K_Dizzle
Member
The last words in the interview were quite something. “Mars doesn’t have an extradition treaty with the US.” This guys argument were weak as hell. People say that Tesla bulls are delusional
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bdy0627
Active Member
vinvin218
Member
Added some more at 277 today, my last purchase of TSLA was at 165
vinvin218
Member
can't waste Jim Chanos' hard working right?? he tried so hard to knock down for such a good deal...lol
bhtooefr
Active Member
This really is how Keller does things, though - he works on the ground work on a project, getting the architecture right, and then moves onto something else.
That likely means that Tesla didn't have a something else for him, and given that there's reports of him wanting to work on microprocessors and that's why he went to Intel from Tesla, it may have simply been that he wanted to do something other than what Tesla needed.
And Tesla is clearly moving forward aggressively with development of its AI chip:
While Keller is leaving, Tesla is reiterating its commitment to developing its own chips with the team that Keller helped put together.
A Tesla spokesperson added:
“Tesla is deeply committed to developing the most advanced silicon in the world and we plan to dramatically increase our investment in that area while building on the world-class leadership team we have in place.”
A Tesla spokesperson added:
“Tesla is deeply committed to developing the most advanced silicon in the world and we plan to dramatically increase our investment in that area while building on the world-class leadership team we have in place.”
Tesla’s VP of Autopilot and chip guru Jim Keller is leaving, another former Apple chip designer is tapped
Maybe he meant that the Model S will be 8 years old by the time the Mission E production starts?
This podcast has both bull and bear arguments with a overarching bear slant due to the host's views. Rob Maurer does a good job in the bull interview.
Adventures in Finance: A Real Vision Podcast
And we're green.
Director of National Economic Council Larry Kudlow is on CNBC right now. He's going to China to discuss trade and tariffs. He noted the need for the Chinese to greatly reduce their tariff on auto imports.
MartinAustin
Active Member
GREEN... for want of a better word... is good.
Weird that Chanos does his best to wreck the stock, and news of Jim Keller moving on happens on the same day. but TSLA is up.
I guess the investment community knows that of course Chanos is going to say a bunch of negative stuff. He is short the stock.
And that Jim Keller spent 3 years at the company already and probably has made a solid contribution... and that the software side of self-driving etc. is unchanged, since Keller had nothing to do with that.
Weird that Chanos does his best to wreck the stock, and news of Jim Keller moving on happens on the same day. but TSLA is up.
I guess the investment community knows that of course Chanos is going to say a bunch of negative stuff. He is short the stock.
And that Jim Keller spent 3 years at the company already and probably has made a solid contribution... and that the software side of self-driving etc. is unchanged, since Keller had nothing to do with that.
Not sure I trust the opinions of anyone that takes Smiegel's insanity seriously.
Indeed. Keller was a Tesla vice president in charge of designing the Autopilot chip. Apparently the latest chip design is complete and his work is done. Other highly regarded engineering managers continue to be involved in updating the Autopilot software and Autopilot mechanical hardware.
Those who would short TSLA along with Chanos have likely already done so, as implied by the latest short interest number. They have heard Chanos' same tired arguments repeated many times before. The TSLA price low ten minutes after the opening this morning may eventually be recognized as the Chanos bottom. A positive reaction to guidance during the upcoming Wednesday conference call could solidify that.
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JRP3
Hyperactive Member
Clearly his deep concern for our financial health. Just a good Samaritan doing his duty.
K_Dizzle
Member
Kurt, I agree completely. Now as a side note, and this is coming from a good place. I clicked on the link to your website and all I can say is that 90's called and theyre asking for the designs back. You should look into updating it, unless of course you dont care about it anymore.
I don’t.
That said, I don’t think they are in a cult, nor do I think they believe ridiculous things. I think they are acting as Mercenaries of Misinformation, and repeat political ad campaign-like nonsense at high volume in both senses of the world to try to sway the public.
It’s easy to just dismiss Chanos as ‘dumb,’ but I don’t think he’s ‘dumb’ at all. I think he’s well smart enough to rip apart everything he says as nonsense without any assistance from any of us. I think that’s part of the reason he presents it with so much false, ‘authoritative,’ bravado- bluster in abundance to sell the bluff with as little questioning as possible.
What’s more, I think there is a strong chance that the large majority of the far far off the charts total short position in Tesla for over 6 years straight is a similar financed campaign with a larger under the radar motivation. If this is what’s going on with the firehose of nonsense and the 6 year plus extreme short position, it’s not so hard to imagine that they are two tools of the same campaign.
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