It seems like Elon is following the Great War General
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Please enlighten us. I’m still trying to understand the markets and I appreciate any new insight into how they work.Not to me. I know a little bit about how the financial markets work and most of what is written about "Wall Street" here seems simply based on misunderstandings about how the markets and their different actors work.
It seems like Elon is following the Great War General
“When your army has crossed the border, you should burn your boats and bridges, in order to make it clear to everybody that you have no hankering after home.”
― Sun Tzu, The Art of War
There are two, ya know, actual wars going on right now.
A bit tone deaf to keep seeing this "wartime CEO" mumbo jumbo pop up.
A little perspective is needed by some.
Lighten up FrancisThere are two, ya know, actual wars going on right now.
A bit tone deaf to keep seeing this "wartime CEO" mumbo jumbo pop up.
A little perspective is needed by some.
OkayYou are assigning blame to WS. WS is not taking advantage of EM. EM made a deal, he's made lots of deals. The deal had conditions. WTF was he thinking I will never know, I assume he wasn't. This is why you have COUNSEL, he has none...on purpose. CT, keeping 4680 staff at 100 (WTF), and Twatter. Current issue is all on EM. X is hiring like crazy because they are rebuilding the same structure that existed before EM took control. So yeah, he bought a functioning un profitable company for far too much. F'd it up so it was no longer functional in the view of the ad folks, killed value and revenues, and now is having to rebuild it all and hope ad folks return.
There is one in Vegas.I get boring company tunnels. Let me know when the first one opens.
That's not fair. He threw you an alley-oopThere is one in Vegas.
Lighten up Francis
I tend to agree with you, the whole RoboTaxi thing is smoke,…at least at the moment. I do believe it’ll be HUGE one day, but the RT business is years away from having an impact on Tesla’s financials.I get that very very simplistic view of how transportation works except it doesn't. The # of cars moving around in the day is a fraction of that moving at peak hours. You still have to move peak hours people. If RT isn't there to do that they will have cars, if they have a car why in the world wouldn't they use it to run an errand in the middle of the day or go to get a bite. RT will have a giant conundrum.
I get boring company tunnels. Let me know when the first one opens.
I get compact robotaxis...I can see that great for someone traveling from one spot to another that doesn't want company.
EM capped the 4680 team at 100? It was pretty much bet the company, it had to work. I got moderator banned and cautioned an all sorts of flax over 2 years ago because the 4680 cells that had to be there were nowhere close, that the team was tiny, that it was not scaling, etc. Every concern I had was dismissed. Pat myself on the back ...I was right. That was a time to sell. Now we find out what went wrong, they had 100 people to commercialize a new battery technology that Samsung or LG would have put 500 and Catl 1000. Brilliant.
This is much worse IMO. I don't understand battery chemistries, not at the heart of it. I do get smoke than fire. THE ENTIRE RT argument is so smokey I suggest gas masks and thermal blankets.
Don't tell Elon.At the moment, Tesla is largely an automaker.
It's been a while since FUD is this thick...From that X post, this is at the heart of the FUD and short campaign Tesla finds itself in. Even if 4680 and Cybertruck production is behind schedule, there is a far more ominous concern...
"In 2022, Musk raised $46.5 billion to acquire Twitter, a significant portion of which was obtained through pledging his own stocks. According to Tesla's filings, by the end of March 2023, Musk had pledged 58% of his stocks, totaling 238 million shares worth over $40 billion.During the six months Musk pushed for the Twitter deal, Tesla's stock price peaked at $384 and dropped to as low as $198 — about 22% higher than it is now. If Tesla's stock price continues to plummet, and Musk is unable to make additional payments to the lending institutions, his pledged stocks might be forcibly sold, potentially causing a vicious cycle. "Any such sales could further depress our stock price," stated Tesla's annual report."
Wall Street may finally have him trapped in his collateralized loans for Twitter backed by TSLA shares. If this is true, this may help explain the rapid shift in strategy. It truly is a bet-the-company moment.
I am worried we are back in similar situation with bet the company on RT and autonomy .
I find this theory to be plausible. Musk has many enemies in the industries he is disrupting, in politics, and in those that wish to control speech and thought. Would not be surprised to learn of efforts to push TSLA down to cause him to be forced to sell.
But, isn't that exactly what WS and the analysts have been demanding, getting back to the 25% margins? IIRC, Elon himself stated at a recent earnings report that their goal was to get back to 25% margins.Raising prices = decreasing demand. It would appear, for the time being, they are going to try to increase margins. That's likely to come at the expense of growing volumes.
Through lowering costs.But, isn't that exactly what WS and the analysts have been demanding, getting back to the 25% margins? IIRC, Elon himself stated at a recent earnings report that their goal was to get back to 25% margins.
I’m not a traffic engineer but here’s my contribution anyway. Autonomy allows for many sustainability improvements.I'd be curious to see, can you point me to a citation that is written by any civil engineer traffic expert that says TaaS helps with sustainability and/or a Tesla anaysis that was NOT written by cathy " i am a walking fruitcack" woods.