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You can read these old articles for the why: https://www.cnn.com/2022/07/08/tech/elon-musk-twitter-deal-exit/index.html https://www.cnn.com/2022/04/14/tech/elon-musk-twitter-offer/index.html "According to an SEC filing, Musk has offered to acquire all the shares in Twitter he does not own for...

I don't know about the folks here, but I have little/no confidence the world/US/China/India will honestly care enough/give much of a crap for carbon emissions and climate change to change it enough to have true impact. You have many red states rolling back or blocking climate initiatives (FL...

Or just catch a flight that's 1.5s hours for something that's safer than driving? Even if FSD is safer, there are many bad drivers on the road as we probably all can agree on. I checked Southwest and there are flights as cheap as $46/1 way. You still need to charge on the way there as well as...

It'd be nice when there are tons of youtube videos about this. At least Kyle will be doing the Tesla Powershare option "soon" when available and there will be lots of vids. From that thread, someone said that this is the first they've even seen it working, me included as well. OP of that post...

I watch the Batteries Included podcast weekly and from what I've seen there, the highway driving of those other systems (Supercruise, Bluecruise, MB, BMW) for those types of LONG drives are very similar to what FSD on highway offers for most of these "required the person watching" systems. Not...

Are there many folks here who simply don't care about FSD updates/improvements until it actually becomes completely unsupervised? Just wake me up when it's fully launched, fully supported and I can sleep in the back for a long at least 30min - hour+ drive before I even care. I agree that...

Gives roles removed May 13th: https://www.scribd.com/document/732838254/Tesla-TSLA-WARN-notice-in-California-May-13-2024 From: https://www.msn.com/en-us/money/companies/as-tesla-layoffs-continue-here-are-600-jobs-the-company-cut-in-california/ar-BB1mzLrI?ocid

With all the talk of the vote of the comp plan, I was curious of the result back in 2018: https://www.latimes.com/business/autos/la-fi-hy-musk-pay-vote-results-20180321-story.html Looks like Tesla was worth $56 billion back then and 73% approved. "Two major firms that advise institutional...

I know I'm being biased, but I just have an issue with a lot of these other vendors when the warranty looks so short. I think most consumers don't want to replace anything themselves unlike you or me even. Fronius has warranties of 10 years in the US it looks like, some countries, it looks...

As a biased fan of micro-inverters in general, one thing I'd add that I don't think I saw in this thread is with the 30% tax credit, the additional "cost" is not as much. That and of course, panel monitoring to quickly see what's busted, the 25 year warranty, UL certification (I think some are...

I think this was probably more likely how it went down and what I've been saying. Some videos/posts saying (not here) that she wouldn't even do 10% was probably not true as it seems unlikely a senior manager/director can't even handle a minor layoff. She already did her 15-20%, Musk probably...

This whole short interest back and forth is a waste of time really. 3-4% of float is nothing. When Tesla hit ATH, short interest was still pretty low looking at your graphs. I don't think TSLA is really a big short play anymore from looking at those charts. Look at DJT though which shows...

I don't think Sutskever leaving may be necessarily bad for OpenAI, but I do agree with changes due to the current rush/realignment of the whole industry. Note that Sutskever was one of the people who voted to oust Sam Altman which sorta blew up in their face so he probably had to go due to...

Not surprising as I've stated before in past comments. The lure/draw for a lot of top/smart people is the greater impact they can do at a smaller company, more focused on 1 thing (The Bot Company), more control (% of stock outstanding), FAR higher upside due to smaller valuation vs. Tesla, more...

I think these stories can go both ways. There are folks who've posted online that they paid to move to join Tesla, also H1-Bs out of country travel articles, also folks who had permanent offers rescinded who were going to start before the freeze/cancels and have spent thousands moving who are...

I feel that's a little unfair. One thing I've noticed as a pattern with Tesla/Musk in general is they don't respond unless they are sued. They also claim to never settle any unjust cases (so a lot of these are just?) so a lot of these just need to go through the legal process, but takes a long...

