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

[bkp_duke]

Saudi investment story is "false", says Elon.

https://twitter.com/x/status/1703790503286972701

Figured that after the Saudis failed to show up to court and back Elon in the "funding secured" trial that he would never have anything to do with them ever again.

Story also didn't make much sense given how invested in LUCID that the Saudi's are.

 

[bkp_duke]

Yup- with bigger players moving to smaller process (and it'd be a much harder fight to get in on that capacity--- 10k wafers Tesla is talking about is VERY few relative to TSMCs order sizes.... Apple for example is ordering something on the order of 700,000 to north of 1,000,000 wafers a year on 3nm depending whose estimates you believe)- so if Tesla is finding performance at 7nm sufficient it makes sense to ramp into available capacity rather than fight with much bigger orders on a new process.

Yep, given setup times for lithography screens, etc. 10,000 wafers is like . . . one week of TSMC production.

Significant for Tesla, not so much for TSMC.

 

[AndrewZ]

Saudi investment story is "false", says Elon.

https://twitter.com/x/status/1703790503286972701

Does Elon has a 40 character tweet limit? How about some elaboration around what is false in this

 

[cbrigante2]

"America passed the EV ‘tipping point’ — but many buyers still want gas" article from WaPo.

https://www.washingtonpost.com/climate-solutions/2023/09/15/ev-tipping-point-electric-poll/

(rant on)
If you have WaPo access, please do the Tesla/EV world a solid and go add some sane comments. Good Lord, the article quotes from a self-proclaimed environmental advocate that would buy EVs but "had no nearby charging infrastructure". I counted 12 chargers within 10 miles of their stated location, including one SC.
The article mentions all the major EV manufacturers in the US. You know, Volkswagen, BMW, Ford, and of course the leader, GM. Somehow the list seemed shorter than I expected. A little short for a Storm Trooper?

FFS, it's called Tesla and Google Maps, people! (or supercharge.info/map)
(rant off)

Not only that. She talks about just wanting to "fill up and go" from her rural home. Yeah, um, you're already filled up and ready to go with range that will easily take you to hundreds of charger locations if needed.

 

[Tony73]

I don't get it. The Saudis are flush with cash. It makes sense to me to use that cash to build their own clean energy businesses in order to hold onto their energy dominance as their oil & gas business declines. Bringing in Tesla, while being good for tax revenue and some economic stimulus, is inviting a competitor to come and take business that could belong to them.

It takes a lot more than cash to build a business. Saudi Arabia has no auto supply chain. They have no history of building cars. They would be starting essentially from zero if they tried to go it alone.

 

[thx1139]

So does anyone think Cybertruck delivery event will still occur before end of day on the 30th? Cant see it without an announcement.

 

[ItsNotAboutTheMoney]

Not only that. She talks about just wanting to "fill up and go" from her rural home. Yeah, um, you're already filled up and ready to go with range that will easily take you to hundreds of charger locations if needed.

After a recent conversation, I think many might not realize that it's like having a gas pump at your house.

 

[Featsbeyond50]

Same reason China brought in Tesla, and allowed them to open the 1st ever 100% foreign-owned factory in the Country: they don't have any competing technolgy (the same way a horse didn't compete with a Model T).

LOL Elon says it's a fake story.
@Tony73

 

[bkp_duke]

So does anyone think Cybertruck delivery event will still occur before end of day on the 30th? Cant see it without an announcement.

Does it matter? Serious question, if it slips a week or two into Q4, meh.

 

[Featsbeyond50]

Does Elon has a 40 character tweet limit? How about some elaboration around what is false in this

His limit is dictated by whether it's a #1 or a #2.

 

[Drumheller]

Does it matter? Serious question, if it slips a week or two into Q4, meh.

I am not an expert but my understanding of financials in a company suggests that it would be better to be the first day of Q4 rather than the last day of Q3. That's where my expectations have been set

 

[Featsbeyond50]

Figured that after the Saudis failed to show up to court and back Elon in the "funding secured" trial that he would never have anything to do with them ever again.

Maybe... I think Elon makes his decisions on what will most benefit the mission.

Question to all, are there any instances where Elon allowed betrayal to trump what is best for the mission?

 

[thx1139]

I am not an expert but my understanding of financials in a company suggests that it would be better to be the first day of Q4 rather than the last day of Q3. That's where my expectations have been set

Just that analysts will present it negatively.

 

[bkp_duke]

https://twitter.com/x/status/1703773597137813646

I think it is pretty much a given that the UAW is going to make another hard run at Tesla to unionize, after they secure contracts from the Big 3. This tweet makes it very clear they will employ lies and subterfuge to get the Tesla employees to unionize.

 

[Motor Mouth]

Just that analysts will present it negatively.

I don't think this is a reason to do, or not do, anything.

 

[Artful Dodger]

LOL Elon says it's a fake story.

Which part is fake? The factory, or the horse?

 

[Artful Dodger]

the UAW is going to make another hard run at TSLA to unionize

TSLA isn't unionized, but it might be a good move to get off the NASDAQ.

 

[Todd Burch]

Waiting for the comparison in the education and list of accomplishments between Elon Musk and "UAW boss"...and also examples in which Elon Musk is greedy.

Let's see, pours all of his money into his companies to further humanity...they probably even live in similar (glass) houses.

 

[GOVA]

https://twitter.com/x/status/1703773597137813646

I think it is pretty much a given that the UAW is going to make another hard run at Tesla to unionize, after they secure contracts from the Big 3. This tweet makes it very clear they will employ lies and subterfuge to get the Tesla employees to unionize.

Gotta give it to him - it is super hard to make instant classic red herring.

 

[FreqFlyer]

Tesla Model 3 Becomes First-Ever EV To Crack Into Top 10 Leased Vehicles In America​

Tesla Model 3 Becomes First-Ever EV To Crack Into Top 10 Leased Vehicles In America | Carscoops

The Tesla Model 3 accounted for 1.79 percent of all vehicles leased in the second quarter of 2023, marking the first time an EV has made it into the top 10 on the new vehicle leasing charts

www.carscoops.com

The only way leasing a Tesla makes sense is that its dirt cheap per month. Because at the end of the lease, you are giving away the equity back to Tesla. In this economy people are more interested in dirt cheap.