I think there’s a better chance of TWTR increasing by a higher percent in 3 years when it’s taken public again than I do TSLA. However, I prefer to invest in TSLA because I like the company itself.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I picked up a dark side to this clip about the jobs in the balance. Summon the UAW core spirit to fight back. That's all great, but what about Ford's projected margins when all those production numbers are attempted?
Hey, does anyone have a worker/unit ratio, to compare labor efficiency? Seems that would be the purest indicator toward their automation goals and cost targets.
Bill Gates and the truth were never very well acquainted. Not only is his history one of illegal business practices (Windows literally stole design idea from Apple in 1980s, lawsuits were launched about that, and then the Federal anti-trust lawsuits about Internet Explorer, etc.), but the guy dissembled so much under oath that he gave politicians a run for their money in that area.
thesmokingman
Active Member
And Apple stole it from Xerox.
To be fair though, he didn't even make DOS but bought it from someone who didn't know any better.
While I generally like your posts, this is not constructive.
What’s with the ad hominem attack? @Cosmacelf has offered many cogent and constructive posts. He deserves a respectful and thoughtful reply if any of us does.
Our time is valuable too. Perhaps you can articulate a rebuttal so we can see what you are talking about otherwise it just seems like defensive lashing out.
I’ve worked with Germans and I like them and respect them. I’ve been to Germany many times—Frankfurt in particular—and like it as a country. As with any country, it has contradictions which I‘ll refrain from pointing out other than to say that the carbon footprint of its automobile exports has always dimmed my respect for its environmental leadership.
The energy transformation is getting rocky and more challenging. None of us is likely to be able to tease apart the implications alone so it is the work of more than one person. Hence, it behooves us to offer constructive feedback with grace—especially as that feedback may itself be in need of modulation or correction.
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bkp_duke
Well-Known Member
Looking at the comments, this is NOT a well-received ad for Ford.
Free promotional for Tesla, however.
The "dig" that tesla sucks because Elon also does SpaceX is the stupidest. "Don't buy a Tesla! Their CEO is smart enough to launch and land rockets!".
EVNow
Well-Known Member
My source is me.
We have slightly better sources - crowd sourced, that indicate ~ 1 in 10 miles. BTW, you should log how many miles you are doing and how many disengagements / interventions of what type. Only then you get a good sense of "average disengagements". Many of us who follow this more seriously also record all our drives.
You can also participate in this crowd source effort.
Here is the result of the poll in this forum.
Poll : What is your disengagement rate with FSD Beta ?
What is your estimated disengagement rate with FSD Beta ? Include disengagements because of safety concerns as well as uncomfortable driving. But, do not include interventions like pressing the accelerator or changing speed limit.
teslamotorsclub.com
I would love GLJ to say 'the competition is coming: The Chery QQ Ice Cream will crush Tesla'
ZachF
Active Member
“Patriotic” lol
It is kinda funny to see them take swipes at the guy who has probably done more for the brand of “Made in the USA” than anyone in the last 50 years… especially companies like Ford who have been run by MBA types leading the charge to hollow out American industry.
Also, Ford makes ~1.6m cars in the US, that will be matched by Fremont and Austin alone late next year.
Lest anyone think I am condoning, let alone augmenting, the off-topic and politically divisive discussion regarding any U.S. administration's role re Germany and Russian oil because I most adamantly am not, another side-thread emerged within these posts that is worth investigating, as italicized above:
1. Two posters referred to this point of French obstreperousness.
2. @ZeApelido (or if it was another, I apologize..{to @ZachF - courtesy of @Tim S} ) posited several days ago his opinion that Nashville and Spain ought be the next sites for Tesla automotive Gigafactories. Nashville generated a lot of responses, mostly lamentably off-topic, but Spain got not a peep.
3. Most importantly, yesterday Herbert Diess revealed that VW was embarking on a full, vertically-oriented EV plant in Spain, to the tune of a €10 billion investment.
This thread rarely has had input from any Iberian, other than a Canary Islander whose mainland expertise may be lacking; whether our esteemed retired global banker has direct experience in Spain I do not know; my sole time there was in language school...so we badly need someone with knowledge in this matter.
Good for EVs, for VW, for the European market and for Spain, et tant pis pour les gauloises.
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It always amazes me how people come up with convoluted alternate truths to why a company does something.
There are key pieces which need to be in place before Cybertruck production can start. An 8k Ton Gigapress, high speed stainless folding equipment, and 4680 cell production in Texas, are the biggies. Those pieces are not ready yet. So no Cybertruck.
Usually the simplest explanation is the truth and that’s almost certainly the case here. Tesla is late with the Cybertruck because it took longer to get the pieces in place then they planned. Even if the Gigapress and folding equipment were ready, without adequate 4680 production they wouldn’t start production.
thesmokingman
Active Member
Yea, that kind stuff makes me want to puke.
And the digs at Elon, like it suggested that he wants to go to Mars cuz he's a quitter was quite the tripe lol. Like really Ford, how low must you stoop and then to layer on top all the patriotic crap.
True enough about Windows and Gates (not a fan), but at the same time, the original Mac OS was "stolen" from Xerox and their PARC os.
That's fair, it's also fair to state that a proposed hypothetical question (in order to pontificate on the situation) isn't a fact...nor should it be perceived as such!
Yes I well know that, doesn't excuse Gates' behavior. And Apple wasn't sued by Xerox. The devil is in the details. Apple's implementation was sufficiently clean sheet, Microsoft's was not.
Here is a slide from a talk Guthrie from the Tesla Semi project is giving at the Mack Conference:
Showing that the Tesla Semi will have a bigger impact on the Tesla mission per kWh of batteries used. (And he mentioned Semis having 500-750kWh packs.)
More details from it here: ALERT! Tesla Presenting on Semi-Trucks At Wharton Innovation Conference
Showing that the Tesla Semi will have a bigger impact on the Tesla mission per kWh of batteries used. (And he mentioned Semis having 500-750kWh packs.)
More details from it here: ALERT! Tesla Presenting on Semi-Trucks At Wharton Innovation Conference
Just FYI, there is speculation that Tesla is working on different technologies for Cybertruck to enable production to scale and/or reach cost targets. Based on Texas gigafactory Cybertruck close examinations showing the new prototypes having wavy steel on a close inspection, people are speculating that Tesla will be cold rolling their own steel and/or have a different production process than how they made the initial prototypes. Anyways, this is just further evidence/speculation that your overall point is correct in that Tesla still has some R&D to do before they can make Cybertruck.
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