KSilver2000
Active Member
Tesla rarely acquire companies. I bet they are very happy to be able to complete the Maxwell deal. It should help to reduce cost and make batteries better.
I think everyone here knows that at the very least.
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Tesla rarely acquire companies. I bet they are very happy to be able to complete the Maxwell deal. It should help to reduce cost and make batteries better.
Why don't you sell your TSLA shares and buy a company that needs to advertise? Because Tesla doesn't. The product is that good. Tesla advertising would be the same as flushing money down the toilet. They already sell all the cars they can make and they are making them as fast as they can.
Increased demand will allow higher margins on cars sold, either through raising prices or selling more fully-equipped cars. The improved financials will help counteract the FUDster arguments, raise the share price and make future cash-raising options more palatable to investors.As for advertising......why? We're cell constrained and demand is not an issue. Elon is against advertising on principle. You guys are buying into the horseshit, yet think more advertising is the solution? Banish it to irrelevance and help society evolve!
he did say there would be battery investor day. when is that though?
Okay here are my concerns so we are not out of the woods yet.
1. Elon pretty much guided for cash flow positive vs GAAP+ from this point forward
2. Currently FSD does not seem as advanced as the video made out to be. Elon said "releasing the dev version out to the public will be a really bad idea". His tone make it sound like current FSD software will have a high chance of killing you.
3. Tesla is now cell limited and it's hindering their growth. They have solutions in line such as the Maxwell acquisition, but raw material limitation may be next and Tesla has no solution for that except "go in the business of mining".
I wouldn't be celebrating yet, the sentiment is positive but there are plenty of ammo for bears to attack this company.
Along these lines what if Tesla could have continued to sell high margin variants of Model 3 into Q1 and Q2 without having to rush the release of the 35k Model 3? How much would that have been worth to the company?
Is there anyone at Tesla willing to sit down and educate Elon on advertising? This seems like another topic that Elon doesn’t know much about and would do well to understand why advertising is so, so effective for the mostly part.
You really don't want Tesla thumping its chest about Maxwell... even IF it was a bank robbery. Reason being, it will make the next battery tech acquisition that Tesla does a lot harder.
Does anyone seriously think demand in China (and nearby locations) is going to be weak? Musk also referred to the substantial bureaucratic red tape in India, and that may delay things a lot.Since Model 3 production capacity will rise from 6k a week to 10k+ a week next year, they might actually start to deliver in India. This is different from technical issues. It's a business decision. If demand from China is super strong, then they might delay India delivery to 2021.
Was surprised to hear Elon say Battery Tech Day will be towards the end of the summer and not end of 2019. Seems to me they're lining it up with the announcement of Pickup and S/X full refresh(if employee leaks are real at all).
some small targeted marketing would go a long way.
For those who read Tesla forum the product is that good. For those who do not Tesla it is not even on the radar screen. Your word of mouth and mine against the endless media bombardment is not worth that much - and you have the SP to show it.
A very simple FAQ page would solve a lot of problems...I could write the damn thing.
It’s not stupid to have a moral and ethical compass, unless you’re someone who doesn’t have one to begin with. Then you’d think it was stupid.
His philosophical opposition is entirely valid and it’s his ethical and moral philosophies that caused Tesla cars to have the lowest probability of injuries, and caused Tesla to be proactive and overly cautious concerning recalls, and caused a several month delay for new S owners when the original new seats weren’t 5* rated, and it caused Tesla to remain a public company last year, and on the list goes.
In North Dakota, the evidence is that Tesla sat on the permits, so yes it is Tesla's fault. There has been speculation as to why. There's a fairly short construction season. They were conserving cash two construction seasons ago, and then again early last construction season, and then rumors of Supercharger v3 came out so they may have decided to put it off until v3 was ready... but the result is that the permits, while better than nothing, are no indicator of when the stations will open. They still haven't broken ground at ANY of the North Dakota sites and I am frankly not expecting them this year at ALL. Hopefully next year they'll really build them.Is that Tesla's fault? Damn, hard to have your cake and eat it too. At least you'll know they're working towards it.
I think this was just too mystifying. I assume the software is going to feed Autopilot usage / safety data to the insurance rating system. But I have no idea what company they'd be buying. They can't afford to buy a full-fledged insurance company (those things are expensive).I think it is interesting that no one is mentioning that Elon said that they have to complete another acquisition, and write some software, to get Tesla insurance up and running. What insurance related company are they going to be buying?
It's a little ridiculous to pick on Tesla over leather steering wheels when there are much bigger fish to fry! I thought Elon handled her questions well. If you want to be an environmental Puritan, there's always plenty to pick on, like why it's taking so long to put more solar panels on GF1, why GF3 will be using natural gas, etc. It's important instead to focus on the big picture.