This is all my speculation, but I think the old business of building EVs, iterating to make it rock solid (no panel gaps, no production issues/delays, etc) is just not that interesting to Elon. Sorta like developers who only want to write code to prove something can be done, but they have...

People keep clinging to 10%, but from what I've seen (articles/videos), it was a number more likely between 10%+ (and much larger) - 99%. My guess was it was much higher and we both can guess, but it probably wasn't a small number. She probably felt if she had to do this, she'd rather just...

The problem has been their net margins collapsed last quarter to 5.5%. This number was much much higher compared to industry historically (almost 19% in some articles I've seen). You can see GM/Ford has double digit gross margins too, but it was the operating/net which used to be substantially...

This is true for EVs, but the hybrids have been doing particularly well and pretty much every other EV brand has had pretty positive (at least 50% YoY growth I've seen). The risk for Tesla is the only market they are in are EVs and consumers not rushing to buy EVs directly affects their sales...

You're comparing Tesla to finance? What about the mission, startup mode, hardcore/demon mode, changing society/the world? I don't think tech workers or high risk, non-stop work types is anything like a simple finance org/other companies. A lot of the top tech people that Tesla wants will have...

I'm still waiting for good videos on it myself. Sounds like SW is the issue for now. GM just did a presentation with the Silverado I think, but theirs is similar to the Ford solution according to Batteries Included. The problem is a lot of these are 1 car solutions. I really hope Enphase...

You must be on mobile, but in your order, it's: Helpful Informative Like Disagree Funny Love

Isn't xAI Elon's AI company? Wouldn't that conflict with what they are doing if he were to spin out Tesla to a different AI asset? I suppose Tesla is purely focused on driving vs. other AI stuff like Grok which xAI launched, but if someone was at Tesla, it's probably a more desirable outcome...

Since I can't edit my old post, there is actually fine print on the lower end of the 1st window so if they give it to only high credit people, it can help as you state similar to legacy automakers. There is still too much supply, too low demand across the EV markets though I feel: "*...

If you go to Tesla's website, you can choose your credit rating or pick "Promotion" as your Credit Rating to get the 0.99%. Excellent Credit (720+) gets you 6.49%, Fair (< 640) gets you 11.64%. To me, this looks like a move of desperation and we'll all see in 2 months, but I think we'll get...

Yes, it's a total waste of time (like many things in life), but as I've stated in another post, the technology, solar, V2H, ESS, EVs, automation, Tesla is interesting of a topic for me to waste that time. I was here purely for solar/ESS prior, but that's a sorta dead topic now in CA/NEM3.0 days...

I think it's the sticker shock of $0 -> $24/month. Again, I'd much rather see a lower fixed fee and they just don't cut any usage $/kWh price (they are planning 15%), or even raise that to force people to use less/conserve. I don't think you/most people would be ok with say, $100/month just...

I already don't (and have disclosed multiple times I have no stake to drive the SP down or up since it doesn't affect me nor can Elon fire me), but I'm just voicing/countering someone's claim that Tesla's best growth (their words) were in front of them. People can invest however they want, but...

That's why I just don't get it. How much upside as an investment does this have even in the most optimistic case? 10x? Tesla is worth $5.5 trillion now? Those are bullish ARKK numbers. It can happen, but calling it their best part of their growth from 2018 is not possible when it was 50x in...

So you think when Tesla grew 50x from 2018 -> 2024 was not their best growth and it will grow even further than 50x from now till maybe, 2030? Tesla will then be a $27 trillion company with FSD/Robotics/AI/Optimus dominating because selling EVs are not the solution? I think this is a big part...

Not DarkandStormy, but my guess is his point is that Elon has been wrong/misspoke before. We'll all have to wait 5 years to see if this RT/FSD/AI/Optimus plays out. Having followed the solar/energy side of Tesla far more in the past few years (and wanted the PW myself before), the solar roof...

