2daMoon
Mostly Harmless
so, uuhh, when's the annual shareholder meeting?.........last year it was May 16th....exciting times!....
Maybe they could move it up 12 days sooner...
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so, uuhh, when's the annual shareholder meeting?.........last year it was May 16th....exciting times!....
Many people asked why Commander Ryker chose to stay as number one for so many years, when it was clearly overdue for a captain's chair of his own. While Admiral Ryker was responsible for many innovations, most notably the three engine Enterprise - E, his best work will always be remembered as the time when he was "number one".
Let's not talk about Ryker's runin with the Q, and don't even start about Thomas Ryker. "All Good Things...". I hope this helps.
It's called "Foundation Series" because with what they are charging you could start your own foundation.
But seriously, I always took it to just mean "starting point".
I honestly want a detailed roadmap of the next six years now. AI/NN training is so vague and not tangible enough for us investors. Cells and chemistry was something to research, to learn, to understand.Losing Drew is definitely bad for the company. He had deeper experience than anyone remaining, including Elon himself, who has less experience at Tesla than Drew due to competing demands on his time from SpaceX and other ventures. I don't think it's the end of the world, but certainly it is a significant loss.
I am inclined to believe he left voluntarily. He has stayed far longer than any other early employee except Elon and, as far as I know, he was the longest-tenured. If he was very annoyed with his boss, he could have walked away years ago like every other Roadster-era employee already has. He certainly had the wealth and clout to do so, and has had more experience and done more work and accomplished more in 18 years than almost anyone does in a career of 40+ years.
Why would Drew be fired because of something like the 4680 ramp going less well than planned? That makes no sense. Drew could instead just be reassigned to focus on Tesla Energy or something. Also, Elon has said that Tesla's performance management policy is based around high rewards for successful innovation, minimal punishment for failed innovation attempts, and punishment only for not trying new things. He has said this is a fundamental aspect of how Tesla operates and why they have such a rapid pace of innovation. Firing the VP of powertrain and energy engineering for such a "failure" would send a terrible message to the rest of the workforce. Additionally, there has been no sign that Elon is upset about the 4680 ramp in the first place. During the last earnings call, he and Drew appeared to have cordial relations and Elon let Drew answer the question about the 4680 ramp. Normally, Elon makes sure to get his comments in if he has an opinion on a topic.
Also, Elon has a history of being clear in public about when executives have been fired. If he has a problem with somebody, he is generally not shy about sharing it. In my opinion, one of his flaws is being too aggressive and having almost zero concept of polity and diplomacy in his public communications. It is not in character for him to kick someone out but then play the normal corporate politics game of helping the person save face.
My impression is that some parts of how Cybertruck is built are similar to the unboxed method.Does this replace the “unboxed” method?
The worse interpretation of todays news and the broader vehicle indefinitely postponement isn’t that Elon is infatuated with the robotaxi, it’s that Tesla realized it can’t reliably scale a $25k car at the profit margins they want (whether due to 4680 delays or whatever).I agree with the first part of your post but not the second.
The 4680 delay is on Elon and now he is repeating the same mistake by going all in on the robotaxi.
The Mexico factory has stopped because it was supposed to build the smaller/ cheaper vehicle. It’s redundant now in effect as Tesla’s already has excess capacity.
I’m more right than ever as of today and willI try and reply to why I disagreed. There's many things here, and I think you are on an involuntary vacation, So I'll pick one:
This rumor again.
I must admit, if this turns out to be true and the Model 2 is indeed "scrapped" then it could possibly also explain why Drew and Rohan left so abruptly. They might not agree with this course correction, just like how Franz and Lars didn't agree with it when they both talked Elon out of it years ago.
Of course I'm just theorycrafting here, none of us truly knows what's going on. Its possible Drew and Rohan really do just want to spend more time with their families, and its possible their simultaneous leaving is just a huge coincidence.
I'm not so sure though, there is a lot of FUD going on right now and a lot of it oddly converges neatly. Now with layoffs and higher ups leaving and things are really starting to get strange.
I hope Drew and Rohan did leave for family time only, I hope the Model 2 is still happening, I hope the layoffs are just the normal yearly Tesla workforce trimming.
I will admit though, I'm starting to get a bit worried. TSLA holders might be in for a rough ride over the next couple of years. Or we might get super filthy rich next year. Who the hell knows.
Hope is not a strategy.
I think get your detailed company roadmap on 8/8. It's Robotaxi Day. Nothing else matters.I honestly want a detailed roadmap of the next six years now.
Needs to be like the Investor Day presentation then and NOT like the Model Y reveal.I think get your detailed company roadmap on 8/8. It's Robotaxi Day. Nothing else matters.
It means Elon is the next Exec to leave to spend time with familyElon Musk changed his profile picture to one with the word "auto" underneath. And intentionally:
Auto = automobiles?
Auto = autonomous?
Auto = autoeroticism?
If Drew was just burned out, why not take a sabbatical instead of leaving the company? IMHO, people that love their jobs and have been at a company a long time don't bail unless something has caused them to no longer love their jobs, or there is a better opportunity elsewhere. Or it wasn't their choice. I don't buy "I wanted to spend more time with my family"
I honestly want a detailed roadmap of the next six years now. AI/NN training is so vague and not tangible enough for us investors. Cells and chemistry was something to research, to learn, to understand.
I have to admit today's news stories have me more rattled than any day in the last 2+ years....MUCH more so than when I watched the stock plummet to $101 or whatever it was. I'm already well underwater on tsla...this doesn't help.The worse interpretation of todays news and the broader vehicle indefinitely postponement isn’t that Elon is infatuated with the robotaxi, it’s that Tesla realized it can’t reliably scale a $25k car at the profit margins they want (whether due to 4680 delays or whatever).
That would be bad bad bad news. I sincerely hope that’s not the case, and since the Chinese are doing it now there’s clearly a viable pathway. If Tesla bet wrong on its battery chemistry and actually falls behind on that tech? (Like say sodium batteries actually are the future, which I doubt but just as an example) that’s a major problem.