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  1. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Has the Buffalo, NY factory stopped making supercharger equipment?
  2. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Or that a team of 500 people (that's massive) wasn't getting strategic goals done. Plenty of supercharger expansion, but it wasn't hitting the most needed spots. I enjoy road trips and I keep an eye on the map on supercharger.info. For example, Phoenix has seen growth in multiple locations...
  3. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Tesla is still installing new supercharger locations. The network is still expanding.
  4. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Sales have increased dramatically since 2021. Energy sales have increased significantly FSD has progressed significantly Optimus. GigaTexas GigaBerlin Semi. Tesla has grown and advanced significantly since 2021
  5. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You stated that the stock price behavior has been the fault of Tesla / Elon. What has Tesla done that matches the fall on stock price?
  6. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    What has happened to Tesla since 2021? Continued rapid growth and innovation. I propose that your perception has been influenced by media outside of Tesla. Or please share how Tesla's growth has been different over the past 30 months as compared to the 2018 to 2021 period.
  7. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon offered X Space to all candidates. DeSantis took that offer. Elon did not endorse any candidates, as far as I know.
  8. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    "Delays are temporary. Mediocrity is forever." - Victor Ireland, Working Designs
  9. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If that is accurate, and if the 500 number is close to accurate, then yes I can totally see it. 500 seems like a ridiculous staff count for that process.
  10. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes. However, the more likely scenarios are either: A. The account owner has had a significant change in views over time. Or B. The original account owner abandoned the account, the password was compromised in some fashion, and a bad actor has taken it over to use for their purposes while...
  11. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, drivers are expensive. Also. It's safer to get in a robotaxi that has a uniform experience each time you ride rather than the unknown experience with each different Uber driver.
  12. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon stated the Reuters article was lying. Franz told people not to believe everything you read. Elon said he was focusing heavily on robotaxi but not betting the company. No one at Tesla has said the next generation consumer model is canceled Elon has stated supercharger location...
  13. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    How many of the original supporters were only ok with supporting Elon so long as he spoke in agreement with their programmed political views? Critical thinking is nearly non-existent once politics are involved in the USA. Elon's views are based in logic and science, not loyalty to a political...
  14. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon is very competitive. I don't think he will accept a reduction. He will push for more sales, even if it only exceeds last year by 1 vehicle.
  15. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For voting? What's the urgency? It will be open for some time.
  16. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Load thread... oh, 7 unread pages, maybe some interesting news and conversation Turns out 4 pages are people responding to a bad faith account. You're helping to spread FUD by engaging and giving them more attention. Some of those accounts are paid jobs. People are literally paid to make...
  17. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Or you could just post a number or screenshot instead of making others go look it up. Thanks for your help. 🙂
  18. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The Roadster prototype was revealed at the end of 2017 and described as the Roadster 2020. That would make it 3.5 years late from that estimate. It was not promised. It is also likely the lowest priority for Tesla. As a fan, it is the most anticipated product for me and im disappointed by...
  19. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Posted an hour ago. Doesn't seem like someone that hates his former employer.
  20. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't know. I'm pessimistic, in general, about software schedules due to my career experience. However, I understand exponential growth. All previous bets are off at this point. It might get wild more quickly than we expect... and it might not.
  21. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Demand is greater than supply. All AI focused hardware has waiting buyers.
  22. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The A.I. hardware spend is a good move, even if it was part of driving free cash flow into the negative. A.I. is the new gold mine. Companies that don't go heavily into A.I., or fail with it, aren't looking at 2nd place... they're looking at being the next Kodak or Blockbuster. Elon is in the...
  23. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    For the hundredth time, it's just an "honest mistake." They wouldn't do it intentionally to manipulate. Everyone should definitely keep reading them, keep trusting them, and keep shocked Pikachu ready for the next hundred times.
  24. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't see a reason not to allow existing vehicles to become cabs. As long as they can work, then why not.
  25. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Great way to manipulate readers, lying by omission. That would be awesome!
  26. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    If 18s will fit. I did exactly this on my 2013 Model s and was happy with the results. However, I looked into a performance model 3 around 2019 / 2020 and, at least for a time, 18s would not fit due to the brakes.
  27. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The long range has more range, tires on smaller wheels that last longer and are less likely to be damaged and likely perform better in weather events. I would pick the performance but not everyone will.
  28. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon has said, on multiple earnings calls, that Tesla is going to continue buying as many batteries as possible from other suppliers going forward. He wanted to reassure them that more batteries are needed and Tesla's efforts into 4680 production are meant to compliment their supply not replace...
  29. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hands are required on the steering wheel when FSD is active.
  30. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    You can't estimate hardware and software ready for Optimus like this and have any accuracy. Stopped reading there.
  31. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    See Krugerrand comments about humanity. Integrity is doing the right thing always, not just when it benefits the person directly.
  32. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Regardless of how anyone views Elon and Tesla today, the vote is about a contract made in 2018. Elon met all of the obligations for that contract. Anyone voting "No" tells me they are the type of person that would not hold to integrity but instead would be opportunistic regardless of prior...
  33. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I saw that and I believe the comment was along the lines of: releasing the new high end model 3 today would be a sign that Tesla is attempting to soften a terrible earnings report. I don't recall who wrote that post. It may be accurate. We will know in a few hours.
  34. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Elon has stated a new referral program is coming. X is the place for news first and most accurately. Any investor not using X is at a disadvantage in information timeliness
  35. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, but changing paint color on the plaid S is now an additional fee again whereas all colors were included for a while. So not much of a reduction unless you take the default color. I keep an eye on the Plaid... for reasons...
  36. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That may be temporary. In most organizations, when someone leaves, that person's direct reports automatically become direct reports of the next level up, which the person that left had been reporting to.
  37. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    To put some context on this: The average tenure I see of IT people is 2 to 5 years before moving on. The teams I manage now, my average is probably just about 4 years. My personal record for longest stay at a company is just shy of 9 years. Tenure at Tesla for people reporting to Elon is...
  38. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I don't get it. To me, this is like watching your favorite cartoon or drama series and being surprised or amazed when the villian shows up in each episode and behaves like the villian.
  39. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I disagree. I think the Stock Price would be exactly where the options market dictates , which may be 180-190 or might be exactly where it is now.
  40. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Every time, save one, that I've given free time to an employer, it was not respected or valued. I'm done doing that and my attitude is common now.
  41. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    1. FSD is not at a point where someone can work while it drives 2. I'd rather work 9 hours per day while enjoying music during my commute than work 11 hours per day. Companies in the USA will laugh at you if you ask them to count your working commute towards your hours.
  42. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Multiple lies said by Steve. Went uncontested.
  43. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I agree with your complaints about communication. That has always been a huge weakness for Tesla. Regarding the cybertruck resell: my understanding is that, at least once, the owner became blacklisted from buying another Tesla.
  44. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Agreed that how it was communicated to employees was very poor. Disagree about losing the best people. If upper management tells department leaders that the company is laying off 10% and they need to submit names, those department leaders are going to name their worst employees. It's relative...
  45. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    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.
  46. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So you've never had a large company
  47. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Seems like confirmation that Elon has decided to bet the company again. I think it's unnecessary to take that approach at this point and adds risk that wasn't needed. Elon has a good track record. Time to decide in / out again for the ride.
  48. Drumheller

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That's not answering the question. Is it manipulation to make money from stock swings or is it a rational and accurate value of the company?