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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
mars_or_bust
Member
You certainly seem to have your very own definition of "mafia"...
The way I see it:
Should various Corporate HQ's get to decide everything? Or should the actual workers also get tlo have a say? How does one worker get to have a say? The only way that happens is through organizing with other workers. And in Democracies that is allowed – as opposed to non-democracies like North Korea and the such.
Companies need to obey the state laws, and nothing beyond that. State laws guarantee minimum wage, vacation days, maternitiy leave procedures, health benefits etc. Companies are formed from private funds, at a great risk from the founder(s) of the company. And they should be able to run the company as they believe is the best, as long as they obey the law. And they should reap the benefits if they succeed, and bankrupt if they fail. That is the essence of capitalism. On the other hand, it is very North Korean, communist, to interfere with this, to impose "workers councils" or even state affiliated voting (as is the case in Germany for example in VW) to influence decisions.
Thinking it is normal for "workers councils" to have an important say in running a company is a prime reason EU hardly has any new company - virtually all the big ones are from before WWII.
SwedishAdvocate
Active Member
I've already answered this twice. Here's the post where I answered this the second time:
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
The market is currently pricing that the FOMC will start cutting rates in June 2024, but the chart below shows that the market is almost always wrong about what the Fed will do beyond the next FOMC meeting. Looking at the chart, it is remarkable how mean reverting the error is. When rates are...
teslamotorsclub.com
They shouldn't. It sounds like it isn't required of them, so it is totally up to them to enter into one or not. (And totally up to the employees to choose not to work for a company that doesn't have one.) And from the stats that have been shared it seems like 10-40% of the employees aren't currently covered by one.
But do they really have a choice? Maybe they should try to get a law passed requiring collective bargaining agreements?
The unions in the US feel the same way, they aren't willing to accept that in a lot of cases they have ceased being of value. But in general unions are going away here; they are losing their power, and their monetary backing.
Um, I don’t think we are arguing about conditions in 1911. Today, now, workers are mobile. And employers know that and take it into account. Whether or not Tesla is running things the Swedish way or not is irrelevant. If the employees don’t like the American way, they’ll leave. If they don’t care, they’ll stay. As far as knock on effects to all other Swedish corporations, thats ridiculous. Tesla is tiny in Sweden.
Yeah, by stating something with no link/evidence to support it.
Where are these reports? Are no union members willing to be interviewed even anonymously?
But that still doesn't answer why you think employees are lying to the media. Why would they do that? Why actively harm what you are trying to accomplish?
Why not just say "no comment" or walk away? (Like one article said most of the employees at a site they visited did.)
SwedishAdvocate
Active Member
It's obviously not irrelevant to unions in Sweden.
The Model Y was the best selling car in Sweden the first half of this year, and Tesla is the highest valued car company by far on this planet. I wouldn't exactly label Tesla as 'tiny'.
SwedishAdvocate
Active Member
In the union's own newspaper (in Swedish):
”Inga optioner, inga bonusar, ingen semester, inga försäkringar”
IF Metalls ombIF Metalls ombudsman Peter Lydell berättar vad Tesla hotar anställda med
da.se
Like I also wrote and admitted to – there isn't a lot of unbiased reporting on this. It's kind of difficult to actually know what is accurate in all of this...
Only if you have the BIG NOS Bottle activated....2 of them would be even better!
Artful Dodger
"Neko no me"
In Detroit, the UAW prevents it. Yes, it's difficult to believe. You may need to do some independant research to understand the United Auto Workers union position (hint: it's to benefit the UAW, not it's members)
There are no examples of any UAW member receiving stock options as part of their total compensation for employment at any of the Big 3 automakers of Detroit. In spite of (endless, wandering) rhetoric offered here by the usual suspects, that de facto makes the case that the UAW blocks its members from receiving stock options. Just one counter-example would be an existance proof, but when challenged trolls provided none.
FWIW, the IF Metall strike action against Tesla in Sweden is like your neighbor's wife going on a sex strike against you because you are not performing his duties (yeah, the ones you didn't vow to perform). Except that she's actually jealous of how you treat YOUR wife, and would prefer that you two were 'less happy' as a couple. Which would make her feel better about the whole neighborhood (kindly reverse/invert/negate any implied gender roles as fits your personal circumstances... it's just an analogy!).
