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

[Ogre]

I thought he was a rocket guy?

I heard we won the lottery or something to buy those rockets.

He's not a rocket guy, he writes internet software for some company called PayPal...

 

[elasalle]

What does a car guy know about software anyho

Cred …
He sold his 1st computer game at 12
We wrote zip2 and sold it for millions
He wrote X and sold it to eBay
And Tesla is a computer on wheels….VW can’t do it till 2030

If he didn’t know the stuff right now he wouldn’t be challenging the employees-

 

[elasalle]

Tesla Insurance is now available in Minnesota. That makes 12 states total that Tesla Insurance is available in:

https://twitter.com/x/status/1593422408890949633

View attachment 875712

Next up Omaha
Time to start a candy company in Nebraska

 

[Todesbuckler]

There is a rumor on Twitter about 30 (manually built) Cybertruck deliveries in December.
Not sure if the Twitter account is reliable.

https://twitter.com/x/status/1593466853765939201

 

[Ogre]

There is a rumor on Twitter about 30 (manually built) Cybertruck deliveries in December.
Not sure if the Twitter account is reliable.

https://twitter.com/x/status/1593466853765939201

I was about to post exactly this tweet with nearly that exact disclaimer. Account has no track record and is only 6 months old. It is “Verified”, so they’ve spent $8 to broadcast it anyhow

Seems sketch, but it is consistent with the comment about Musk getting his “beta” truck on the earnings call.

Reminds me of the ~30 or so Model Ys they rolled out at Cyber Rodeo. If true, likely the config tool comes online shortly.

 

[Dikkie Dik]

Rob does an excellent job explaining the impact of the VW decision to postpone or rather effectively cancel the Trinity project.

About four minutes in.

 

[Paracelsus]

Link to Share Buyback petition created by Alexandra Merz (@TeslaBoomerMama)

Sign the Petition

Retail investors propose to Tesla Inc.'s Board to consider Share Buyback

www.change.org

Screenshot of Buyback petition concept:

 

[lascavarian]

Rob does an excellent job explaining the impact of the VW decision to postpone or rather effectively cancel the Trinity project.

About four minutes in.

The collapse of the trinity business plan as Rob so clearly explains is a confession of sorts or even a surrender to a fate as a 2nd tier auto company. Is a larger break up in the future a possibility?

 

[Paul_SF]

Link to Share Buyback petition created by Alexandra Merz (@TeslaBoomerMama)

Sign the Petition

Retail investors propose to Tesla Inc.'s Board to consider Share Buyback

www.change.org

Screenshot of Buyback petition concept:

View attachment 875790

This makes no sense really. It’s obviously desperation from people that played the short term and now are hurting.

They should all sell their shares and tank the stock, that will be more effective to force the board to start the buyback. Start the “Shareholders boycott TSLA campaign”!!! Ridiculous

The game is rigged, the “house” always wins if you play their games. They want your shares and they will get it. Only then they will be satisfied and ride the stock to new ATHs. So, sell now and satisfy them, hodlers are the actual reason we are so low! /s

 

[Mengy]

There is a rumor on Twitter about 30 (manually built) Cybertruck deliveries in December.
Not sure if the Twitter account is reliable.

https://twitter.com/x/status/1593466853765939201

I highly doubt this is true. Why would Tesla take the time to build out 30 hand built CT's while they are actively building the CT production line? They have plenty of other stuff going on, especially with the low volume Semi line starting up right now.

 

[Singuy]

I highly doubt this is true. Why would Tesla take the time to build out 30 hand built CT's while they are actively building the CT production line? They have plenty of other stuff going on, especially with the low volume Semi line starting up right now.

Also you can't just sell trucks to people without certification by federal agencies so they need to get that going asap if this were to happen.

 

[Singuy]

This makes no sense really. It’s obviously desperation from people that played the short term and now are hurting.

They should all sell their shares and tank the stock, that will be more effective to force the board to start the buyback. Start the “Shareholders boycott TSLA campaign”!!! Ridiculous

The game is rigged, the “house” always wins if you play their games. They want your shares and they will get it. Only then they will be satisfied and ride the stock to new ATHs. So, sell now and satisfy them, hodlers are the actual reason we are so low! /s

They will approve it eventually. But all of this makes it seem like Alexandra is trying to prevent a margin call or something.

 

[Stretch2727]

There is a rumor on Twitter about 30 (manually built) Cybertruck deliveries in December.
Not sure if the Twitter account is reliable.

https://twitter.com/x/status/1593466853765939201

It does not say they will be delivered.

This is probably just the final design validation build to fully test the production design. Usually production design but the tooling is not yet production. i.e. soft tools and/or lack of automated assembly.

 

[jhm]

Next up Omaha
Time to start a candy company in Nebraska

This time it won't be mutual.

 

[mongo]

I highly doubt this is true. Why would Tesla take the time to build out 30 hand built CT's while they are actively building the CT production line? They have plenty of other stuff going on, especially with the low volume Semi line starting up right now.

Doubt it also.
However, hand assembling allows validation of casting and stamping processes while the body line is being comissioned. Also ensures the body line is being calibrated against known good parts.

Then there are the levels of manual build. Manual GA, manually controlled robots on body line? Hand build bodies can be used to setup the GA lines.

Also you can't just sell trucks to people without certification by federal agencies so they need to get that going asap if this were to happen.

FMVSS is all self certification (including crash). EPA emissions sign off is an external cert. Manual build with equivalent processes may allow this testing to start sooner.

 

[Knightshade]

You see this time is different. It's not zip2 or paypal. It's a rocket company that no sane person have ever tried. Elon doesn't even know how to make rockets, where will he find the talent?


We can do this forever trying to provide every reason why Elon will fail and whatever he is doing may be stupid, and why this time is different.

I find it hilarious that everyone is claiming this is Musk's greatest mistake because 80% of software programmers left..when Musk literally surrounds himself with software programmers. I mean rocket engineers are hard to find, but software programmers Musk have seen them all.

FYI, replying to this by correcting you complete misread of what I actually wrote in the actual appropriate thread for it.

I'd encourage others to take their own posts on this there as well.

 

[CreativeName]

It does not say they will be delivered.

This is probably just the final design validation build to fully test the production design. Usually production design but the tooling is not yet production. i.e. soft tools and/or lack of automated assembly.

You are absolutely correct, it does not say “they will be delivered.” It says “$TSLA will deliver…”

 

[Stretch2727]

You are absolutely correct, it does not say “they will be delivered.” It says “$TSLA will deliver…”

Ok I did not have my morning coffee yet....

This is probably just a design validation build. I doubt they will be delivered.

 

[CreativeName]

Ok I did not have my morning coffee yet....

This is probably just a design validation build. I doubt they will be delivered.

I do agree with you. Just being silly. Mods feel free to delete my post.

 

[Xd85]

Ok I did not have my morning coffee yet....

This is probably just a design validation build. I doubt they will be delivered.

Remember factory gated?