Our next vehicle is still an X though.
Well done for rising above it and not giving into peer pressure.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Well done for rising above it and not giving into peer pressure.
Might be helpful, Tesla was trying to get mining operations for lithium in Chile years ago.
The cost of green energy: lithium mining’s impact on nature and people
The head of the environmental unit of the Atacama Indigenous Council, Francis Mandoca, describes lithium mining as unsustainable
www.mining-technology.com
Edit: Also -
Tesla lobbying to secure lithium from Chile — report
Tesla executives held talks with the ministers of foreign affairs and mining, as well as with the leader of the development agency Corfo.
www.mining.com
And
/cloudfront-us-east-2.images.arcpublishing.com/reuters/4SQLSCZSP5KXXOWSMMIRNNTDLM.jpg)
Chile plans to nationalize its vast lithium industry
Chile's President Gabriel Boric said he would nationalize the country's lithium industry, the world's second largest producer of the metal essential in electric vehicle batteries.
www.reuters.com
I have given up trying to read every post but, it seems to me that the "firing" of 500 SC workers is nothing more than an evolution from an employee-based workforce to local contractors- based workforce. Just another lowering of COGS and other operational costs. All good.
FielderJones
Member
When someone says they won't get a Tesla because of Elon, the next question I ask them is this: "If Elon had a grabber today and the succession plan was put into place, would Tesla the company immediately stop being evil?"
Any idea how the low cost financing will affect earnings?
Waiting4M3
Active Member
Tesla introduced 0% financing in China on 4/24, and the 2 weeks since, 4/22-5/5, showed the highest sales (weekly insurance regs) for weeks 4-5 in all recent quarters, after wks 1-3 got off to the worst start of any recent quarters. Q2 week 5 has China's Labor holiday, and they're doing much better this year compared with how much it dropped off last year. Roland Pircher has a good visualization on this
This thread is interesting. It reflects that Musk is asking employees, investors, and supporters to sign up for what he sees as the AI future. There will be lots of churn for each of these three groups. This thread will remain messy for a while. All of this is OK. This seems like a good time for changes to happen. I will probably sign up.
I respect @unk45's opinions and decisions. Thanks to him for expressing those, even as he exited his investment. Most others have just disappeared from this thread, as they moved on to other discussions in other forums regarding other investments or potential investments. So far, I have no qualms with how he expresses his opinions.
Regarding Musk, we should want him to exercise his agency more, not less. With maybe a couple exceptions, executives at big companies exercise little agency and have a bias to inaction. They cannot alter course and their companies end up zombies. Much of Musk's role at this stage in Tesla's existence is to swing the hammer and introduce chaos into the system. Understandable that many are unhappy or caught off guard when he does this. This surprise and dissatisfaction may be unavoidable, but preferable to the threat of entropy. Watch Andrej Karpathy's comments on this score.
Musk will make mistakes, some major. I don't like Mark Zuckerberg, but he is another clear example of agency in a big company that comes to mind (he has made major mistakes too, some of which he clings to). Helpful to compare and contrast. I don't know that Musk's management of Twitter is applicable, because it is not a very big company. SpaceX is the same vintage as Tesla. It might be worthwhile to compare and contrast Musk's actions with SpaceX and Tesla, albeit that SpaceX's size is about an order of magnitude smaller than Tesla's. They do have roughly similar market caps.
As for the substance of this AI direction, I am still trying to understand more fully where this is all headed. Musk's expertise has been to put together disparate technologies to create wonderful products. Not all of this has been smooth. It's important to consider that this is not easy. Sometimes, the timing of each of these technology developments does not align cleanly at the product level. As an example, I wonder whether, say, three more years of work before Robotaxi would be acceptable to me as an investor.
I respect @unk45's opinions and decisions. Thanks to him for expressing those, even as he exited his investment. Most others have just disappeared from this thread, as they moved on to other discussions in other forums regarding other investments or potential investments. So far, I have no qualms with how he expresses his opinions.
Regarding Musk, we should want him to exercise his agency more, not less. With maybe a couple exceptions, executives at big companies exercise little agency and have a bias to inaction. They cannot alter course and their companies end up zombies. Much of Musk's role at this stage in Tesla's existence is to swing the hammer and introduce chaos into the system. Understandable that many are unhappy or caught off guard when he does this. This surprise and dissatisfaction may be unavoidable, but preferable to the threat of entropy. Watch Andrej Karpathy's comments on this score.
Musk will make mistakes, some major. I don't like Mark Zuckerberg, but he is another clear example of agency in a big company that comes to mind (he has made major mistakes too, some of which he clings to). Helpful to compare and contrast. I don't know that Musk's management of Twitter is applicable, because it is not a very big company. SpaceX is the same vintage as Tesla. It might be worthwhile to compare and contrast Musk's actions with SpaceX and Tesla, albeit that SpaceX's size is about an order of magnitude smaller than Tesla's. They do have roughly similar market caps.