Pretty upsetting the $24/month is there. I'd much rather a rate increase with a lower monthly. Of course, this would help all solar users more, but also encourage less energy use. AB1999 had this blurb which I'd be very behind (my bolds/color): https://legiscan.com/CA/text/AB1999/id/2908602...

Agreed. I've seen articles (waiting for more concrete proof myself) that Tesla will need to rehire some of these laid off folks to start/continue with plans to build out some of these sites. Since it's probably all speculation for now, I will wait and see until I find a more credible...

I think the US/India allowing ultra cheap new EVs ($10k) come into the US would address Climate Change far faster than a RT fleet. Very few is going to use a RT for longer trips nor outside prime city/dense areas. Even Tesla going balls to the wall with coming out with a uber cheap $15k or...

Do people really see this as a thing for typical corner gas stations in urban areas? I can see the transit routes have better food, shopping, haircuts, etc, since someone would have to wait for about 20 minutes, but in urban/even suburbs environment, do people really want to eat/get a haircut...

Richmond urging CA to leave PG&E: Probably too hard to do considering they made a reference to Sacramento SMUD? took billions and that took decades.

I guess this is what I disagree with, at least in America. You can easily live in Asia/Europe without a car and public transport is fast/cheap/efficient, but I suppose that's why we have different mindsets/posts here. I simply don't think people are going to get rid of cars anytime soon in...

April was pretty bad across the board. They'd need large numbers in May/June to make up the shortfall if they hope to have a good Q2. 1/3 of the quarter is already over.

I thought about this when someone posted that $1 billion SuC buy. $1 billion is nothing to a company like BP (or any large oil/gas company). BP had like $213 billion in revenue in a year alone (2023) and profits of $25 billion? What's to stop them to buy them, shut them all down (other than...

I'm not saying anyone should time the market so if you/anyone believes this will be a massive game changer, then holding makes sense. Obviously, no one knows what's the realistic upside. Cathie Wood thinks Tesla ca be worth $2000/share (or $4000 super bullish). Your numbers of $415 -> $1.3...

Does anyone know if any of these chargers are live? They said they should be live in 2024.

I've said this before and I'll say it again. This was all true, but in 2019, Tesla was worth as low as $13-$23 a share and maybe a $10 billion market cap? We are at $172/share and $540 billion market cap now. Even executing on everything and it's massively profitable, what's a realistic...

Ideal Musk employee who's now available: https://www.cnn.com/2024/05/09/tech/china-qu-jing-baidu-pr-backlash-hnk-intl/index.html Mods, feel free to delete/move if you feel necessary, but this is what demon mode is about and why employees may not want to sign up for it now, if there is a...

From those articles, some manufacturer's make specific models only for China. As one of those articles mentioned, some of this is also for face. You build a factory, maybe Elon has to show face and show that not only cheap manufacturer jobs can be here. You can take what Franz said on this...

Like you say for yourself, there are people who DON'T want to associate with a certain brand if someone they aren't fans of have something they might have bought. I've seen/known enough folks not buying a Tesla because of Elon, some folks may choose not buy a CT because of some of these...

My guess is that the Chinese market has different preferences than the US and having 1.4+ billion people, is a large population base to possibly cater to their preferences. From what I've seen, most? high end Chinese car has Karaoke in it, cars in China may also be driven by a chauffeur. Would...

You need enough $$, confidence in your ability, networking, skills, experience, but I'm not surprised morale isn't the best right now. If folks who are managers are leaving, you can only assume worker bees won't feel safe since losing your manager/senior leadership in your group means you've...

I actually agree with you that copying FSD for a different vehicle is not so simple. I spent some time looking at videos of Wayve and video/camera's on Mobileye and I think those are more likely competitors doing similar things as Tesla/FSD. Since those companies are already using other...

I don't understand the uber bulls not accepting any criticism of the company or their investment or feel everyone is a troll (which I disagree with obviously). Past performance does not guarantee future returns with investments. It's still a wait and see I feel and I'm fine with seeing what...