Musk endeavours

[murraypaul]

Yes, there was a good Green Peace article that gave the channel stuffing numbers of sales to employees etc.
[...]
Anyone in the industry will tell you that car of the year awards, "Which" recommendations etc are all unreliable.

I give up.
A jury of 93 people from 28 different countries isn't reliable.
A single article from Green Peace is.
Tesla can do no wrong, no other manufacture can do right.

[odysseus2000]

Yes, there was a good Green Peace article that gave the channel stuffing numbers of sales to employees etc.
[...]
Anyone in the industry will tell you that car of the year awards, "Which" recommendations etc are all unreliable.

I give up.
A jury of 93 people from 28 different countries isn't reliable.
A single article from Green Peace is.
Tesla can do no wrong, no other manufacture can do right.

Now your generalising.

Tesla can do plenty wrong, other car makers can do plenty right.

But on the two specific points:

VW did channel industry stuffing to avoid more emission fines.

"Which" and "Car of the Year" are unreliable indicators of whether a car is any good and how it will sell.

Regards,

[Howard]

Yes, there was a good Green Peace article that gave the channel stuffing numbers of sales to employees etc.
[...]
Anyone in the industry will tell you that car of the year awards, "Which" recommendations etc are all unreliable.

I give up.
A jury of 93 people from 28 different countries isn't reliable.
A single article from Green Peace is.
Tesla can do no wrong, no other manufacture can do right.

Now your generalising.

Tesla can do plenty wrong, other car makers can do plenty right.

But on the two specific points:

VW did channel industry stuffing to avoid more emission fines.

"Which" and "Car of the Year" are unreliable indicators of whether a car is any good and how it will sell.

Regards,

Explain how car manufacturers influence "Which" magazine. It takes no advertising or sponsorship and relies on the thousands of subscribers who rate the cars they own/drive every year.

You told us that VW sold lots of ID.3s to their staff and now you are telling us that they have sold large numbers of ID.4s to their staff. Sounds like the VW team believe they have a winning formula for BEVs!

regards

Howard

[Howard]

I happened to drive past my local Tesla Sales Centre today. It's next to a thriving Mercedes dealership.

The contrast was surprising. A lot of shiny, second hand Mercs for sale, customers car park fairly full and one or two immaculate new cars waiting for their new owners.

Next door, and I'm not making this up, the Tesla centre had about 15 new cars in front on its forecourt, most unregistered but amazingly at least half of them were covered in dust and some had old bird droppings mixed into the dust on them.

I couldn't see any customers but the staff inside obviously didn't see the need to polish the cars.

It's certainly a different approach. I'm sure you approve Ody.

regards

Howard

[BobbyD]

The comparison was between VW giving discounts to employees to move their badly received range of ID3 and ID4 cars and Tesla not offering discounts for their much more respected offerings.

That would be the 'badly received' World Car of the Year ID.4?

The ID.4 has outsold all Tesla's combined by 365:1 so far this month in Norway which is having a cracking month.

BEV's sold MTD: 5531

VW BEV's sold: 2,403

of which badly received ID.4: 1460

Teslas sold: 4

[BobbyD]

Explain how car manufacturers influence "Which" magazine. It takes no advertising or sponsorship and relies on the thousands of subscribers who rate the cars they own/drive every year.

It's a poll of the opinions of people who were by and large too stupid to buy a Tesla...

[odysseus2000]

Tesla Q1 2021 update:

https://tesla-cdn.thron.com/static/R3GJ ... ate.pdf%22

Regards,

[odysseus2000]

Rough notes on Tesla Q1, 2021 conference call:

Model 3 now out selling all ICE equivalent and expect Model Y will be best selling car or truck of any kind.

FSD needs to be made to run on a small ‘puter, now no radar, need to get vision working, Musk confident it will be done, but when?

Big logistic problems due to Covid, but now easing.

New S expect to start delivery in May, X in Q3, aim for 2000 Plad model s per week.

Texas and Berlin volume production not till 2022.

Components a trouble and this has lead to increased prices for components.

Energy still negative, but working to overcome back logs.

Trimmed bit coin by 10%.

Still aiming for 50% production growth.

Dojo is a super computer, organised for training part of AI that is designed to make Tesla a AI company more than a car or energy company. Believe they have the most advanced neural net computer in the world which includes their auto-labelling which is progressing well. Over time plan to sell time on Dojo.