Skål!
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Working conditions, harassment etc are regulated by law (see Arbetsmiljöverket - Startsida - Arbetsmiljöverket ) in sweden, not by unions. After 45 years as a union member, I think it's only useful for negotiating salary levels, part of pensions, working hours etc centrally.
Artful Dodger
"Neko no me"
When know from investor day that the Gen3 process should achieve a 40% reduction in manufacturing footprint.
So why will Giga Mexico be so big?
IMO Giga Mexico is big because it has lots of lines, not because each individual line takes up a lot of space.
So Giga Mexico could have 10-15 lines, while they may only be able to squeeze 1-2 Gen3 lines into Austin.
There is a trade off, higher line speed means more stations per line and more space required, The alternative is to do more useful work at each station with a slower line speed and less space, then duplicate lines to achieve the same throughput.
While the south extension is an office, it is likely that some existing office/dinning/.workstation/testing areas within the factory can be moved to that area freeing up some additional space within the building.
They are also building a new "end of line" facility over on the west side. Which will allow them to reclaim the space used for the existing "end of line".
One the earnings call Lars(?) also suggested that space wasn't a problem.
The claims by Isaacson seem to make sense, are are highly specific, If Isaacson wasn't looking at a Gen3 production line under development at Austin he would have been extremely foolish to make that assumption.
I'm not claiming Austin will match the production capacity of Mexico it seems more likely to be around 10% of the production capacity of Mexico.
Also depending on FSD progress, Gen3 cars produced at Austin might not be for private sale, because they may go straight to the Robotaxi fleet.
Berlin is a logical place to do higher volume Gen3 production perhaps 4-6 lines and up to 50% of the capacity of Mexico.
In China there is already a lot of strong competition in the entry level EV market. For example the BYD Seagull costs around $11,400 USD in China according to Tony Seba. Attempting to beat the Chinese on price in their own market isn't easy..
China is still a good place to build for export to Asia Pacific and for a local Robotaxi fleet should that be permitted.
The order in which we assume things are being done, seems to make sense. The large size of the Mexico factory is causing some people to make false assumptions.
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Artful Dodger
"Neko no me"
Yup, straight to a Vegas Boring Tunnel in time for Superbowl Sun, Feb 11, 2024
Yes, that's 1.2M LCDs (600K sq ft) on the "Sphere" in Vegas, not the actual moon.
Cheers!
As far as advertising is concerned I'd rather Tesla spend their money on new delivery centers. I cannot tell you how many people I know in New Hampshire and Maine that won't buy a Tesla since the only service centers in the area are in eastern Massachusetts not far from Boston. If the service center isn't within an hour many won't buy. Service centers are demand drivers.
Drumheller
Active Member
GhostSkater
Member
Labels on V4 Stalls, 1000 V 1000 A capable, although the charger itself in all we've seen so far is still V3
Tesla is hugely future proofing them, will be quite a while until something could max both at the same time other than the Semi, which doesn't use NACS or CCS anyway
Tesla is hugely future proofing them, will be quite a while until something could max both at the same time other than the Semi, which doesn't use NACS or CCS anyway
insaneoctane
Well-Known Member
If true, you've identified the open door for legacy. Legacy is already losing lots of money on each EV that they sell, so do one without the compromises that you claim Tesla has. Sure they'd have to figure out how to do the EV drivetrain, efficiency, OTA stuff and all that other stuff really well... but you're saying that there's a chance....
GhostSkater
Member
Quite unlikely, even if it ships with a 200 kWh pack, 1 MW would be a 5C charging rate, most any Tesla does today is 3.3C, and with the packs likely being smaller than that, even more unlikely
But as time goes on probably, the next jump might be when Tesla starts using it's own Anode material with Silicon, but still I don't see any passenger vehicle hitting 1 MW soon
And on a important note, that rating is for the dispender, which doesn't include the cable, current cables on V4 are rated for 1000 V 615 A, or 615 kW
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