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

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Standard is the "betriebsbedingte Kündigung" a Termination for operational reasons. The company will have to close an department or cancel a product line to do so and see no way to occupy the people in other areas.
Not very easy for a growing company with the next phase in view to find such an argument. But It is also used for temporary situations, something they do not think to improve within a foreseeable future. I.e. next phase delayed and current Staff was already hired to support it soon.
Permanent workers, contract workers after a certain length of employment?

My understanding was that use of fixed term contracts or agency working had increased dramatically in the last few years. I have no idea how Tesla do this, nor the specific practices in Germany (just little titbits I pick up from German media eg DW).

Edit: Dillon Loomis / Electrified included info (from others) that Berlin staffing now at 12,500. Details will matter, but any news auf Deutsche media?
 
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Guys, I know I’m usually pretty positive, but I think we really need to diversify, as others said, there is nothing going on for Tesla, no metric we can look at or something like that that make it different from some of the biggest car manufacturers

Oh wait, what’s that?


Nah, must be nothing, the sales are going down in one of the biggest market, they are losing to Chinese OEMs

What? There is more?

 
When considering next markets for Tesla, it is interesting to note that various niche markets are already happening. Many of these are remote so have gigantic costs for import of fossil fuels. Recently we saw the Masai Mara Rivian, but it has followed a number of EV conversion for Land Rovers and an odd Land Cruiser too:
Each time Cybertrck is discussed it seems to be predicated on traditional North America pickup mania. What about mining vehicles, remote ranches, industrial support...
All those markets are not necessarily the largest but they are important, especially in proving the robustness, reliability and low operational cost, including minimal maintenance.
We have reached the point in Tesla evolution that far distant modest market sized options can be substantial contribution to Tesla results. Of explicit relevance is linking TE products to the vehicles.

Hint: The oft-denigrated BYD and some others are already doing just that, selling turnkey integrated off-grid solar+storage+BEV.

We are nearing capacity improvements that will permit this. complete packages do reduce sales and distribution costs while improving operating margins. That feeds Free Cash Flow.
 
Mod: If no-one posts about leaving TSLA, and no-one follows up with acrimonious comments, no-one will get banned. --ggr

Since it's before hours, I'll point out that, especially with your darker color text on the "Dark" forum theme, at first glance your initials appear to actually say "grr"...

Kinda chuckleriffic when they are placed right after a stern warning... 😜
 
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Um. Two things, and then I'll stop.

First: If you read @Papafox's postings, it's very clear that there are forces inimical to Tesla. @Papafox's usual diatribes are about market makers and hedge funds who do naked shorting for a living.

The interesting bit about that is that, over time, it's been reported over and over again that the shortsellers have lost money. Ridiculous amounts of same. If that's true.. then where is the money coming from? Hold that thought for a bit.

Second: I'm a refugee from the tesla.com forums, which closed down in 2019 or so. And the way it closed down was more than a bit instructive. There were posters who were clearly pump-and-dump short sellers, who would come in, say something utterly horrid about Tesla, then Never Be Seen Again. It got to be that they were almost always recognizable.

And then, there were the trolls. They had an M.O.. Some innocent would show up with a new Tesla and some basic questions. If said innocent was lucky, said questions would be answered by the regulars. But if one of the trolls answered, said troll would answer with correct answers. And engage that innocent and others. And, after a bit, the troll would start spouting falsehoods. One in particular I remember: That person (?) would conflate energy and power at every opportunity; would claim preconditioning would empty out half the battery; and make it seem that the innocent had made a Bad Choice.

Interestingly, the troll would post at, literally, all hours. And at semi-regular intervals during these hours, the writing style would change. And it wasn't just this one troll - there was a gang of them, at least by the poster names, maybe a total of 20 "people".

I'm putting quote marks on that "people" because a number of us became convinced that this was a paid-for-by-somebody outfit, or outfits, whose purpose was to pollute Google Search and the like with bad information about Teslas. At the time, and even now, Teslas get sold by word-of-mouth and people doing research about the cars on-line. Do a search about Tesla reliability? One or more of the trolls' posts would be near the top of the search reports.