Demand for solar roof is in excess of ability to supply and some roofs are much more difficult than others, hence very different pricing. Tesla can’t lose a lot of money, so giving customers opportunity to pull out of contracts if costs have gone up. Now only selling solar with power wall and new power walls have double the power of the previous power wall, although with same energy storage. This will make all houses effectively the same, each house becoming its own utility and power walls can buffer the grid. This would have been super useful in the Texas freeze earlier this year when there was no capability to buffer the grid which then fell over. This becomes more important as the world moves to renewable power. Must occur at the local level and utility level too.

$1.5 b in bitcoin, sold about 10%. Bitcoin is a good place to park cash that is not immediately needed and which can produce a return.

Media falsifying stories such as recent crash in Texas.

Could power USA by 100 mile x 100 mile of solar. Solar is 1 gigawatt per square km, 200 MW per squire km. No new materials, no high temperature super conductors are needed to power the world with renewables. Best way to fund would be a carbon tax. Iron based cells most cost effective and useable for storage.

Prototypes are easy, volume production is very hard. Tesla first company to do large scale manufacturing in 100 years, massive global supply chains etc etc.

10 gigawatt 4680 pilot cell plant ramping up, but 12-18 months away from volume production of 4680 and expecting similar or faster from other suppliers.

FSD hoping to roll out soon via FSD subscription.

Overall:

Don’t think there is enough here to support a rise in the share price, indeed money may leave Tesla and go towards more instant gratifications. However, everything seems to be progressing as one would hope and the company is pragmatically focused on producing as much as possible of what is selling well at the moment.

Regards,

[Howard]

Margins beginning to slip? All those price reductions are beginning to affect profitability of their car manufacturing.

FT comment "Tesla margins dip on supply chain pressures."

What would they know? They're probably lackeys of VW.

https://www.ft.com/content/8ea92fb1-461 ... e1308b2316

[BobbyD]

Tesla are diversifying, now all their profits come from regulatory credits and bitcoin sales!!!

Net profit: $438million

BTC sales: $101 million

Reg. Credits: $518 million

Musk's pay packet: $299 million



Told you so:

Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.

- https://www.cnbc.com/2021/04/26/tesla-t ... 8%20months.

The common denominator to all of Tesla's really really long hardware overdues, there were some creative alternative explanations proposed around here, but no credible ones. Now officially back another 1 - 1.5 Musk years, use your own MuskTime conversion rates.

It's actually worth reminding yourself which projects are dependent on 4680...


Model S and Model X due 'very soon'. VW can convert a factory from ICE to BEV in weeks, how the hell has it taken Tesla months to convert a line from producing old model X to new model X and old model S to new model S?

What a way to run a business!!!

[odysseus2000]

Margins beginning to slip? All those price reductions are beginning to affect profitability of their car manufacturing.

FT comment "Tesla margins dip on supply chain pressures."

What would they know? They're probably lackeys of VW.

https://www.ft.com/content/8ea92fb1-461 ... e1308b2316

Automotive gross margins excluding regulatory credit:

https://tesla-cdn.thron.com/static/R3GJ ... ate.pdf%22

q1 2020 20.0
q2 2020 18.7
q3 2020 23.7
q4 2020 20.8
q1 2021 22.0

As so often the FT is confused about even simple matters.

The legacy business like "Which", FT are failing investors. The FT has been relentlessly negative on all the major growth stories of the 21st century, "Which" is reflecting on what legacy auto is telling it, not on the specific products etc. For decades publications like these have under served their subscribers and only now is it becoming clear how bad a job they have done.

Regards,

[Howard]

Margins beginning to slip? All those price reductions are beginning to affect profitability of their car manufacturing.

FT comment "Tesla margins dip on supply chain pressures."

What would they know? They're probably lackeys of VW.

https://www.ft.com/content/8ea92fb1-461 ... e1308b2316

Automotive gross margins excluding regulatory credit:

https://tesla-cdn.thron.com/static/R3GJ ... ate.pdf%22

q1 2020 20.0
q2 2020 18.7
q3 2020 23.7
q4 2020 20.8
q1 2021 22.0

As so often the FT is confused about even simple matters.

The legacy business like "Which", FT are failing investors. The FT has been relentlessly negative on all the major growth stories of the 21st century, "Which" is reflecting on what legacy auto is telling it, not on the specific products etc. For decades publications like these have under served their subscribers and only now is it becoming clear how bad a job they have done.

Regards,

I think you are very confused about "Which".

It isn't a business. I could bore you with detail but I'm not sure you are interested in facts. They might get in the way of bias.

"We’re 100% independent
We’re not influenced by third parties and we don't accept freebies from product manufacturers or retailers. We have no owners, shareholders or government departments to answer to, so we work entirely on behalf of you, the consumer – nobody else."

