Search found 1754 matches

by odysseus2000
November 20th, 2019, 8:56 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

Legacy workers will want all manner of compensations for having to re-train. Folk in any business do not like having to do new stuff, they will want more money, time off for courses, expenses etc. Dealing with labour is always difficult. Reality: Workers and management realise they have screwed up ...
by odysseus2000
November 19th, 2019, 10:49 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

BobbyD Porsche employees fought to have Taycan production in Zuffenhausen Employees funded 25% of the 700 million euro investment needed to open the Porsche Taycan factory. - https://www.cnet.com/roadshow/news/2020 ... stuttgart/ This is hilarious, a lovely concoction of love for cars and self sacr...
by odysseus2000
November 19th, 2019, 6:48 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

Railways replaced canals. Canals and rivers are still use today. Trains replaced boats, boats are still used today. Some companies that built boats changed direction and made trains (and cars). Some bridge builders and engineers transitioned from canals to building bridges for the railway infrastru...
by odysseus2000
November 19th, 2019, 6:45 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

Hi dealt I am, interested in investing in stuff that makes money via growth, not stuff that limps along as sorry yesterdays story. The boom time for the railways and there investors was when Hudson was at his peak and lines were being built here there and everywhere. Fortunes were made, then there w...
by odysseus2000
November 19th, 2019, 1:19 pm
Forum: Macro and Global Topics
Topic: Calls for Armageddon
Replies: 0
Views: 76

Calls for Armageddon

Most investors/traders have a pessimistic streak that is fed by bears and most of the time causes a loss of profits.

Here are a few classic calls for Armageddon compiled by JPM:

https://twitter.com/DavidSchawel/status ... 60929?s=20

Regards,
by odysseus2000
November 19th, 2019, 1:14 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

dealtn So a box with four wheels which is pretty much the same as the established box with four wheel product, and isn't demonstrably "better" on many measurements than what it is trying to replace (and is often worse), fits your "context" criteria does it? History will be the j...
by odysseus2000
November 19th, 2019, 10:37 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

It is extremely non-trivial and very hard to change the direction of an established industry and compete with upstarts. Most times the legacy business gets creamed. This statement is so far from being true. There is a massive "survivor bias" in looking at history in this way. The vast maj...
by odysseus2000
November 19th, 2019, 9:20 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

This game is played at two levels. Ah, you mean the Twitter/Reality duality? I understand that's a problem for some companies. No I mean the propaganda & the reality, something that has existed at least since written records were created by the ancients. Most people start out believing the prop...
by odysseus2000
November 18th, 2019, 11:33 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

BobbyD You do understand that endlessly repeating something doesn't make it true don't you? Of course it looks to you like VW have left it late, because you point blank refuse to acknowledge any work they have done up to this point! There are a number of factors which have influenced VW's timing, a...
by odysseus2000
November 18th, 2019, 7:45 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

BobbyD You might find the question you pose uninteresting, but what I find interesting in assessing the validity of claims put and arguments made within this thread, and the point I was making, is that the very same poster who 5 minutes ago was claiming that VW's electrification claims were a PR sh...
by odysseus2000
November 18th, 2019, 2:41 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

If the VW numbers are real, not just for the media then VW are betting the whole business on this strategy. Surely that's exactly the logic of your own position - that EV is the future and they have to. I'm not saying I disagree, it seems like an entirely rational decision for VW, following from so...
by odysseus2000
November 18th, 2019, 2:33 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

BobbyD Again, it represents an increase from around 30% to around 40%. That's progression in a developing market, not panic. If this was happening in 2010 it would be all about progress, looking ahead, etc. But it is happening in 2019 after they have let Tesla and many other Chinese makers develop ...
by odysseus2000
November 18th, 2019, 9:39 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

If the VW numbers are real, not just for the media then VW are betting the whole business on this strategy. This may work out, but at the proposed levels of spend if anything unexpected happens the whole company will be in trouble. Historically huge changes in direction accompanied by huge spend hav...
by odysseus2000
November 15th, 2019, 7:53 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

Dundee, the electric capital of the UK: https://www.youtube.com/watch?v=uDpblnu9xUE&t=584s Regards, Very interesting video. Shows both the positive initiatives of the local Dundee Council and the challenges of persuading motorists to change to electric. Electric taxis do seem to be an ideal use...
by odysseus2000
November 15th, 2019, 2:22 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

Dundee, the electric capital of the UK:

https://www.youtube.com/watch?v=uDpblnu9xUE&t=584s

Regards,
by odysseus2000
November 13th, 2019, 10:02 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

Model 3 wins award in Germany:

https://twitter.com/elonmusk/status/119 ... 80800?s=20

Regards,
by odysseus2000
November 13th, 2019, 10:01 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

Model 3 owners are best salesforce:

https://twitter.com/tsrandall/status/11 ... 42497?s=20

Regards,
by odysseus2000
November 13th, 2019, 1:44 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

2nd part of conversation between Musk & Fridman: https://m.youtube.com/watch?v=smK9dgdTl40 Interestingly, Musk described summon as like a human learning to drive in a car park & noted that if need be traffic lights could be input via geolocation, although the better idea was to have the AI r...
by odysseus2000
November 12th, 2019, 11:29 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

by odysseus2000
November 11th, 2019, 10:06 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 3513
Views: 119337

Re: Musk endeavours

BobbyD ...but there's no benefit in laying out for expensive machinery, and 5 tons of material for it to slowly turn in to screws if you get through 5 tons of screws a week made and delivered for a fraction of a percent of the cost. In that regard it's better suited to the things you have to have l...

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