It got worse. The trolls started running false accusations against the reliable regulars; one of whom, if memory serves, was accused of sexual innuendo. This got the regular banned by Tesla for a bit, until some back-and-forth got the regular reinstated.

Tesla, clearly, did not want to invest serious money into moderating the forum. They made several attempts at making the forum self-moderating (one could vote a post out of existence, for a bit), which the trolls promptly used to ban posts by regulars. After several attempts by Tesla to clean things up, and actual staff-hours obviously becoming required in order to continue, Tesla decided to pull the plug. I believe the forums are still all there, frozen, but that was that.

So, coming back to this bit about money. One clue was that at least two of the trollish types weren't just posting on the Tesla forums; there was a forum being run by Ford for their upcoming electric Mustang, and post graphics and other convincing material from a particular poster on both Tesla and Ford was showing on both places. Interestingly, the troll would badmouth Tesla on the Tesla forum, pointing out how superior the Ford was, and vice-versa on the Ford forums. And this was that 24-hours-a-day entity.

So, analyses on Oil Companies, world-wide, show that they make, in profits, roughly $3B a day. Um. A bit of spare change to throw some FUD might do something. And then there's traditional auto companies. One might think that individuals-who-are-not-dumb-as-rocks in those companies might realize what a steamroller Tesla was becoming. And would Do Something to, well, slow down the steamroller. It's not just me who've been saying things like this: Sandy Munroe, for one, has pointed this out, too.

So, do we have those kinds of trolls around here? Good question. On the one hand, we've got, thank $DIETY, actual human moderators who don't, typically, take any *Sugar*. I don't know if there's a thread around here where the moderators have competitions on just how far they've booted obvious trolls, but wouldn't be surprised if there was.

But the operative word here is, 'obviously'. Just because the free-ranging tesla.com forums have closed, doesn't mean that the individuals who brought that about have gone away. I would imagine that they're still out there. Sure, Facebook, that's almost traditional. But I'd be highly surprised if we didn't have at least some, well, paid-for trolls wandering around here. If they get obvious, they get booted.

Ha. It's kind of like reading the Screwtape Letters, where a higher-up demon is remonstrating with a less experienced demon about what, and what not, to do. Actually killing somebody isn't exactly good for the Demon side if a bunch of angels show up and take the soul to heaven; the idea is to corrupt the souls, starting off slow and working one's way up.

So, do we have paid-for trolls around? Probably. Is any trollish poster paid-for? Probably not, there are people with negative opinions. But when repetitive negativity and falsehoods from particular posters gets a bit thick, then that's what the Ignore button is for.

Well said....

Time to re-recommend the practically obligatory viewing of Merchants of Doubt, which outlines the playbook that the tobacco companies designed and used decades ago, and has subsequently been used by pharmaceutical companies, chemical manufacturers, agriculture companies, and the petroleum industry on multiple fronts... climate change, and EV's in particular.
 
Permanent workers, contract workers after a certain length of employment?

My understanding was that use of fixed term contracts or agency working had increased dramatically in the last few years. I have no idea how Tesla do this, nor the specific practices in Germany (just little titbits I pick up from German media eg DW).
Fachkräftemangel / lack of skilled people changed the situation in Europe dramatically. Industry and handcrafted businesses have to fight for good employees. Permanent jobs are common today, social benefits, flexible work hours and 30 days vacation.
Yes, Gigafactory Berlin-Brandenburg does have contract workers, but vertical integration and education are on focus. They are the largest training company in the country of Brandenburg and very proud of this.
 
Joe Justice on what he thinks is the most valuable part of Tesla: TeslaOne:
Holy sugar, thanks for sharing. TeslaOne really is quite profound, if true. I'd recommend everyone watch just 5-10 minutes of where heltok timestamped. I don't know if Dojo and TeslaOne are one and the same, or if they're different, but it's no wonder Tesla is spending billions building out supercomputers/data centers. Musk Enterprises is even more of a digital manufacturing juggernaut than I ever imagined. Crazy. No wonder Adam Jonas has been stressing Tesla as a technology/AI company these past few months. From better manufacturing efficiencies, to engineering improvements and cost savings, AI is the backbone of it all. From my crude understanding it seems the ChatGPT moment has already started at Tesla.
EDIT: When the profundity of this is better appreciated by Wall St and others, I could easily see the SP rocketing up $100-$200/share in short order. Few are going to be able to capture these big tech companies who already have a big head start, and few have the financial firepower to compete.
 