I have a feeling that if a couple of positive comments about Tesla from "Which" were quoted you'd suddenly be a keen supporter.

regards

Howard

[odysseus2000]

I think you are very confused about "Which".

It isn't a business. I could bore you with detail but I'm not sure you are interested in facts. They might get in the way of bias.

"We’re 100% independent
We’re not influenced by third parties and we don't accept freebies from product manufacturers or retailers. We have no owners, shareholders or government departments to answer to, so we work entirely on behalf of you, the consumer – nobody else."

I have a feeling that if a couple of positive comments about Tesla from "Which" were quoted you'd suddenly be a keen supporter.

regards

Howard

There is marketing and there is reality.

Sure "Which" trades under its "consumer only" mantra, but in reality "Which" makes all kinds of wild calls. These are always later justified as honest mistakes, but what ever the cause, the reality is that "Which" is far from the objective, unbiased purveyor of information and over the years they have made some terrible recommendations and some remarkable factual errors that are inconsistent with a magazine that prides itself on sorting the wheat from the chaff for its subscribers.

Regards,

[odysseus2000]

Sandy Munro on this E for electric, discusses some BEV tech with his usual no holds barred open mouth. This includes battery swapping (no chance) and Lidar (no chance). He is convinced that forward looking infra-red which can be false coloured to very high resolution images will dominate going forwards and that head up displays will soon be forgotten.

For anyone interested in what is likely coming in BEV, this 27.09 minute, video is full of useful stuff:

https://youtu.be/vbaqrI-xDvo

His final advice is that if you want to know what is coming, ask a 15 year old boy what he would like in a car.

Regards,

[BobbyD]

Sandy Munro on this E for electric, discusses some BEV tech with his usual no holds barred open mouth. This includes battery swapping (no chance) and Lidar (no chance). He is convinced that forward looking infra-red which can be false coloured to very high resolution images will dominate going forwards and that head up displays will soon be forgotten.

For anyone interested in what is likely coming in BEV, this 27.09 minute, video is full of useful stuff:

https://youtu.be/vbaqrI-xDvo

His final advice is that if you want to know what is coming, ask a 15 year old boy what he would like in a car.

Regards,

You do know Munro trades Tesla stock?

https://youtu.be/HZ19jzO3_Lo?t=3506

Probably more ethical to disclose that at the time than retrospectively...

[odysseus2000]

BobbyD
You do know Munro trades Tesla stock?

https://youtu.be/HZ19jzO3_Lo?t=3506

Probably more ethical to disclose that at the time than retrospectively...

I expect everyone who talks Tesla and BEV has a handle in the equity and derivatives market. Anyone who thinks everyone who talks on the media is an honest broker, holding no stock, is likely not worth listening too.

Thank you for the reference to Munro, buying $20k's worth of Tesla equity and endingup with $170k's worth which he then liquidated into cash. Great job!. That type of return tells me that Munro is someone worth listening too.

However, I don't share his view of 3 wheelers which imho are too small and too dangerous to be anything but a niche market. Of course I could be wrong and Munro does explain how he expects the 3 wheels to be electronically incapable of being blown over.

Regards,

[odysseus2000]

Tesla may never achieve FSD according to its latest 10-Q:

https://twitter.com/smartertrader/statu ... 91425?s=20

Interesting.

Does this mean they have done it and are giving an opportunity for investors to get in, or that they have hit some fundamental limit.

Regards,

[BobbyD]

Tesla may never achieve FSD according to its latest 10-Q:

https://twitter.com/smartertrader/statu ... 91425?s=20

Interesting.

Does this mean they have done it and are giving an opportunity for investors to get in, or that they have hit some fundamental limit.

Regards,

I need an 'I told you so' Macro...

That there is a non-zero chance that Tesla fails to develop FSD should come as a surprise to absolutely nobody who is considered competent to buy and sell shares.

Wouldn't Musk operating in the interests of non-shareholders at the expense of shareholders be mildly illegal?

[odysseus2000]

Munro Episode 3 Ford Mustang:

https://youtu.be/sq_cQWYMoC8

He looks under the car and is impressed, lots of casting parts and other good stuff.

Regards,

[BobbyD]

Munro Episode 3 Ford Mustang:

https://youtu.be/sq_cQWYMoC8

He looks under the car and is impressed, lots of casting parts and other good stuff.

Regards,

You know in that clip where he said he sold his Tesla shares because he wanted to invest in another car company? Any idea what he bought?