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Guest Message by DevFuse

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Strip Musk of Tesla chairman role?


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32 replies to this topic

#21 OFFLINE   fordtech1

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Posted 06 June 2018 - 09:37 PM

I Stand corrected on sales stats of plug ins

https://insideevs.co...ales-scorecard/







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#22 OFFLINE   MKX1960

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Posted 07 June 2018 - 01:55 AM

The thing about Tesla is that every decision looks like a bad decision until it's not and at what point does your patience run out to see if these are all good decisions in the end?  I see a ton of obvious issues with their business strategy.  Building capacity for sales based on the hype or pre-orders...but what happens when those pre-orders are filled or cancelled when the pricing reality becomes apparent to people who expect to pay $35,000 for a car that is actually twice that at check-out.  What about their other high-margin products which are now old news and they don't have the money to update because they used it to spend on other things?  There is just a massive amount of uncertainty piling up right now and they've done an incredible amount of damage by biffing this launch and failing to deliver on promises.  Tesla's existence is remarkable because it's business model would never work at any other company, it's something powered by vision and hope instead of profit and results.  They are reckless in more ways than one, from "Auto Pilot" to delivery times.  I'm generally not a cynical person but even I don't like the lack of common sense here because it has the potential to ruin something that is making a difference...and dear God their fans drive me insane which is another turn-off.  Tesla fans think the other car companies are lazy and evil.  It's that cultish thinking that is also unsustainable.   

I've read that 23% of model 3 customers have taken their deposit back.



#23 OFFLINE   sullynd

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Posted 07 June 2018 - 05:17 AM

I still think Model S looks really good. Model X on the other hand looks like a turd on wheels.


Agreed on both fronts. The S is a year older than the CD4 Fusion, and has had one mild MCE in the time the Fusion will have had two. Im less concerned about aesthetics though and more curious to see when/if it gets a more thorough redesign (platform etc).

#24 OFFLINE   Moosetang

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Posted 07 June 2018 - 08:28 AM

It's interesting to me that neither Musk nor those with interest in/influence upon his company have realized that what Tesla needs is a Gwynne Shotwell. Gwynne is the President and C.O.O. of SpaceX, and is generally the person whose job is to translate Musk's high-concept ideals and desires into a pretty well-functioning (though far from perfect) company. And because she is known to be competent and business-savy, when investors and the like need someone to reassure them that SpaceX isn't off it's rocker they can go to her rather than trying to pierce Musk's personal reality bubble.


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#25 OFFLINE   blwnsmoke

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Posted 08 June 2018 - 07:47 PM

Tesla stock shot up 10% Wednesday with Musk's announcement of them being on track for 5k a week this month. So what will his excuse be when he doesnt hit it. Amazing how people react to him with him not hitting one goal yet.

#26 OFFLINE   tbone

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Posted 08 June 2018 - 08:59 PM

Tesla stock shot up 10% Wednesday with Musk's announcement of them being on track for 5k a week this month. So what will his excuse be when he doesnt hit it. Amazing how people react to him with him not hitting one goal yet.


Its actually pretty ridiculous and strange considering the guy hasnt been right on his production predictions.

#27 OFFLINE   silvrsvt

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Posted 09 June 2018 - 06:09 AM

Tesla stock shot up 10% Wednesday with Musk's announcement of them being on track for 5k a week this month. So what will his excuse be when he doesnt hit it. Amazing how people react to him with him not hitting one goal yet.

 

I think Tesla stock is one of the most shorted stocks out there-you can make a ton of money off it (or you used be able to) or you'll lose your shirt. 


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#28 OFFLINE   blwnsmoke

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Posted 09 June 2018 - 06:13 AM

 
I think Tesla stock is one of the most shorted stocks out there-you can make a ton of money off it (or you used be able to) or you'll lose your shirt. 


Ya the article I had just read said the people who are doing short sales betting against it lost $1.1 billion because of the 10% jump.
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#29 OFFLINE   silvrsvt

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Posted 13 June 2018 - 12:17 PM

Tesla cutting 9% of its workforce

 

https://arstechnica....-its-workforce/


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#30 OFFLINE   tbone

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Posted 13 June 2018 - 04:23 PM

Well that cant be seen as positive on what is supposed to be a growing company. They actually have a lot more employees than I expected.

#31 OFFLINE   jcartwright99

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Posted 13 June 2018 - 04:38 PM

Call me a hater but I think it's just a matter of time before investors pull the plug on this money loser. Don't get me wrong, the engineering behind Tesla's electric cars is great! However, the understanding on how to mass produce a quality vehicle without losing money is what is going to sink them. Would you want of those first model 3's (I wouldn't). Their whole premise of their business plan is to sell electric cars to the masses (hence the 35k sticker base). However, most they are producing are well into the 50's. What happens when the tax credit goes away?

 

The thing that I am really interested in is the reliability of these model 3's. If they were put together poorly, one can expect that there will be a bunch of issues creeping up to fix them.


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#32 OFFLINE   rmc523

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Posted 13 June 2018 - 06:37 PM

Call me a hater but I think it's just a matter of time before investors pull the plug on this money loser. Don't get me wrong, the engineering behind Tesla's electric cars is great! However, the understanding on how to mass produce a quality vehicle without losing money is what is going to sink them. Would you want of those first model 3's (I wouldn't). Their whole premise of their business plan is to sell electric cars to the masses (hence the 35k sticker base). However, most they are producing are well into the 50's. What happens when the tax credit goes away?

 

The thing that I am really interested in is the reliability of these model 3's. If they were put together poorly, one can expect that there will be a bunch of issues creeping up to fix them.

 

It's common for early models to skew toward the top end (aided by Tesla not even offering the base models right now), but even so, it's a bad thing that they're selling more expensive models right now?  That would only help them inch toward profitability (in theory).


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#33 OFFLINE   silvrsvt

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Posted 13 June 2018 - 08:45 PM

 

It's common for early models to skew toward the top end (aided by Tesla not even offering the base models right now), but even so, it's a bad thing that they're selling more expensive models right now?  That would only help them inch toward profitability (in theory).

 

IMO the market is still constrained at say the 55K mark vs the promised 35K mark.

 

People aren't going to buy a $55K sedan in large numbers, which Tesla needs to be profitable. 

 

If anything, they should have designed the car to be profitable at say the $35K mark (next to impossible)...its like any other auto manufacturer selling small cars at a loss-Ford can make money on a 20K Focus, but not a 15K one. 


"Hell, there are no rules here-- we're trying to accomplish something."
Thomas A. Edison


Ford Products owned though the years:
1986 Escort GT Race Red
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2002 SVT Focus Satin Silver
2006 Mustang GT Tungsten Grey

2010 Escape XLT AWD Sport Blue
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Future Fords:
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199923.png
 
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