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That sounds like a v2 Supercharger cabinet (v2 SuC will remain in service for some time yet, likely as long as the cars themselves are supported with parts).

The v3 SuC redesign no longer uses racks of on-board charger boards. More here on v3 internals:

V3 Supercharger power systems architecture | Tesla Motors Club (Sep 2, 2022)

Cheers!

Yup.

And when that change happened, it was mentioned that the Supercharging design and hardware manufacturing was being done by the Tesla Energy division, rather than the auto side. This allowed them to leverage the high-power electronics work being done there for things like Megachargers to help scale up the Supercharger infrastructure...
 
Holy sugar, thanks for sharing. TeslaOne really is quite profound, if true. I'd recommend everyone watch just 5-10 minutes of where heltok timestamped. I don't know if Dojo and TeslaOne are one and the same, or if they're different, but it's no wonder Tesla is spending billions building out supercomputers/data centers. Musk Enterprises is even more of a digital manufacturing juggernaut than I ever imagined. Crazy. No wonder Adam Jonas has been stressing Tesla as a technology/AI company these past few months. From better manufacturing efficiencies, to engineering improvements and cost savings, AI is the backbone of it all. From my crude understanding it seems the ChatGPT moment has already started at Tesla.
TeslaOne is the data of all their work and neural network weights. Dojo is their custom hardware which in addition to their nVidia and Amd chips are used to run and train neural nets of which TeslaOne is one…

I agree that’s it’s very profound, but I would take Joe Justice with a bit of skepticism as he overplays how long he was at Tesla and wants to sell his courses…
 
TeslaOne is the data of all their work and neural network weights. Dojo is their custom hardware which in addition to their nVidia and Amd chips are used to run and train neural nets of which TeslaOne is one…

I agree that’s it’s very profound, but I would take Joe Justice with a bit of skepticism as he overplays how long he was at Tesla and wants to sell his courses…
Yeah I understand, but I think the bigger thing is this is simply how the world is trending. Huge supercompute and data facilities, backed with pretty much unlimited energy needs for data storage and computing, it's just wild. I have never worked in an environment like Tesla, and now I'm too old and likely never will.
 
TeslaOne is the data of all their work and neural network weights. Dojo is their custom hardware which in addition to their nVidia and Amd chips are used to run and train neural nets of which TeslaOne is one…

I agree that’s it’s very profound, but I would take Joe Justice with a bit of skepticism as he overplays how long he was at Tesla and wants to sell his courses…
I too am a bit skeptical on this one ... until recently if this was true Elon would have a "Training Day " to show this off ...
Likely machine learning techniques are being applied to the data sets to try and gather relevant info.
But AI drawing new models etc seems too far fetched to me...(we are in peak AI hype these days ...)
 
Since it's before hours, I'll point out that, especially with your darker color text on the "Dark" forum theme, at first glance your initials appear to actually say "grr"...

Kinda chuckleriffic when they are placed right after a stern warning... 😜
Does this happen to you? FYI... 😜

"Many people with color blindness don't know it. In fact, about 40% of color blind students leave school without realizing they are color blind. Color blind people can see normally and do normal things, like drive. They may learn to respond to traffic signals by knowing that red is usually on top and green is on the bottom."
 
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Does this happen to you? FYI... 😜

"Many people with color blindness don't know it. In fact, about 40% of color blind students leave school without realizing they are color blind. Color blind people can see normally and do normal things, like drive. They may learn to respond to traffic signals by knowing that red is usually on top and green is on the bottom."
I actually am very slightly color blind, nothing nearly as bad as the traffic light example, but low contrast situations (dark on dark, light on light, etc...) are a bit harder for me....