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TSLA Market Action: 2018 Investor Roundtable

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Interesting. My neighbor bought a new S and no-one showed him how to reboot. Probably the most important thing at least for me in five years.

It some point you just gotta say it's like an iPhone. It's not like they give you a tutorial when you buy it. Read the manual, go to youtube, or sign up to have someone help you. The whole walkthrough thing seems like a relic from a time when there were a lot of idle hands on dealer lots.
 
I did before requesting a link and again after your post. The statement was: "Buffet's company is being forced to buy Tesla powerpacks as part of the settlement." I looked at multiple articles which discussed net metering and grandfathering but nothing about PowerPacks. Do have a better source than the ones I used?

The settlement that included purchasing powerpacks was with Salt River Project in Arizona. Don't know if there was another similar deal in Nevada.

Large Tesla Powerpack project is quietly deployed without logos at new solar project in Arizona
 
I believe that eventually one will order a Tesla online and the car will drive itself to your home. As I mentioned before, I ordered online, got the car delivered online, payed for it online. Better buying experience than when I got my BMW 335. Tesla still going through growing pains. I absolutely hate the dealership model.

That's exactly what I proposed 10 days ago:
TSLA Market Action: 2018 Investor Roundtable
 
Tesla already guided for that possibility at the last ER - so despite yet another leaked internal for employees only email, it’s not new material information.
Its kind of funny. Musk does not have to tweet. He just has to send an email to his employees, or just to the UAW plants who are masquerading as employees, and it will show up in twitter in 15 nano seconds.

In fact Seeking Lies is full of comments that Elon could get the same effect as tweeting by sending email to employees, and they are mad at SEC for allowing that.
 
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It some point you just gotta say it's like an iPhone. It's not like they give you a tutorial when you buy it. Read the manual, go to youtube, or sign up to have someone help you. The whole walkthrough thing seems like a relic from a time when there were a lot of idle hands on dealer lots.
Except no one is going to get killed if you do something wrong on your iPhone. Even ICE cars get demoed when purchased.
 
Shareholders elect the Board, which are nominated from the nominating committee of the Board. Every public company must publish its corporate governance procedures. And most public boards carry significant amounts of D&O insurance because it's a serious function with significant liability. Looking forward to improved governance at TSLA.

Here is TSLA and every investor should understand what it's investing in, including the board. http://ir.tesla.com/static-files/c2ff3fcf-bacd-4d47-87b3-7c22bf79439f
We know that Tesla carries a low level of insurance compared to other companies. I wonder if that applies to D&O.
 
  • Funny
Reactions: callmesam
LOL - the shorts are getting really desperate tonight: TeslaCharts on Twitter
TL;DR: Shorts sent a drone up over Fremont to try and find anything a miss. In a bloviating 14 tweet thread, Teslacharts finds some “devastating” items (Sarcasm), consisting of:

- some paint on the ground
- half a dozen car bodies
- some loose cardboard

Digging through trash. Getting ready for his next job, probably.
 
And the Joe Rogan interview has a 98% like ratio!

So that's future sales of 14 million Tesla vehicles, which with an ASP of ~$50k is ~700 billion dollars of revenue, ~120 billion dollars of profit.

Clever! :D

Hi, I think that's a little pessimistic, don't you? Each new Model 3 owner is providing approx. 3 test rides/week, 12/mth, > 100/yr.

At a 1% conversion ratio of test rides to sales, that's at an additional 14 million Model 3s, Rogan Edition sold world wide. So let's not artifically limit the Model 3's addressible market. :D

Cheers!
 
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We know that Tesla carries a low level of insurance compared to other companies. I wonder if that applies to D&O.

It's the bazillion dollar question right. While the Risk disclosure is very concerning, its not specific and it's hard to imagine an Officer or Director of a public company accepting their duties without it. So two lines of defense here.......the Company's obligation to protect its Ds&Os, and an individual accepting an official role on behalf of a company without confirming ithey are adequately insured. Not sure whether a personal umbrella could ever provide enough protection.

Well be finding out soon.
 
It's the bazillion dollar question right. While the Risk disclosure is very concerning, its not specific and it's hard to imagine an Officer or Director of a public company accepting their duties without it. So two lines of defense here.......the Company's obligation to protect its Ds&Os, and an individual accepting an official role on behalf of a company without confirming ithey are adequately insured. Not sure whether a personal umbrella could ever provide enough protection.

Well be finding out soon.

I think there is an indemnity clause in the articles which will gives the D & Os quite a bit of protection so long has Tesla has funds.
 
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Reactions: NikeWings
Guess what!? I also ordered mine the morning of March 31 2016, lining up at the Tesla store early in the morning and also had a Model S for 4 years. And I do not give a rats ass if I have to wait another few months before I get it. I was perfectly fine and did not expect it before Christmas (since my estimated delivery window was Sept-Nov and applied Elon-time adjustment to that), UNTIL the delivery specialists (4 different one) started to contact me and started telling me each a different fairy tale with imaginary locations and time-frames. Yet, I was willing to jump through all the hoops they threw at me trying to give them my money before Q3 ends, but they managed to lose my car somewhere in delivery logistics hell....

TLDR: I do not want your or anybody else's sympathy, I do not even need the car for at least another year (we have 3 other cars for a 3-driver family).

For the last time people, try to understand: I am NOT screaming because I did not get my car.
I am worried about Tesla losing a very nice advantage over other manufacturers: the much better buying experience, which was an extra advantage (on top of better cars) Tesla used to have.


Thanks for sharing. I totally agree that they shouldn’t be in the position of making tens of thousands of customers hate their process of getting a $50k+ purchase which is also their first interaction with the company.

And by now these things should be fixed. Especially the part about knowing where the actual car is and communicating that to you.
 
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