Musk endeavours

[odysseus2000]

When a convincing argument exists for a business to be in trouble, then the share price will have long since moved downwards. In investing one has to front run events.

So you are saying that you have no convincing argument to substantiate your frequent claims that German Auto is a dead industry walking... it's nothing more than a belief which conveniently dovetails with your vision of Musk as the new messiah.

VW are currently not available, they might sell for the quoted prices they might not have enough batteries, who knows. Until one sees cars in showrooms and the price tag it is impossible to know. The problem for VW is if they push electric then the sales of their IC cars fall, making it an unpleasant place for them.

VW are currently successfully selling a car with half the range and less interior space for 16% less...

If Tesla’s updates are like updates to my ipad, they might cause some unexpected dangerous driving issues in the future.

A point made in the video linked above which Ody really didn't like was that if you tinker with an AD then you are effectively back to 0 miles driven. That might be fine if you are running a monitored pilot under a restrictive licence, but simultaneous update to hundreds of thousands of cars being driven by civilians in the wild? Imagine driving to work the day after the Tesla equivalent of the iphone updates which bricked significant numbers of phones. If you are lucky it will stop them taking to the road, the alternative could be rather less pleasant.

This is a strong point in favour of another argument made in the vid, AD based on opaque AI carries a significant risk. You can't analyse the decision making process before you roll it out, only run samples. Fine for playing chess, arguably not so good for controlling two ton chunks of speeding metal.

Investment is a business of operating when only a small subset of information is known & one has to make plausible assumptions & act upon them. It has always been this way.

Regards,

[Howard]

It looks as though deliveries to customers are beginning

see:

https://tff-forum.de/viewtopic.php?f=86 ... 23#p635723

No news on the Autopilot yet.

Howard

[BobbyD]

It looks as though deliveries to customers are beginning

see:

https://tff-forum.de/viewtopic.php?f=86 ... 23#p635723

No news on the Autopilot yet.

Howard

This might be why some companies spend months building up an inventory before launching a new model or entering a new territory.

[BobbyD]

Flicking around the english language model 3 forum, and I must admit I was a little surprised by this thread: https://teslamotorsclub.com/tmc/threads ... ay.142845/

Not so much the OP who purports to have had 6 service calls in as many months for

Charge port door wouldn't open.
Frunk latch replacement.
Leaking seal in rear trunk.
Lights in trunk missing.
Car wouldn't charge - week 1.
No dual tone horn.
Window's on passenger side wouldn't roll all the way up.
Passenger side mirror wouldn't retract.

which if he'd been paying would have set him back around $6k.

But by this response:

I get being serious Garlan. You are talking about issues that you haven't experienced yet. The warranty is still working for you. As others have mentioned they seem delivery related and being solved for you. You have seen and talked about these issues with others that have waited in line to get the car. I would say you are well versed and knew the car you were buying. Putting 50k in a car in one year requires a little if not a lot of faith in that car. As your are in for the long run. I am in the same boat as you, but we have different outlooks.

Maybe if three out of four of your suspension parts failed at 1500 miles past warranty, and Tesla said no coverage....Which they are entitled to do by the way. Well then you have something to at that point in time be concerned about. Till then. The Model 3 you took delivery in August was a work in progress. Tesla are ironing out the issues. Takes some time. I just think to throw some burnable carbon on the fire at this time solves nothing.

Ouch!

[odysseus2000]

Five reasons not to buy a Tesla. This guy has put a lot of thought into this & comes up with his reasons, all of which might play well with Tesla haters, but Imho all of them are wrong & I think he just does not get how important electric traction will be, but I am sure some will like & agree with him, I just doubt it's the folk in the social strata who will be prime candidates to buy a Tesla.

https://youtu.be/6vo9e8dXoIg

[BobbyD]

Shell buys Sonnen, Tesla’s competitor in the home battery business
The acquisition follows Shell's purchase of EV charging company Greenlots.

- https://arstechnica.com/information-tec ... -business/

[odysseus2000]

A positive view of Tesla on Scotty's channel:

https://youtu.be/dmXNMOtIR4w


Regards,

[Howard]

Sorry to keep repeating - forget engineering. To be successful in selling cars long term you have to be good at Service and Marketing.

Tesla seem to have problems delivering to Europe. Which is not surprising! They don't seem very good at the simple things. Rumour has it that they have fallen out with their European PDI and preparation partners - already!!

https://electrek.co/2019/02/15/tesla-en ... ry-europe/

Surely delivering a few cars to European customers isn't rocket science?

regards

Howard

[BobbyD]

Sorry to keep repeating - forget engineering. To be successful in selling cars long term you have to be good at Service and Marketing.

Tesla seem to have problems delivering to Europe. Which is not surprising! They don't seem very good at the simple things. Rumour has it that they have fallen out with their European PDI and preparation partners - already!!

https://electrek.co/2019/02/15/tesla-en ... ry-europe/

Surely delivering a few cars to European customers isn't rocket science?

regards

Howard

One does sometimes wonder if Tesla end up doing everything themselves in house because Musk genuinely believes that out specialising specialists in seat production and microchip design is feasible and a good use of resources, or because he is incapable of working with third parties.

Hell, 'autopilot' is just a way to avoid letting go and giving control to the customer...

[odysseus2000]

Who owns a Tesla & what can the owner do? Interesting video:

https://youtu.be/okLgtYgnd7A

This situation is not just Tesla. I recall Clarkson having to plead with Ford not to shut his car down when he couldn't recall his password.

