Clearly, it's two separate thoughts. They're
1. building
2. delivering more than twice as many cars as we did last quarter
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Clearly, it's two separate thoughts. They're
1. building
2. delivering more than twice as many cars as we did last quarter
While I am disappointed about Elon's recent tweets and interviews, I would like to point out that all these bad judgement calls are related to dealing with emotions and people. We already know Elon is not great on that front. These misjudgments do not mean his ability to drive innovation and build a successful business is in any way impaired. Steve Jobs and Bill Gates were not great on this front either and the only difference being that Jobs and Gates completely avoided these kinds of interactions and Elon didn't - he thought he could charm the audience but overestimated himself.
If there is anything that troubles me more than being a superficial PR matters is his lack of sharp emotion judgement might have alienated him from some of his executives - it is a concern but that again is nothing new and he has been able to build multiple successful businesses in spite of this.
So in summary, all these are very distasteful to many people but it should not have a significant impact to the business. As long as Elon can show solid business results all these will be forgotten. Don't sell because of fear and don't sell because he did something that is distasteful (but has little to do with business.)
Elon Musk is a real world Willy Wonka. You get some of the crazy sometimes along with some of the genius.
2x as many cars built is clearly not possible? That would imply over 107000 cars built in 1 quarter, if S+X is at optimistic 28'000, that implies 80'000 model 3 or 6500 weekly.
What a lie again, Elon please. Deliveries yes, you are right, but do not mix produced and deliveries together
President of Tesla Automotive is the defacto COO as it is 90% + of Tesla's business and in Jerome's wheel house. JB has been the defacto COO of Tesla Energy.
If this works out well maybe in 6 months Jerome gets the COO title but I just have to say this is great news overall
If this works out well maybe in 6 months Jerome gets the COO title but I just have to say this is great news overall
RobStark
Well-Known Member
That is not a fact.
The fact that Ahuja knew exactly what he was getting into and wanted or was willing to come back is very reassuring to me.
Just about any company could use great new executive talent.
We don't need mediocre MBAs filling Tesla's ranks just to say we have more people working on it.
If Tesla finds great candidates to be Chief Operating Officer, Chief Accounting Officer, Chief Logistics Officer, Chief FUD Officer I am all for it.
dc_h
Active Member
My crystal ball says, in the future sell the 420 rumor and buy the 420 event.I wish I knewBut if I have to guess, whatever bad news had to come out has come out, I cant imagine anything worse until the most awaited Q3 deliveries and profitability. I think all the drama is over for now and TSLA can start its boring slow climb back up to the 300 level and then the ER will dictate how the price moves from there.
Apologies, ggr, I copy-pasted the whole text up-thread. Didn’t realise I was being naughty... I tried to edit, but past the time limit.
I don’t think Elon minds that we post it here, I suspect it’s what he would actually want...
Sudre
Active Member
Actually, yes it does.... but I did throw it out of the third floor window last night when it said there was going to be a 20 point drop this morning. The minor crack hopefully doesn't effect anything. Nothing goopy is leaking out.
I mean the source as an example like bloomberg.com, or similar, and after title of the article,the most important is your opinion or comment.
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I'm less than sure about that, at least depending on which audience you're talking about. The general public appears to continue to adore him. Look at the merchandise for the Boring Co, or the lifestyle section of the Tesla store. They sold out 20k flamethrowers in a matter of hours. Ditto with a surfboard and a relatively expensive wireless phone charger. Those types of merchandise are entirely dependent on name and reputation. Clearly neither have been damaged particularly badly.
8000/13 week’s is 615 a week in avg. Why is not possible?
From the letter: "We are about to have the most amazing quarter in our history, building and delivering more than twice as many cars as we did last quarter"
Last Q tsla delivered 22319 s+x and 18449 model 3 so twice is 81536. If you assume 26400 s+x (as in luvb2b's model) then it implies 55136 model 3. looks like we should update the model 3 estimate in the model by about 3300!
Last Q tsla delivered 22319 s+x and 18449 model 3 so twice is 81536. If you assume 26400 s+x (as in luvb2b's model) then it implies 55136 model 3. looks like we should update the model 3 estimate in the model by about 3300!
We are about to have the most amazing quarter in our history, building and delivering more than twice as many cars as we did last quarter.'
I do not think we need to argue about the sense of this sentence, do we? He clearly wrote ..., building and delivering twice as many than,
What does this mean? Clearly, theyve also built twice as many. Problem : it is not possible. Therefore a lie and a misleading sentence in my view
I do not think we need to argue about the sense of this sentence, do we? He clearly wrote ..., building and delivering twice as many than,
What does this mean? Clearly, theyve also built twice as many. Problem : it is not possible. Therefore a lie and a misleading sentence in my view
It’s pretty obvious he is referring to deliveries, as a doubling of production is not realistic. I wouldn’t call that a lie, but rather a typo. A lie implies intent, which wouldn’t make any sense.
That is true, problem is from the statement it says that they've also built twice as many which implies a weekly m3 production of 6500
RobStark
Well-Known Member
Jerome Guillen has been promoted to president of its automotive division.
Kassekert is now VP of People and Places. i.e. VP of Human Resources and building new Gigafactories.
Tesla says Jerome Guillen has been promoted to president of automotive
RobStark
Well-Known Member
If they want to launch military satellites 100 lbs at a time.
I imagine he meant "both building and delivering twice as many cars as were delivered in Q2". In other words, the delivery increase is aligned with a production increase, without fudging numbers with deliveries carried over from Q2 inventory.
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