Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Usain]

https://twitter.com/x/status/1788287199919636522

So with no nag, that means 12.4 is hands free? Is that what Elon just implied or am I hallucinating?

 

[Buckminster]

So with no nag, that means 12.4 is hands free? Is that what Elon just implied or am I hallucinating?

This is not a drill

 

[Linkmeup]

In about 2 weeks of starting to use Supervised FSD, my Dad (in his late 70's) feels comfortable with me turning it on with him in the car. It brakes a little too sharply for my mom while in traffic and merging into right lanes while on the Freeway.

For me, it's my go-to for Freeway driving already.

 

[winfield100]

Teach a man to fish.....

....I already know how to fish but I'm lazy so I haven't looked it up.

@MountainRatMat
the comment was directed at Drk&Strmy as I thumbs down their easily answered question
there have been many links to Edgar and __the student__ learns by doing, aka "See one, do one, teach one"

 

[uscbucsfan]

So, you think this one manager was over all aspects of design, manufacturing, sales, site planning, installation, network, app programming, and any other aspect of Superchargers, AND, you believe all of these positions were cut simultaneously?

The idea that one manager of a team of 500 might not be the full extent of the entire Tesla Supercharger footprint didn't cross your mind?


Okay, has anyone defined whether this reference to "the entire Supercharger team" meant everybody associated with Superchargers across the Teslasphere?

Anyone actually believing that all aspects of the realm of Superchargers would be accomplished by 500 people really hasn't given the scope of this effort any rational thought.

Let's make a list, again: design, manufacturing, sales, site planning, installation, service, computer network, app design/programming.
This is 8 groups. So that is ~60 people per group, on average. Does that really seem like a reasonable amount of people to be doing all the necessary jobs to turn out multiple new sites every 24 hours?

If, on the other hand, consider how it might mean 500 people from "A" Supercharger team, located in a single office space, whose responsibilities were specific to a particular aspect of Superchargers, and who were under a single manager were the team that was fired.

This seems like the more reasonable scenario. In such a scenario, might it be possible that "people familiar with the matter" would be right to say "the entire team was fired," without being at all specific as to what those people's job description was, or whether they were all at the same location?

Anyone who won't consider this as being one other interpretation of such a statement have closed their minds to how people often talk and think about things.

500 people were fired from the Super Charger team. People who work/worked at Tesla made the statement that it was the ENTIRE SC team...not Rueters or some message board.

Why question it? What's the point in trying to create leaps otherwise. Obviously Tesla will have others fill in the gaps and they are as Elon tweeted with a skeleton crew...they aren't going to just let them die and no new growth, but it's pretty definitive that the entire Supercharger team was let go. It really should really be a dead topic after that. The conversation should be let's wait and see if there's negative impact...if not, Tesla made a brilliant move there. If so, how quickly will they fill the roles? This won't be the death of Tesla, they can see pretty quickly if this was a bad or good move.

Why would we argue with multiple sources inside and outside of Tesla? This is that strange behavior some do in this forum to always try to spin things in the light they think is best...but in reality there's no reason to. It's not a big deal at this point.

 

[2daMoon]

500 people were fired from the Super Charger team. People who work/worked at Tesla made the statement that it was the ENTIRE SC team...not Rueters or some message board.

Why question it? What's the point in trying to create leaps otherwise. Obviously Tesla will have others fill in the gaps and they are as Elon tweeted with a skeleton crew...they aren't going to just let them die and no new growth, but it's pretty definitive that the entire Supercharger team was let go. It really should really be a dead topic after that. The conversation should be let's wait and see if there's negative impact...if not, Tesla made a brilliant move there. If so, how quickly will they fill the roles? This won't be the death of Tesla, they can see pretty quickly if this was a bad or good move.

Do you honestly believe that there were only 500 people involved with the total scope of the Supercharger effort?

Yes, or No

Why would we argue with multiple sources inside and outside of Tesla? This is that strange behavior some do in this forum to always try to spin things in the light they think is best...but in reality there's no reason to. It's not a big deal at this point.

It should be a big deal if they have scrapped the team that was managing the site selection and everything that encompasses one or more Tesla employees assigned to arrange all the details for a new remote site.

Particularly if they replaced that role with the more workable method used for Megapacks.

The efficiencies returned could give the Supercharger rollout a boost.

I expect the result of this "team" being fired to be a benefit, else they wouldn't have been fired.

 

[uscbucsfan]

Do you honestly believe that there were only 500 people involved with the total scope of the Supercharger effort?

Yes, or no.

There was a 500 person team responsible for SC, yes. I think this because multiple people at Tesla have said and confirmed this.

There's 0 reason to believe otherwise.

Edit: Really, just let it go. You are trying to create some conspiracy for no reason. There's no reason to make leaps as we don't even know if this is a negative impact on the company, yet.

 

[pvdoug]

I've been searching for an answer to this question and haven't found it so I'm going ask it here. We had free FSD for a month and it was given to us so we would now purchase it. If we do, that's great [and almost free] money for Tesla and great money for the stock. My question is: Are people now purchasing FSD? What are the numbers?

 

[2daMoon]

There was a 500 person team responsible for SC, yes. I think this because multiple people at Tesla have said and confirmed this.

There's 0 reason to believe otherwise.

There may be a greater than zero chance for a reason to believe otherwise.

Edit: Really, just let it go. You are trying to create some conspiracy for no reason. There's no reason to make leaps as we don't even know if this is a negative impact on the company, yet.

