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What Question Would You Like to Hear at the Shareholder Meeting?

Discussion in 'TSLA Investor Discussions' started by SteveG3, May 17, 2015.

  1. SteveG3

    SteveG3 Active Member

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    Suggestion for Upcoming Shareholder Meeting

    The annual shareholder meeting is a little over three weeks away.

    I've always found live Q&As between Elon and Tesla and/or TSLA owners very entertaining and often quite revealing. Of course, at times, many of us are left wishing those who had the opportunity to present a question had asked Elon something else we'd had in mind.

    This winter, Elon did a Reddit "AMA," on SpaceX. Reddit has a voting system that moves a particular question posed toward the top or bottom of an open list depending on how many people like the question in relation to other ones. This format allowed us all to have some impact on which questions Elon choose to answer, even if the particular question we added to the list was not chosen.

    So, my suggestion is that Tesla combine these two formats. Open the floor as usual to live questions to those who have made the effort to come to the meeting, but also have some questions chosen by a Reddit-like voting process that will more effectively represent what we are collectively interested in, and open the floor to those of us for whom showing up in the Bay area for the meeting is a bit more challenging (fwiw, I could see Tesla either creating a page on their website for this, or arranging something with Reddit). These two different sources of questions could be blended in whatever proportion Tesla wants to try out. The Reddit voting and selection of questions could be done before or during the meeting.

    Any interest?
     
  2. SteveG3

    SteveG3 Active Member

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    the meeting is just over three weeks away.


    I'd ask:

    "You've suggested we'll see a 400 mile range Tesla around 2020. If this were paired with SuperCharging dropping to 15 minutes or less, I think the appeal of such an EV over an ICE vehicle would be obvious to the vast majority of the public. What do you see as the prospects for such SuperCharging in the next 5 years, or 10 years?"



    Note, I do realize one could say home charging would still be an issue for a fair amount of people, but in my view, the very large part of the market for whom this is not an issue would leave Tesla supply constrained for at least another decade beyond 2020.
     
  3. Larken

    Larken Member

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    I'd ask what their plans are for Gigafactory #2 and beyond as it's obvious that the need for batteries vastly outgrows what one single GF can produce. I'm sure the Tesla management has plans for this.
     
  4. blakegallagher

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    #4 blakegallagher, May 17, 2015
    Last edited: May 17, 2015
    I would really, really like to hear all of the questions. I am going to try very hard to be there next year. I of course say this every year.

    I agree with larken on Gigafactory. I would like him to expand on the "gigafactory as a product" concept he had mentioned. I am wandering if they have a price they would charge and if they had any customers yet :)
     
  5. dalalsid

    dalalsid Member

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    When will the Model 3 deposits open and what will they be?
     
  6. daniel Ox9EFD

    daniel Ox9EFD Member

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    Please ask them what kind of price points do they expect to get with grid storage by 2020 and what is their opinion on eos.
     
  7. austinEV

    austinEV Active Member

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    I want someone to straight up ask why they bragged about >1000/wk production ramp in Q4 of last year but have not run at that rate since. I know the party-line answer, is that that post was referring to *parts* of the line that are 1000/wk or that that rate requires 3 shifts or something and they are not doing that anymore. I would like to hear a straight answer on why there is a mismatch between the apparent capability and actual output.
     
  8. SBenson

    SBenson Active Member

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    I think there is a subtle difference between capacity and utilization. It might not be appropriate to expect 100% utilization rates especially for an extended period of time.

    Anything can lower utilization. Workers who called out sick, missing parts, broken machines, etc.
     
  9. arondaniel

    arondaniel Il Sessanta Caricato

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    After last time, I would prefer they ask curated or up-voted questions only. The in-person questions seemed to focus on day trading and lunch dates. Very disappointing.
     
  10. austinEV

    austinEV Active Member

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    Right, and TMC is a great source for such theories. I would like the man to explain it. If it is simple "we stopped overworking our people" great. But... there is always a follow-up. Why brag about the unsustainable capacity of 1000/wk? Seems like you buy a chocolate sheet cake for the workers and don't say a thing if you never planned on continuing it.
     
  11. SteveG3

    SteveG3 Active Member

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    I just want to reiterate my suggestion that someone ask Elon tomorrow how he sees the prospects and potential timeline for substantial improvements in SuperCharging speed. How probable does he see 15 minute SuperCharging, and by roughly what year? What's the fastest he sees SuperCharging getting, how probable, by when?

    I say this as,

    - Elon's already suggested we'll see 400 mile Tesla's in 4-5 years. If this were combined with 15 minute or less SuperCharging, the only remaining argument I can see for an ICE car is the "vroom vroom" sound some consumers actually like to hear. At that point, it will be nearly globally obvious that EVs of Tesla's caliber are decidedly preferable to ICE offerings.

    To put this in context... market participants wonder what S/X sales will be this year, next year, etc. Will they hit 100K year in 2016? Will they be hurt by the Model 3 introduction? Well, if there's a 400 mile Model S/X in 2020 with 15 minute or less SuperCharging, that all becomes pretty moot. I say this as I'm highly confident that such an S/X and every EV of similar caliber made by another manufacturer (which looks likely to be a modest amount in 2020) would replace an ICE sale in 2020. That is, S/X would not be "defending" a 150K portion of the large luxury sedan/SUV market, but virtually the whole market would choose Tesla quality EVs. Nearly the same will be so for the Model 3's price range.

    - It's been nearly two years since we heard JB suggest the aspiration is 5-10 minute SuperCharging. We've heard nothing since as far as I know, and the would be competing technology to SuperCharging, battery swap, is now something Elon sees as not likely to be deployed outside of commercial applications (i.e. trucking).

    - Bottom line, I think a large improvement in SuperCharging speed is a massive lever in convincing the bulk of consumers that they'd prefer a Tesla quality car, but it is almost never discussed.
     
  12. Jonathan Hewitt

    Jonathan Hewitt Active Member

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    I really like this one. Today at the conference Elon said they are looking at faster supercharging so it might be something he would like to talk about. Certain topics are easier than others to get Elon to spill the beans on.
     
  13. Johan

    Johan Took a TSLA bear test. Came back negative.

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    How is it that two distinguised members of Tesla Motors Club started overlapping threads with communicty questions and now both are asking similar questions? :)
     
  14. SteveG3

    SteveG3 Active Member

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    Lets not waste that question on Elon ;) I started this thread in the investors section, and a few days later AIMc started a thread in the Tesla Motors section. The moderators moved AIMc's thread into the investor section... and now we have two threads on the same topic. People made the effort to ask some good questions in both threads worth being seen. heh, heh, though too late at this point, I'll put in a plug for my part Reddit-like source of questions for those of us who can't make it to the meeting for next year.

    - - - Updated - - -

    Thanks. Again, I think it's fair to say if there were a Powerful Lever to Shared Information statistic this would be tops... we know they think they'll get battery costs under $100 by 2020, we know they plan to do multiple GFs, auto plants in multiple continents, but knocking out the last thin pro ICE argument, we know nearly zilch about.
     
  15. brianman

    brianman Burrito Founder

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