As for the substance of this AI direction, I am still trying to understand more fully where this is all headed. Musk's expertise has been to put together disparate technologies to create wonderful products. Not all of this has been smooth. It's important to consider that this is not easy. Sometimes, the timing of each of these technology developments does not align cleanly at the product level. As an example, I wonder whether, say, three more years of work before Robotaxi would be acceptable to me as an investor.
PSA - if you’re making periodic payments with TDAmeritrade, you need to set them up anew with Schwab.
Financed a new Tesla with monthly payments from TDAmeritrade? Don’t forget to log into your Schwab account and set them up to continue through Schwab.
This is a reasoned post and I agree with most of it, the next year or so will not show a significant growth, however I believe foundations are being laid for a a return to growth in 2026-2030 and beyond. We will know more come 8/8, but for me this is a time to accumulate and hold.
Knightshade
Well-Known Member
I don't think those are contradictory at all once you recognize most media will greatly amplify any controversial thing he posts.
The vast vast vast majority of folks I hear in real life complaining about stuff Elon said on twitter didn't read it on twitter- they read a news story about what he posted on twitter.
Whereas few of those much more widely read sources are doing stories on when Elon posts anything else.
Given TBC isn't a public company, what stock do you imagine was being pumped here?
So are you advocating for Tesla to do something that most on the thread laughed about OEMs doing? If Tesla moves to have a dealer network is that great or ?
cliff harris
Member
People might follow Elon, but that doesnt mean they are obsessively following every press release by Tesla. If Tesla introduce a new color for the model Y, or a new trim, or there is a new report about the efficiency of cybertruck, Elon can tweet and ensure everyone following him hears about it. That has huge value.
Elon has 182.9million followers
Tesla hasnt even sold a car to 5% of those people YET. Thats a huge, huge swathe of people who regularly get drip-fed news and updates about the company from the CEO directly. Thats absolutely nuts.
If you want to know what bad PR looks like. Ask the super-high paid marketing execs at apple:
Re: 'Started' doesn't mean, 'planing', 'permits submitted', 'developing', 'permitted', 'support from the Gov.', etc.
Wrong again. As an architect it certainly does.
@DarkandStormy
yet =>you<= were basing your 2% of 100% right side Y axis, <==
The Left axis is irrelevant to the discussion.
I suspect you read it incorrectly for some unknown reason
If you are using bad or incomplete data or interpretation of same, just say so.
I have had to eat plenty of crow over the decades and it is easy to do when necessary
Last edited:
cliff harris
Member
Yup thats exactly what I said isn't it. Amazing analysis.
willow_hiller
Well-Known Member
You keep saying this, and yet you've produced no proof, and only shown us that you're the one willing to twist the truth to fit your agenda.
For the sake of everyone on this thread, once you've been sufficiently proven wrong, please don't keep belaboring the point. I think it's important that we refute misinformation on this thread, but it needs to be refuted and then the people in the conversation need to move on or take it to another thread.
Start another thread about the DC-NYC tunnel if you want to keep being proven wrong about it. This will be the last I'll say of the topic here.
No idea. In the old days it was rare to have to convince someone to go tesla. It was THE brand. Now it’s just the opposite. As long as they have access to the supercharger network they don’t care. So I usually just recommend ford then as they are available everywhere here and with lots of selection. A few have bought, they seem happy with their purchase. They have been buying the A2Z adapter so they can use the superchargers. They are still waiting for the ford adapter.
Anyway, tesla is building a service centre/showroom about 50 kilometres away so people won’t have to go to Vancouver to get their car or for service. That may help sales in this area.
I think it’s probably too late though. There is a strong anti Elon/Tesla mindset by EV drivers and potential EV drivers here. I don’t think one can unwind that clock. It’s no longer worth trying to convince new costumers otherwise as even some tesla drivers tell them to look at other brands. People are willing to have a lesser car if it means it’s not associated with Elon/Tesla…as long as it can charge at superchargers. At least in this area once the other manufacturers get access to the supercharger network tesla demand will evaporate.
Jmho. Not an expert.
On top of that now Tesla is offering 0% financing. The oldest trick in the OEM database of ways to drive sales. The other things are still there, price cuts, FSD deals, etc. Now 0% money when interest is not 0%. Free FSD transfer or supercharging is one thing, this is new. What does this do to q3 sales?
Hi, MP3Mike --
I'm unclear as to why a finance company would be willing to do this.
Yours,
RP
Does that help understand why no Superchargers? It is odd, especially because Santiago de Chile has one of the world’s largest municipal electric bus fleets, perhaps the largest one outside China;Might be helpful, Tesla was trying to get mining operations for lithium in Chile years ago.
The cost of green energy: lithium mining’s impact on nature and people
The head of the environmental unit of the Atacama Indigenous Council, Francis Mandoca, describes lithium mining as unsustainable
Edit: Also -
Tesla lobbying to secure lithium from Chile — report
Tesla executives held talks with the ministers of foreign affairs and mining, as well as with the leader of the development agency Corfo.
And
Chile plans to nationalize its vast lithium industry
Chile's President Gabriel Boric said he would nationalize the country's lithium industry, the world's second largest producer of the metal essential in electric vehicle batteries.
:How Santiago became one of the first cities to electrify public transport at scale
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