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Sources of investor info sit along a spectrum of credibility. At the far end of that spectrum, you just reject and prob don’t waste time reading it. Reuters is somewhere in the middle as opposed to high credibility at the other end. So it’s generally worth reading their stuff and, as you say...

All the issues you cite, including the Reuters bylines, are valid of course. As to location it appeared, understand that Reuters is a wire service, like AP (though not as reliable of course, nothing is) so its stories appear in any number of places. That’s its business model, it produces content...

I’d address the issues discussed rather than undermine the credibility of the source. Reuters is a known quantity for better or worse. So is Elon. There may or may not be problems with the story, but it will essentially be (mostly) accurate.

The inside story of Elon Musk’s mass firings of Tesla Supercharger staff Some excerpts: “After Tinucci had cut between 15% and 20% of staffers two weeks earlier, part of much wider layoffs, they believed Musk would affirm plans for a massive charging-network expansion. The meeting could not...

Yes, and there are just too many things that could go wrong with using data like this, any one of which could throw the results 30 percent or... 300. Honestly, even if WERE just 2 percent I'd call that a win, as it's essentially free revenue. I do suspect the number is or will higher, but likley...

And the QC is high there now. Not Shanghai perfect but pretty good on my last two. No gripes with the Austin rental I had awhile either but the institutional memory etc now at Fremont is worth something,

No. Merriam-Webster's dictionary defines “exact science” as “a science (such as physics, chemistry, or astronomy) whose laws are capable of accurate quantitative expression.” Some say that the exact sciences (also known as “hard sciences”) are those that don't require you to figure out human...

I’m just responding to claims that aren’t based on anything more firm than my own views. I’m not pushing this stuff. noice attitude. will take it under advisement. If you don’t like my approach you’re welcome to move on as well. cheers.

The companies are young still and have grown quickly. I think we are coming up against the organizational maturity/size limits of what such methods can do. Running a few dozen or a few hundred people is a different thing entirely from running something so large. And corporate culture is...

He’s not really wired to manage people. It’s not the sort of exact science that implies.

It’s interesting, but it is no way to manage people for high performance. Even on the unlikely change it improves performance slightly on the SC team, if there ever is one, it will add to the increasing sense company wide that the place is managed by fear, which has long been known to work...

Why the whipsaw decision-making then, like the SC team, if he has a steady, clear vision?

I’ve only seen one informal poll, and it showed the measure is likely to pass, as it should. It’s compensation for past performance no sane person could argue wasn’t extraordinary.

You’re putting your finger right on it. Most people -- including those here -- are left trying to figure out what is going on with the company solely by interpreting Elon’s tweets which aren’t a particularly useful source for getting at the facts. That pins us between him and his spin and...

If the car company is not operating well and generating solid profits to pay for these gambles then 2035 is a long way from here.

Within reason. Someone in coprorate using proprietary data and planning really would need to give those local and regional contractors say, a 3-mile radius circle for each location and pretty firm guidelines for access to key roads etc. It would have to be pretty tightly controlled, not sure...

Unbelievably eloquent. A post of extraordianry merit!

That tweet is not in any way shape or form an explanation of what happened and the plan forward vs what the plan was say 6 months ago. Not even close. It is the kind of number tossing people use to obfuscate, not clarify.

It’s possible. Pickup designed has evolved, albeit slowly, and with major setbacks like the dodge ram. Bot honestly, vehicle design needs to be more rounded and aero and the Darwinian nature of range will dictate movement toward something softer. It’s also extremely unlikely stainless is going...

Dude, it is the uber bulls complaining about the moderators. Not relative newcomers, or even 2019-ish people like me. So, the scenario you describe with infiltrators or what not does not really apply.

This is not how the CT will play out. It will remain a niche vehicle, not an F-150-seller. By the time the problems with political tribalism are finally overcome by EVs and the march of history, and BEV become the dominant form of pickups, the CT will have been replaced or augmented by...

Why did the head of the company allow them to be hired then?

