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

[RobDickinson]

AH does that

Sawyer Merritt (@SawyerMerritt)

NEWS: @Tesla Chair Robyn Denholm said today Tesla might produce 100 Semi trucks this year. https://www.wsj.com/amp/articles/tesla-chair-testifies-in-elon-musks-compensation-trial-in-delaware-11668526771

nitter.cz

From the Elon remuneration lawsuit..

Perhaps Tesla's next package could pay Elon per hour he is at a Tesla facility.

 

[MC3OZ]

Regarding "The Competition is Coming":
Seen today in Bali: funny little car, the Wuling Air EV.
Could use some design work, but maybe it's just my taste that caused me to swallow a few times.
Very, very cheap town car, around USD 3200.
Competition? Not for Tesla from this, but certainly a good alternative for a lot of smelly combustion cars here.

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Spoiler: A few more exterior and interior pics

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I've considered what aspects of the Wuling might be used in the Tesla Robotaxi design here:- Investor Engineering Discussions

The good news is not many, in the end I'm leaning towards more "van like".

 

[InDaClub]

AH does that


From the Elon remuneration lawsuit..

Perhaps Tesla's next package could pay Elon per hour he is at a Tesla facility.

$8

 

[M|S|M MYP]

This just in, the latest from fraudsumer reports:

Electric vehicles are not reliable — yet: Consumer Reports

Electric vehicles and pickups are the least reliable vehicles sold in America, whereas hybrids and sedans are the most reliable, according to Consumer Reports 2022 Annual Auto Reliability survey.

finance.yahoo.com

Toyota reliablity:

Toyota Has Fix for bZ4X EV Wheel Problem, Will Replace Wheels and Bolts

Because of problematic wheels that could fall off, Toyota recalled 258 units of the new model in June. Several hundred Subaru Solterra EVs that hadn't gone out to buyers yet were also involved.

www.caranddriver.com

 

[M|S|M MYP]

Timing seems a little strange, doesn't it:

‘I’m going to die in this factory’: Tesla Texas gigafactory construction workers are suing over wage theft and dangerous conditions

Workers claimed the company committed wage theft, and that subcontractors falsified credentials for health and safety training.

finance.yahoo.com

Is that Tesla's responsibility? or the subcontractor's?

 

[bkp_duke]

Timing seems a little strange, doesn't it:

‘I’m going to die in this factory’: Tesla Texas gigafactory construction workers are suing over wage theft and dangerous conditions

Workers claimed the company committed wage theft, and that subcontractors falsified credentials for health and safety training.

finance.yahoo.com

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Is that Tesla's responsibility? or the subcontractor's?

Shouldn't they be suing the contracted builder? I mean, Tesla themselves wasn't performing the construction, they paid a company(ies) to build GF TX for them.

Is there something I'm missing here?

 

[M|S|M MYP]

Shouldn't they be suing the contracted builder? I mean, Tesla themselves wasn't performing the construction, they paid a company(ies) to build GF TX for them.

Is there something I'm missing here?

Exactly my thoughts, but Tesla in a negative headline garners clicks so.............

Also misleading.."The workers claimed the company committed wage theft" Which company?

 

[thesmokingman]

Exactly my thoughts, but Tesla in a negative headline garners clicks so.............

Also misleading.."The workers claimed the company committed wage theft" Which company?

Clear money grab is clear...

 

[JRP3]

Toyota reliablity:

They didn't sell enough to influence brand reliability.

 

[ZeApelido]

Tesla Derangment Sydrome:

 

[Singuy]

Tesla Derangment Sydrome:

View attachment 874996

KarenRei is joining this guy real soon. Neroden literally picked the worst software of the bunch..lol. ID4 is known to be the worst out of all the manufactures in software.

With that being said, MCU 1 model S is terrible after being on MCU 2. Years of updates really bogged that MCU down to the point of barely useable from the rental I received.

 

[Ogre]

Tesla Derangment Sydrome:

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I'm pretty sure most of the YouTubers who loved the ID.4 and raved about it have all dropped it like a bad habit.

Can't comment on their customer service since my only experience is with a flat tire and it was about par for the course for roadside assist.

VWs software is so bad they are outsourcing it to China now.

 

[Nocturnal]

KarenRei is joining this guy real soon. Neroden literally picked the worst software of the bunch..lol. ID4 is known to be the worst out of all the manufactures in software.

With that being said, MCU 1 model S is terrible after being on MCU 2. Years of updates really bogged that MCU down to the point of barely useable from the rental I received.

I find that very strange. It's like someone is a jilted lover. Or perhaps some people are just borderline personalities that get sucked into a community and then when they leave it force themselves to oppose it.

 

[Ogre]

I find that very strange. It's like someone is a jilted lover. Or perhaps some people are just borderline personalities that get sucked into a community and then when they leave it force themselves to oppose it.

Well.... if you bought tons of Tesla on margin, then bought a bunch of out of the money Tesla calls. Lost a couple million dollars in the past 11 months...

Maybe you are a little but-hurt about Tesla.

This is all hypothetical. But look at the nonsense people around here are spewing now and expecting to be taken seriously. Now imagine what the folks who were so badly burned that they left this community entirely.

 

[Motor Mouth]

Clear money grab is clear...

Clearly...

 

[MrMoo]

Tesla Derangment Sydrome:

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Hmm, I'm not 100% Sure how electric car enthusiasts roll but from my experience if you are buying a Tesla model S, you wouldn't buy a VW ID.4.

That's like buying a Mercedes E Class and then a VW Tiguan.

 

[RobDickinson]

I'm pretty sure most of the YouTubers who loved the ID.4 and raved about it have all dropped it like a bad habit.


VWs software is so bad they are outsourcing it to China now.

Wasnt this guy actually sponsored by VW for a period?

 

[StarFoxisDown!]

I find that very strange. It's like someone is a jilted lover. Or perhaps some people are just borderline personalities that get sucked into a community and then when they leave it force themselves to oppose it.

Never underestimate the human ability to just admit they were wrong. Neroden got frustrated about something, made an emotional rash decision literally weeks before the stock went to the moon. He'll never live that down and thus he'll never let his grudge against Elon/Tesla go.

 

[Hock1]

Well.... if you bought tons of Tesla on margin, then bought a bunch of out of the money Tesla calls. Lost a couple million dollars in the past 11 months...

Maybe you are a little but-hurt about Tesla.

This is all hypothetical. But look at the nonsense people around here are spewing now and expecting to be taken seriously. Now imagine what the folks who were so badly burned that they left this community entirely.

They were badly burned by their own combination of inexperience, greed and ignorance of the way markets work.

 

[StarFoxisDown!]

https://twitter.com/x/status/1592663764461326336

I'm not even annoyed at Troy at this point for being a closet bear. Guy is backing himself into a corner with this estimate with such a stupid thesis. If he's anywhere close with the 415k estimate, then I'll give him props and shut up about him. If he's way off.......like I think he will, guy need to shut his mouth for now on, especially in the first 1-2 months of a quarter.

I especially love this tweet -

https://twitter.com/x/status/1592664878703312899

Like.....he really believes that Tesla was going to announce a price cut and send all of their available production to local deliveries the very next week and just abandon their export strategy? Jesus that's a dumb thought