"Tesla recently fired members of the team responsible for expanding its Supercharger network. A Northeastern business expert says it may be a good thing."

Tesla fires team expanding Supercharger network. Expert explains why it was a good move for Elon Musk — and consumers

“In the long term, it means that there will be more competition,” Northeastern Business Professor Fernando Suarez says.

news.northeastern.edu

'nuff sed.

 

[WattsHappening]

I've been searching for an answer to this question and haven't found it so I'm going ask it here. We had free FSD for a month and it was given to us so we would now purchase it. If we do, that's great [and almost free] money for Tesla and great money for the stock. My question is: Are people now purchasing FSD? What are the numbers?

Yes, there are people buying/subscribing after the free trial. No one knows how many or what percentage. It's possible Tesla may announce it at some point, but certainly not guaranteed. My guess is we won't get this data anytime soon.

 

[Mengy]

Do you honestly believe that there were only 500 people involved with the total scope of the Supercharger effort?

Yes, or No

Why are you being a contortionist?

No one is saying ONLY 500 people worked on SC's, but we know for a fact that the 500 person team which handled customer contacts and site installations on the business side, the people responsible for expanding the network for the US, were let go, and the equal team on the Canada side was let go too. Multiple ex employees and sources have reported this, but no one which I'm aware of have said they were the ONLY people on the SC team, just the majority of them. The maintenance and support people remain to service existing SC's, but we know these are smaller teams from ex employees.

 

[2daMoon]

No one is saying ONLY 500 people worked on SC's,

Well, somebody was. I think they aren't any more.

but we know for a fact that the 500 person team which handled customer contacts and site installations on the business side for the US were let go, and the equal team on the Canada side was let go too. Multiple ex employees and sources have reported this, but no one which I'm aware of have said they were the ONLY people on the SC team, just the majority of them. The maintenance and support people remain to service existing SC's, but we know these are smaller teams from ex employees.

I think the ones fired were the majority of the team responsible for expanding the SC network. See post above for link to story.

 

[M|S|M MYP]

So with no nag, that means 12.4 is hands free? Is that what Elon just implied or am I hallucinating?

Your mind is probably being blown

 

[MP3Mike]

There was a 500 person team responsible for SC, yes. I think this because multiple people at Tesla have said and confirmed this.

There's 0 reason to believe otherwise.

Edit: Really, just let it go. You are trying to create some conspiracy for no reason. There's no reason to make leaps as we don't even know if this is a negative impact on the company, yet.

But yet we have confirmation that the people maintaining the Superchargers were not let go:

https://twitter.com/x/status/1785456585977798720

And that they didn't report to Rebecca:

https://twitter.com/x/status/1785467468137320771

So yes, Rebecca's entire team, "The Team", was let go. (Except for a skeleton crew.) But there are multiple Supercharger teams. So, one of how many teams were let go? How many employees do the other Supercharger teams have?

 

[alhounos]

If 12.4 is really as good as it's being hyped up to be I might have to pony up the $99/month. 12.3 was usually very good, but it just wasn't quite there for me.

 

[Snerruc]

Yes, there are people buying/subscribing after the free trial. No one knows how many or what percentage. It's possible Tesla may announce it at some point, but certainly not guaranteed. My guess is we won't get this data anytime soon.

A coworker of my daughters got the free trial and still has it. They didn’t pull it after a month.

 

[mongo]

We've long known "exoskeleton" was just marketing BS, but this apparently isn't even unibody. Just body on frame, albeit a very extensive and highly engineered frame.

Kick a normal car's door, kick Cybertruck's: exoskeleton.
They never said monocoque construction. Though some pieces are not stressed, Frans or Lars said the rear sails add 20% to torsional ridgity.

Body on frame?
Please circle the body verses frame pieces:

There is no redundancy...

 

[Doggydogworld]

Macro economics, not specific to Tesla

It's more than macro. Tesla car sales were growing wildly, now they're shrinking. The rest of the industry is mixed, some up y/y and some down.
Tesla let their lineup get stale, with the exception of CyberTruck which is niche and very hard to build.

There is more than one possible explanation for this pivot on Elon's part.

Agreed. Elon may be reacting to an awful sales outlook. Or maybe he's going all-in on Robotaxis. Or maybe he's off his meds. We outsiders can only guess.

Please provide the inventory numbers compared to other auto companies you feel are doing better.

"Other companies" is a strawman. They have a different business model. The issue is Tesla past vs. Tesla present. Tesla inventory on 3/31:

2022 - 17k cars
2023 - 95k cars
2024 - 161k cars

It's a dramatic change in a short time period. You can debate the reasons, but not the facts.

Take into consideration their inventory on dealer lots may not get counted as those have been "delivered" by their accounting,

Fake news. Legacy recognizes revenue based on shipments to dealers, but they report unit sales based on end customer sales and their inventory numbers include dealer inventory. There are a couple wrinkles, e.g. dealer loaner cars, but they're rounding errors.

 

[Thekiwi]

Joe Tegtmeyer reporting a slowdown in Texas Model Y production caused by layoffs, something to be aware of for Q2 expectations.

 

[Thekiwi]

All of them.

You don’t ask your racehorse’s trainer to decide which parts of its excess fat are slowing it down.

You demand to have it shed all the excess.

All of Tesla staff working 80 hours a week? That is insane if true.

You cant have production line workers in Fremont & Texas working 80 hours a week. Thats 13 hours a day, 6 days a week.