, that a new innovation (even if the company itself introduces it) will kill the company.
Blockbuster Entertainment had tremendous cash flow as each video tape/cd is re-rented 20-30 times (they had about 4,000 stores throughout North America). Early on, they had the opportunity to launch a Netflix type model but the analysis showed that the cash flow from a digital offering would take time and it would kill the in-store cash flow quickly......so they delayed and delayed until a small player (Netflix) proved the model could work and by that time it was too late for Blockbuster. Sound familiar?
ByeByeJohnny
Active Member
And then there will be another meltdown of Twitter. Cause Elons supposed to have diamond hands.
asburgers
Sell order in at $8008.5
Wasn't there supposed to be an AI day coming up as well?
ChefBoyardee
Member
Yeah it's at 589. We got pretty close to it near the end of the day before pulling back a bit, but I'm not really considering that a test yet. Should be interesting to see if we can break through that tomorrow though
No. I think they have to provide much more notice than that. (At least a month?)
ByeByeJohnny
Active Member
In 2019 it was held June 11 and announced at least on May 1. So it not being announced yet probably indicates they are trying to have it non-virtual a bit later.
2020 of course was moved several times and finally held in September..
The big debate within the Disruptive Innovation community (for lack of a better term) with EVs is whether or not they are a 'disruptive' innovation (which would mean a major threat to auto incumbents) or a 'sustaining' innovation (which would mean most Auto incumbents will easily survive the transition to EVs).
I think it is actually a good debate, with good arguments on both sides - but perhaps is too broad for a singular discussion, in that there are many parts of the auto industry being disrupted, while others are seeing minimal disruption and so can rightly treat it as a sustaining innovation.
Also, I think the shortage of battery supply is warping the discussion, and the debate may become very different when there is ample battery supply later in the decade.
The Accountant
Active Member
Really difficult to say. My gut tells me that we won't see it in Q2 but I think there is still a possibility for this year.
Knightshade
Well-Known Member
No side mirrors has been legal in Japan for like 5 years now. Still illegal in the US.
Ya think? I was just talking about the last one...
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