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Tesla's Supercharger Team was recently laid off. We discuss what this means for the company on today's TMC Podcast streaming live at 1PM PDT. You can watch on X or on YouTube where you can participate in the live chat.
Good entry point, boys and girls. As the news get digested, don't think this is a big deal. It's the word "recall" that gets the bots' trigger algo to kick in.
I wonder how long it will take the market to figure out that this (X recall) is not a major financial hit on opex, nor a design flaw, but rather an indication that Tesla takes the safety of its customers FAR more seriously than any other car manufacturer and is willing to issue recalls in "an abundance of caution" rather than sweep potential problems under the rug (with full collusion or negligence on the part of the dealers) until people die and the problem has impacted millions of cars and lives.
This will end up being a positive for Tesla, as it has been with previous recalls. Public will understand that this was done in the best interest of the customers, and Tesla is uniquely positioned to execute on this very quickly due to the fact that they own their entire dealer and service network.
Ben Kallo says no sweat still upside.
James Albertine (Stifel) agrees with Kallo is surprised to hear no financial impact. Thinks more cowbell when X hits its sride.
John McNeal (Tesla spokes guy) said back recall born by its manufacturer and it will not slow down production.
Ben Kallo says no sweat still upside.
James Albertine (Stifel) agrees with Kallo is surprised to hear no financial impact. Thinks more cowbell when X hits its sride.
John McNeal (Tesla spokes guy) said back recall born by its manufacturer and it will not slow down production.
CBNC actually very positive segment. Stifel guy says you couldn't give him a volt M "b" bolt or i3.... But a Tesla is it.
Said scammers....um dealers not ordering i3 inventory.