Elon Musk #2
- Thread starter JeffKeryk
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I have no idea what this means. I always look for proof because facts matter. And success, far beyond my wildest expecatations, has come my way.
Tesla owners are cult like; that has been cited by many studies including Consumer Reports, news articles and the like.
There is a reason for it.
4wd
$50 site donor 2026
Jeff: It’s good you don’t exhibit any cult like signs
👁Yes.
Yes, the Cult of Gaia. Something the ancient Israelites proved to be faux over 2000 years ago.
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always a reason for everything. charley manson had a cult. wanna join?
It's that sort of derelict thinking that should make your skin crawl.
When I worked for an independent dealership, we sold alot of electric vehicles as the owner sourced many Fiat 500e, a few Ford Focus electric vehicles from California. We also had everything from an F-350 Diesel to BMWS. Tesla owners were always the most snooty. One weekend we put away our charging cable. That Monday an irate lady with her model x stopped by and yelled at use for "inconveniencing her" because she couldn't charge her $140,000 Tesla for free. I can't stand Tesla owners.
The big investors like Warren Buffet, Ron Barron and Cathie Wood with Ark Capital are astute enough to recognize cult companies, pyramid scams or Ponzi schemes. They have all put their money where their mouths have been in the past regarding TSLA's potential for growth and profits. And they all have a VERY substantial position in their stock holdings with TSLA shares and haven't been flipping or churning shares.
Nice of you to wish harm upon the thousands of Tesla employees and hundreds of thousands of common people that have a bit of their retirement investments in TSLA that a bankruptcy would cause.
Nice of you to wish harm upon the thousands of Tesla employees and hundreds of thousands of common people that have a bit of their retirement investments in TSLA that a bankruptcy would cause.
Tesla is a great American company. They have proven to be resourceful in trouble times, such as erecting the tents in mid 2018 when the mfg line robots continually failed. They rehired thousands of laid off NUMMI workers saving homes, etc.
China and Europe love their Teslas. Musk is opening another plant in China that makes only Superchargers to supply China and world demand.
Elon Musk is a disrupter; every major car company is chasing Tesla.
These cars are not for everyone, but owners love them. There is a reason for it.
If you don't like Musk or Tesla cars, fine. But your arguements against Tesla have little basis in business objectives.
Saying cult like status, aka customer satisfaction, is bad?
Becoming the 6th largest company in America is bad?
Being the #1 car company by market cap is bad?
If so, you are arguing that success is bad.
China and Europe love their Teslas. Musk is opening another plant in China that makes only Superchargers to supply China and world demand.
Elon Musk is a disrupter; every major car company is chasing Tesla.
These cars are not for everyone, but owners love them. There is a reason for it.
If you don't like Musk or Tesla cars, fine. But your arguements against Tesla have little basis in business objectives.
Saying cult like status, aka customer satisfaction, is bad?
Becoming the 6th largest company in America is bad?
Being the #1 car company by market cap is bad?
If so, you are arguing that success is bad.
The opposite of course is true, the wishful thinking won't help for long and the agitation is a shame. Pure play faith is about as strong as the one in AntiCAFE was.
What the curve looked like ain't what it will look like. Whatever detail and point in time may have led to the idea of being ten years ahead for example cannot mean they'd still be able to even use their own batteries three or four years from now. Depends on the competition, not activism.
Tesla people may be filled with lust but still it will take them 18 years to reproduce if they start up right now. Meanwhile more regular customers which Tesla would have to reach don't fit the wishful thinking around ringtone & tech bubble 2.0 to the same degree. While the "new strategy" of Mercedes for example – if anything – had been "new" in just that: planning to do the same (for such niches, not necessarily the masses). Tesla around the globe couldn't ever be a second Apple and E-mobility even among just majors will be much more diverse than the smartphone world of just a handful of giants.
Manufacturers like GM will have 20 or 30 models each plus super cruise and bells and whistles and won't easily be overlooked in all that for maybe not making each and every file format playable on a kid's third row display from the beginning.
What the curve looked like ain't what it will look like. Whatever detail and point in time may have led to the idea of being ten years ahead for example cannot mean they'd still be able to even use their own batteries three or four years from now. Depends on the competition, not activism.
Tesla people may be filled with lust but still it will take them 18 years to reproduce if they start up right now. Meanwhile more regular customers which Tesla would have to reach don't fit the wishful thinking around ringtone & tech bubble 2.0 to the same degree. While the "new strategy" of Mercedes for example – if anything – had been "new" in just that: planning to do the same (for such niches, not necessarily the masses). Tesla around the globe couldn't ever be a second Apple and E-mobility even among just majors will be much more diverse than the smartphone world of just a handful of giants.