Still ownership & what that means are becoming more complicated.

Regards,

[Howard]

There do seem to be delays in getting cars to customers in Europe. Won't bother giving links at present because it's all guesswork but a number of commentators are wondering if the ICO problem is that their inspectors have been finding too many faults in the shipped cars. ICO is a very large operation who have long experience of inspecting Japanese cars coming into Europe amongst others. Perhaps their standards are too high for Tesla?

Ody, are you long or short on Tesla at the moment? I've never considered myself competent enough to explore shorting. But given the ability, I'd be tempted to short Tesla now. US investors don't seem to be following the European situation at the moment. They are too dazzled by "Dog Mode" But this is beginning to look a serious problem for Tesla. Cash flow implications could become significant. Not to mention the parking charges on shiploads of unsold cars!

regards

Howard

[odysseus2000]

There do seem to be delays in getting cars to customers in Europe. Won't bother giving links at present because it's all guesswork but a number of commentators are wondering if the ICO problem is that their inspectors have been finding too many faults in the shipped cars. ICO is a very large operation who have long experience of inspecting Japanese cars coming into Europe amongst others. Perhaps their standards are too high for Tesla?

Ody, are you long or short on Tesla at the moment? I've never considered myself competent enough to explore shorting. But given the ability, I'd be tempted to short Tesla now. US investors don't seem to be following the European situation at the moment. They are too dazzled by "Dog Mode" But this is beginning to look a serious problem for Tesla. Cash flow implications could become significant. Not to mention the parking charges on shiploads of unsold cars!

regards

Howard

Long Tesla at the moment, wouldn't think to short Tesla given what I expect re-news flow, but I could be wrong!

[BobbyD]

CO2-neutral production

Volkswagen is increasing the use of renewable energy in production with
the aim of continuing to reduce its environmental footprint. Since 2010, the
brand has reduced its CO2 generation worldwide by 40.4 percent with its
Think Blue. Factory. environmental programme. As part of reducing the
environmental impact of production, the factors of energy, water, waste
and solvent emissions are being consistently reduced alongside the CO2
indicator. By 2018, we brought down the consumption of resources at our
locations by 30 percent compared with the baseline year of 2010. By 2025,
we want to achieve 45 percent. Our vision is the Zero Impact Factory – the
footprint of 100 percent carbon-neutral production without any impacts on
the environment. In order to achieve this goal, Volkswagen locations in the
global production network are systematically exchanging experiences about
their specific concepts for success and they are adopting best-practice
measures from each other with the aim of generating additional potential
savings.


Zwickau will build the Volkswagen ID. with a CO2-neutral footprint
The measures implemented over the past nine years have already resulted
in a total reduction in CO2 of 66 percent compared with the year 2010 at the
Zwickau plant – while simultaneously increasing the volume of vehicles
produced by three percent. From the end of 2019, the ID. will be produced
with an entirely carbon-neutral footprint at the facility. This will be possible
owing to high levels of energy efficiency, a highly efficient compact
cogeneration plant at the facility and the use of Volkswagen Naturstrom®
green electricity generated from 100 percent renewable energy such as
hydropower. The paint facility is going to be assessed and analysed with a
view to achieving additional potential savings. This area is the process stage
with the greatest environmental relevance throughout vehicle production.

https://www.volkswagen-newsroom.com/en/ ... ation-4544

[BobbyD]

A little historical context

Hybrid petrol/electric with regenerative electric motor assist. Also comes with semi automatic transmission and self starter.



https://www.bonhams.com/auctions/23133/lot/152/

Decent little runner: https://www.youtube.com/watch?v=OxNzLS6 ... e=youtu.be

Also in 1896 Utah becomes the 45th state.

I'm becoming a little interested in how the hell we ended up in an oil monopoly for the last 100 years.

[BobbyD]

Tesla big battery is holding its own in a burgeoning energy storage market
The South Australian battery pockets $4m as the market looks to unlock multiple potential value streams

- https://www.theguardian.com/technology/ ... age-market

[odysseus2000]

Tesla used car buying, or not as this turned out to be. It is as good a video as one could imagine to put someone off buying a used Tesla from Tesla & quite amusing in a sad sort of way, especially in the little rant his mother has:

https://youtu.be/AgMTx_xFezM

Regards,

[BobbyD]

Tesla used car buying, or not as this turned out to be. It is as good a video as one could imagine to put someone off buying a used Tesla from Tesla & quite amusing in a sad sort of way, especially in the little rant his mother has:

https://youtu.be/AgMTx_xFezM

Regards,

Ouch!

[odysseus2000]

The used Tesla buying pantomime continues:

https://youtu.be/pxSQuGeoug8

This is so bad I laughed long & hard.

Regards,

[odysseus2000]

The final video in the saga:

https://youtu.be/ezqwfha-BZ8

After this I begin to think my 19 year old Mercedes isn't too bad.

Regards,

PS Am I selling my Tesla equity? No way. If folk will put up with this kind of treatment & then smile & be in love with their cars, the brand has something incredible.

[PeterGray]

PS Am I selling my Tesla equity? No way. If folk will put up with this kind of treatment & then smile & be in love with their cars, the brand has something incredible.

Yes, but the problem is that a lot of the incredible stuff the brand has is the Musk generated hype. Great while it lasts for shareholders, but it's the sort of thing that can come to an end quickly. Notice how far he overreacted to being told his "sub" wouldn't work in a real cave rescue. He knows how much he has to protect the hype.