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I get so annoyed reading what people write here with no sense of actual thinking and wish to point a few things out over the last pages of discussion. Yes Elon is very talkative, yes he makes mistakes, yes he has not handled the transition politically correct and surely have also caused other...

Very constructive. While I see the comment they make and you make I do not see the value of it for discussion. So based on your judgement no matter what they are saying, what are in your mind the 3 most likely outcomes in the case of Ukraine? If one does not prepare for the scenarios and cannot...

Another option is that they simply have engines or tooling left from say the old Model S Raven (saw that it was model 3 reuse) or whatever with proven longevity and chose to continue using that for the Semi, one engine like that for speed maintenance as I believe the one might be quite efficient...

Nothing has more degrees of freedom than Elon attempting to buy Twitter. It is simply unreal. The week just got a tad more interesting yet again. Too bad the NDA's are supposedly strong and if anything will just be lawyer assertions.

Very good anecdote, I have heard some insane horror stories from Volvo Cars even quite recently regarding chip purchasing. As chips that are urgently needed are based on spot prices and changes continuously, any changes in the set price has to be approved up the chain as any change in cost Times...

To add, the one game theory criticism I can think of if one always decides to settle is that it incentivizes further lawsuits/class actions against a company. Everyone know that as long as you have any kind of small chance to win, you will get a settlement out of it (Elon Flight Attendant?)...

While true in essence we all know how much Elon has fought and despised short sellers and false narratives. He always does stand up to bullies and to stand hand in hand with them on other issues while that is ongoing is not in character of him from anytime ever. At this stage maybe it is time...

This point really has to be reiterated and expanded on as to make the comment made by Elon not seem rude. The points you make are very correct in essence, but we have to understand what it is that Elon can do that others can't or at least what we assume is the case. There are two particular...

Just had a quite random thought and googled around trying to find some relevant figures/comparisons but couldn't find much comparison in terms of properties that i found relevant. So am just curious about the prospect of this if anyone would know and if it would even be feasible as a substitute...

I'm not saying it is a success whatsoever, is extremely risky and the current policies are not based on currently known science. Yet, the divergence in the data is there with a running flat curve for total admitted ICU cases, hence i go about trying to find what factors could explain that if...

That was a thought as well, however no such prioritization has been made until this point as it has yet not been necessary (although it is in the plan if necessary) that I've read for ICU cases. Another week will give a better answer for sure, but might be necessary to look on a more regional...

Here is some of the data. Couldn't find the exact graphs data i looked at previously but this should give a picture of it in Sweden. If not some of these premises are true i just cannot understand why deaths are rising but new intensive care unit patients for Corona remain steady with almost no...

I have had a hard time modelling the current cases, infection rates, intensive care cases and deaths while trying to get this to fit in a model. There was no way i could explain the reality with the currently used models. Until... I had a discussion with some peers regarding modelling/outcome...

Again as mentioned in another thready, you will have to work 200% of your normal hours in 2 weeks and will probably make more than before. Don't see why you would be put on leave status being the most critical person of anyone the coming months.

You are thinking too narrowly, you and any extra staff that can be had will be on full time duty treating the corona patients, you have 100x more experience than anyone else out there except the experts. All wards and doctors will be turned into ICUs for that for shortterm, thats that happened...

Just to note to those of you that mention a company has to pay dividend to have any actual perceived value, this is wrong even theoretically. Do not forget about these 2 possible outcomes, merger&acquisition of that company. This would yield a sale of the stocks and a potential payout. Also...

That is already taken into account in the simple calculations in the example above. It just assumes a general sales price for the specific range , a general uptake for EAP, options/wheels. Same thing is assumed in the cost part, where the additional battery cost and dual motor/other premium...

To provide some context to Tesla releasing the Short Range model. A simple little calculation between a only long range, a only short range and a 50/50 mix taking current battery production as the output constraint. The costs and average sales prices are assumed on averages for the different...

Thanks for the clarification, you are correct. This makes my assumptions worse overall with less upside over status quo. Only difference then would be decreased execution risk and output capability, no real added profit. Not to mention of course shifting focus from other recent news.

Important thought of the day to give some insight into Teslas decision. One can assume Tesla had some small issue with demand for the most expensive model 3s. Say, why did they not release normal long range or even the Lemur to the European/Chinese Markets before directly releasing the SR or...

Insight of the day. Tesla restrains their maximum production capability of the Model 3 due to two constraints leading to lowered goals of Model 3 production. First, their Gigafactory total output is maximized with the current equipment installed. Installing further machinery will be a sunk cost...

Ray Dalio, it continuously surprises me that no one mentions or knows him, his experience, acumen and way of operating which should be a very good fit with Teslas mindset and current challenges. I recommend people read up on him and he is the only choice that I would actually prefer over Musk...

What about Peter Thiel? A long shot but a really good option would be Ray Dalio, he looks up to Elon yet is extremely competent and would be a really good fit overall. The only question would be if he would be interested in taking on such a heavy role at this time. Also his experience of stocks...

Hypothetical question, what would happen if a consortium (say SpaceX) or one founded by some large investors including Elon bought out Tesla outright as the suggested deal (say a private one) would Elon be allowed to be chairman of the parent company under this settlement? Three years is quite...

There is one part people seem to be forgetting in this whole SEC debacle, that most certainly has an imperative impact on Elons decision in this case. Elon's goal is not only Tesla and sustainability but Mars. If there is a 20% chance he will lose the case against SEC and the consequence would...

As an outside observer and keen reader on this topic I really just want to criticize the overall discussion held here in this thread. It never cease to amaze me how far the two sides are from each other of their perception of the other side. There really does not seem to be any middle ground and...

It is not due to technology. The reasons why they don't do that yet is pretty simple I believe. For this quarter they want to maximize deliveries to be profitable hence there is basically no time-way to get the units to Europe before Q3 finish even if they could probably sell any high spec...

The above was my "initial" thought as well over the last 7 years in concern to policies etc and what is actually being done. But recently seeing the divide between people in general and possible rise in animosity between many worldwide actors is my reason for doubt. But still these things do...

Thank you for that post above, while not being American I do agree with your sentiments. Most critical, self thinking people, whether Clintonian or Trumpist or none of them realize something is quite amiss in a bigger scheme. Being an economist myself with a big interest for how things work...

It depends entirely on how the contract or purchase was done if there are specific deadlines mentioned for the amount of goods etc. I would assume in this case that it is Tesla that pays for the expedited shipping, but it does not have to be the case. If the supplier delayed a lot and they want...

This also means that the Leaf will sell a lot since MMD made that post. However to be honest I believe it will sell really really well in Japan and with time possibly China. Even though it would seem to be little I believe the amount will be a lot higher than expected by us over there.

That is interetesting, in a way I like discounts but it is also supposed to be against the Tesla model. Are we possibly going to get some new updates on the model S etc since they are discounting like this. As in they have to get rid of some new inventory before they dare to put in new stuff...

I think what I will do is to turn the included (in my opinion not too good looking aero wheels) into my winter tires which are mandatory for about 5-6 months in Sweden anyway. Then I will buy custom tires for the summer half of the year where they will actually look good in decent weather. As...