StealthP3D
Well-Known Member
Steve Jobs was an amazing businessman. One of the best. But even his reputation (which has grown since his death) doesn't hold a candle to Elon Musk.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
And he sure plays a mean pinball...
Tesla can afford to Osborne itself with its year-long wait times for new orders. Might even be a smart move to prevent lots of huge price adjustments.
But why would they? Yes, right now, demand is far outstripping supply but to assume that will continue, even for the medium term, would be an unwise business decision.
Considering this the investors forum and thread and not the Tesla fanboi thread, I would think that we’d want them to make good business decisions.
Elon recently became richest man ever and he is scarcely 50. Jobs didn't even reach 1/10th Rockefeller impact level. Odds are good Elon will be responsible for putting the first man on Mars and being the founder of the first extraplanet human civilization. Jobs made a phone in China. A what? What made it smart exactly? Autocowreckt? We lived on one planet once mom?
More speculatively if the US collapses in revolution Elon would be a decent odds on favorite for the Napoleon role. Bio: napolelon(ho/he/ho). The flamethrowers are prepared. This is especially true if he wires his brain to the donated body of a younger human (its really quite justifiable now that I think about it).
Unless IntlProfessor says anything I assume he concurs.
"How do you spell 2 in Chinese?
When communicating in Chinese, it is sometimes useful to spell out the number 2 with words instead of simply writing 2.
Here we show you how to spell 2 in Chinese:
二"
It fits well into the Tesla trademark
dhanson865
Well-Known Member
I've been all in on Tesla stock since before then and I got that call wrong. Depreciation was a hard and fast rule my entire life, always cheaper to buy a used car 2 to 3 years later instead of grabbing the new car.
Man have I been hit across the face with Tesla pricing so many times since then.
Similar to how Tesla is trying to smooth the end of quarter delivery wave, they may want to smooth the Osborne wave. If Tesla announces the Model 0 immediately before launch, they may lose fewer total Model 3 reservations, but the cancellations will be more abrupt. Supply chain is a huge deal right now, and an early announcement gives Tesla more time to tweak supply chain forecasts based on a more gradual demand shift. An earlier announcement would also create more goodwill for customers. If there’s a very sudden drop in demand, Tesla could drop prices drastically, but that pisses off people who just bought at the higher price. Plus waiting a year for a car is not a great experience.
Also realize that the Model 0 will likely Osborne more ICE car sales than Tesla sales. This is in line with Tesla’s mission.
I agree. Model 3/Y haven't really had an "Osborne Effect" on Model S/X.
Tesla panned to build 20 Million EVs per year by 2030, before they saw how strong demand was.
I see Model 0/C as needing the following:- (My guesses)
- A final design, and a prototype.
- A factory to build it, with sufficient logistics and staging. (and minimal impact on other production and deliveries).
- LFP battery cells (IMO 4680 format)
- All other parts required.
- Casting machines (IMO 4000 series front and rear castings)
- A metal roof? (Seats on battery pack)
- Cloth seats?
- IMO HW4, as it should be cheaper.
Regardless of what the actual list of requirements is, as soon as they can be satisfied, Tesla will build it. Impact on Model 3 sales isn't even a consideration.
I would guess the Chinese team are handling most of this while Berlin and Austin are busy with Model Y and Cybertruck.
And that character has both a “T” and two “=“ symbols buried in it. Whoa.
Buckminster
Well-Known Member
I’ve been curious about the claim repeated here. What is our evidence that Tesla production workers are better paid than UAW, particularly relative to prevailing wage? I’m not talking about hand waving about options but something that stands up.
StealthP3D
Well-Known Member
It's not "hand-waving" to include all employee compensation. The options have intrinsic value when granted, even before the share price rises one dollar. But I do think the pay and compensation is no better at union shops even if one irrationally excludes that Tesla rewards their employees' efforts with the value they add to the company through stock options, If the compensation data is publicly available, and I doubt it is, I would like to see it but, from everything I've seen, it's a lot better working at Tesla. If it wasn't, they would unionize.
It's wrong for the government to treat companies differently based upon the decisions their employees make in their own best interest. The unions would love to get into Tesla but they can't even get enough votes to consider unionizing. The employees believe they are better off without a union. And I think it's pretty obvious the employees are correct.
Many of us are sort of counting on it...
As a European looking from the outside in at what's happening in the USA, I think that Tesla (and so are we) is suffering from the battle between two parties in the USA.
Of course the USA president knows very well that Tesla is leading, the man is not a fool. Nor are his advisors.
He knows Tesla is expanding like crazy and is important for the USA economy.
But in the battle between two parties he must get all the possible future votes he can get. So he is convinced he needs the unions.
The result is sending messages about EV's that are utterly incomprehensible.
As a TSLA shareholder I detest them, but to me the reason is obvious.
Just my reasoning, please do not let the above become the beginning of a discussion of politics in this thread, it is not meant for that.
Of course the USA president knows very well that Tesla is leading, the man is not a fool. Nor are his advisors.
He knows Tesla is expanding like crazy and is important for the USA economy.
But in the battle between two parties he must get all the possible future votes he can get. So he is convinced he needs the unions.
The result is sending messages about EV's that are utterly incomprehensible.
As a TSLA shareholder I detest them, but to me the reason is obvious.
Just my reasoning, please do not let the above become the beginning of a discussion of politics in this thread, it is not meant for that.
If you read the whole thread, even if options are sold with no appreciation, Tesla employees do at least 13% better. Comparative references to accommodate for geography are: MI==NV and TN==TX.
Andrew Jebasingh (@ajebasingh) Tweeted:
I decided to compare what factory workers make with GM+UAW, vs. Tesla. The results were shocking.
I looked at three comparable roles across both companies, and tried to keep cost of living out by selecting similar locations.
tldr: Tesla factory workers make 24% to 47% more. https://t.co/3jrxQD3sQG
I'd also add that whatever the US government decides in terms of subsidies will have almost zero bearing on Tesla, and maybe they know this too, but the not-very-big-three are likely to go out of business without this stealth bail-out
Innovation will win. People will vote with their $$$ for the best product, even if it costs more. And Tesla aren't exactly standing still
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