Manufacturers like GM will have 20 or 30 models each plus super cruise and bells and whistles and won't easily be overlooked in all that for maybe not making each and every file format playable on a kid's third row display from the beginning.
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So, father Elon now warns: Beware of the flying spaghetti soufflé (bubble he didn't say), mind the cost pressure and seek the profitability!? Could he eat the techy soufflé to make Tesla an automaker and try to turn the curve for the workforce building ...automobiles? Would Tesla experience such a classic merger or the alpha male have his Tesla merge more like an angler fish – then leave, some capital and followership in the bag. After all, who'd want to risk a merger when he had to keep Musk as a mascot?
Ain't it too late by now?
Ain't it too late by now?
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JHZR2
Staff member
Interesting the announcements about Musk’s warnings. Looks an awful lot like an industrial or dare I say it, a car company, versus a tech company that just prints money based upon IP and no substance but data and code...
https://apple.news/A_8xs4bp7Tp2vM5J5gF5OhQ
https://apple.news/A_8xs4bp7Tp2vM5J5gF5OhQ
Tech companies, depending on their products, have more than data and code. Data and code are generally foundational and differentiate their products from competitors. Semicondutor Manufaturing (Applied Materials, Lam Research, KLA-Tencor) is a prime example. So is Tesla.
As a veteran of high tech, it is my experience that gross margin is a key component to company and market performance. Cutting cost is mentioned, no stressed, constantly. Incremental improvements add up and are far easier to identify and implement than major improvements. This is a key point in the "Japanese Manufacturing" philosophy. Everyone in Silicon Valley knows the term "Kaizen".
My job, as a development programmer in high tech business analysis and forecasting, was rewarded in a large part because I insisted on delivering high performing application results at the lowest possible cost. Not my words by the way. Executive staff.
Regarding Musk's point on stock price, stock purchases and sales are based on expectations of future performance, right?
As a company, Tesla is in a rapid growth mode. Growth is expensive and risky (Musk's point and perhaps yours). Building factories, developing and releasing new vehicles is costly.
All good.
Tesla in no future will ever be grown to a size that could justify the phantasies in current fiction. They may find a way to send vehicles out on rockets fast and by the dozens to mars and beyond, otherwise no: growth cannot explain. The planet won't be plastered with Teslas. https://www.forbes.com/sites/greats...0-was-a-bad-idea-in-september-even-worse-now/
Father Elon looks like digging up the hatchet for war on the german union before even coping with his jet lag (or understanding his first Karl May read on board of his plane
Father Elon looks like digging up the hatchet for war on the german union before even coping with his jet lag (or understanding his first Karl May read on board of his plane
Tesla in no future will ever be grown to a size that could justify the phantasies in current fiction. They may find a way to send vehicles out on rockets fast and by the dozens to mars and beyond, otherwise no: growth cannot explain. The planet won't be plastered with Teslas. https://www.forbes.com/sites/greats...0-was-a-bad-idea-in-september-even-worse-now/
Father Elon looks like digging up the hatchet for war on the german union before even coping with his jet lag (or understanding his first Karl May read on board of his plane
Past performance is a great indicator of future performance. How have yourself and David Trainors predictions been so far?
JHZR2
Staff member
All good indeed. Not denying that any company, to stay competitive must reduce cost and increase efficiency...
To your point though on companies with fabs and other industrial capability... AMAT, one you cited has a P/E of 21.6. LAM is 27. KLA is 31. Comparing further, Google is 35, Apple 37... heck, qqq is 77...
TSLA is 1071.
I dont have an argument against the goodness of Tesla and their tech. But their pricing, as mentioned elsewhere is not indicative of reality, no matter how much they grow or how successful they are.
And it looks like Musk is recognizing it as well.
Performance may have always been great and always remain great and still one may never make it to the 64th field with his rice on the chess board, you know? With just one player and game that is
Performance wherein, would be the question. In holding a union down? In lowering prices for America and raising them for Europe? You're being sarcastic, you're not expecting Tesla to buy them all – from China to Turkey and Bavaria to Baden-Württemberg, right?
Performance wherein, would be the question. In holding a union down? In lowering prices for America and raising them for Europe? You're being sarcastic, you're not expecting Tesla to buy them all – from China to Turkey and Bavaria to Baden-Württemberg, right?
I can see where an electric vehicle would be ideal. When I lived in San Bruno years ago an electric vehicle would for driving to work and running around the Peninsula would be a perfect application. I wouldn't buy one to virtue signal or that they will save the Earth of to show off that I a hipster . I worked of electric forklifts and while different than a car I can see the certain value.
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