I didn’t say there weren’t trolls, just that people are quick to label. Fair enough on some of the reposts being not particularly useful. That is partly due to the BS nature of the second-tier media and major influencers hyping tiny little balls of nothing to get eyeballs or because they need...

It’s also true that for many the thread had been an unwelcoming place for years and many who COULD have contributed took one look and scrammed. This was sometimes marveled at on other TMC threads more tightly focussed on specific Tesla topics, like I dunno, something technical with Model Ys...

He knows where the eyeballs are.

Well, most would cite another company he was spending time on. But OK, you're saying he was distracted and wasn't doing his job?

https://www.investors.com/news/apple-rivian-in-talks-for-partnership/ They could def use SOME form of rescue.

It’s possible. It’s also possible those things you list have been excessively applied. Sometimes making them flaws Tesla has survived despite of, rather than being ingredients in the secret sauce. That list also reads like rationalizations for recent debatable acts...

Mainly they didn’t get the early position they needed to survive this EV demand trough… as has been stated before and as we all know starting a car company from scratch historically has low chance of success. Rivian I still have hopes for. Their products are good, they had done pretty hefty...

No, missed that. I did notice the discourse has been more civil last few days.

I’ll put my track record for second guessing up against his any day.

We have ample facts to discuss it. It’s also possible HE didn’t have the facts he needed before acting. Has happened before.

Mars is irrelevant to people on an investment thread.

The market is indifferent to Mars.

And no one above her knew she had built a 500 person team? And then somehow someone assumed none of them were worth keeping. Who was running the company? I know I’d have a reasonable idea what was going on with the Supercharger team

Struggle to picture a business case changing so quickly that suddenly a 500 person team was redundant. Even if it changed with extraodrianr4y speed, we’re talking ok, you move 50 out. Then another 50... And... normal management dictates you figure out which people are your least productive and...

He needs to stick to engineering, though he is pretty good at sucking up to keep his access flowing. Look, either hiring the 500 member supercharging team was a huge mistake, or firing them was. There is no middle ground here. If there were 15-20 people on the team, or they were trimming a...

This is all true. In the case of my relatives though, one is an experienced industrial designer (NOT auto industry mind you) and a HODLer, one of us in that sense. The other runs a bunch of trucks of al sizes for his large property operation, both are good on mechanical and financial stuff. The...

OK, that’s legit. Just understand I’m not making any decisions based on their thinking, nor should anyone here. I’m just reporting my own surroundings, a sample size of 1.

Not sure I understand this, can you elaborate a little?

That sounds accurate. Including the geico part. Don’t ask me how I know. It’s painful.

Sorry if you read it that way. Reasonable interpretation. Not meant that way. What is likely reason is only a guess at this point, though and an 8.3-to-12..5 percent reduction in hours spent building CTs is notable. Whatever the reason.

Dude, it’s in about 500 places. Google it. Report: Tesla laying off thousands of employees worldwide, cutting hours for some Austin employees

most people don’t want pickups. So that just isn’t possible.

I did not use the word data anywhere. It’s been reported they reduced shifts on the line. Which, fair enough, doesn’t sound right as they have plenty of orders to fill that won’t be cancelled.

We don’t know. But the non Tesla people in my life mock it ceaselessly and my father and brother cancelled their orders when the numbers were clear. It’s also unclear still why they throttled back production And then a couple of things: A more conventional and utilitarian design without...

I’m not buying this. They’re making it out to be 4D chess. It’s looking more and more like he got bored with Twitter, jumped back into Tesla, felt the urge to assert himself with Big Bold Moves and started flailing wildly. Pigeon management. In five years this supercharger team move and the the...

After you finish making your broad and vague assertions about the wonders of the Texas business world go ahead and make a case for enlightened Texas leadership. Be specific, especially when you address climate change, their regulation of the electrical grid, etc.

and others here only focus on the good -- or create it out of sheer fantasy. karmic balance.

Not a coincidence of course and the heart of the power and culture of the place. They can't even get their electrical grid to work properly, and the government turns paved roads back to gravel because it so hates the idea of spending tax money on road maintenance. So sure, it totally makes...