Tesla Talk 2

the figures are mostly to 2019 and even if. There were to 2021 that’s almost half a decade ago… a long time in the ev landscape.

As usual with these threads Cyrus… you are wrong.

I know the original plan was ok. I assume the bits about abandoning the company and hollowing out its resources to buy twitter, start doge, divert resources to xai, etc aren’t in the plan though!

Didn't he also use many of his Tesla shares to buy twitter? I agree the distractions have not been welcomed by Tesla, with rhe exception of xAi which clearly has some cross over, as does SpaceX (Telsa motors are used in Starship for example).

I'm going off headlines and haven't looked too much into because as I said, I just like rhe car and I'm not too interested in the noise that comes with it. But I believe his latest package comes with conditions that he focuses on getting Robotaxi's and Optimus over the line and simply because they cannot do it without him. In my opinion, he will be gone after that. This is the natural progression of a Ceo. There is a start, a middle and an end in their tenure which are planned out in advance.

I think that’s a bit ot a generalisation - you can’t just dismiss the opinions of people you disagree with.

You should consider being more of a ‘free speech absolutist’ 😏

Building cars in China is really no different to the 90’s when all the worlds best cars started to come from Korean and Japan. We had a 1986 Datsun cherry that was years ahead of the rest by having a 10 year anti rust guarantee and an electronic choke!

I don’t particularly mind where the cars come from, as long as they are reliable, good value, and can still be easily serviced when 15 years old.

VW have made cars in China since 1985 btw

I think the part they can't do without him os transition away from an EV company to an autonomous vehicle company. Plus Optimus.

Maybe can't is the wrong word. It's more like won't do it if he's not around. Whatever.company Tesla is at the time he leaves, is the company it will be for.decades to come. I mention the start, middle and end of a ceo tenure. This is musks end game, but really he's basically creating a new company with a different product. He is unique in that his end game is a whole start, middle and end wrapped into one.

I agree. In general, Elon was a good CEO for the company. However, his antics this last year have made his name toxic. His association with Tesla have made the brand toxic, reducing the numbers sold. He absconded from his role as CEO to play around in politics, and this also affected the company. Now he is somewhat back at the helm, but it is hard to see how the brand can recover from the damage he has done. He has annoyed all the left-leaners in countries around the world. Now he has annoyed the Right in the US with his public falling out with Trump. The company would be better off with a complete rebranding, and someone else being the face of it.

Im not sure how this could be done. Maybe they could split the company, with Elon giving up his seat as CEO in Automotive-Tesla and lead the other tesla projects instead. But I don't believe his ego will let him give that up, let alone share power with someone else in Tesla. He has a history of being unable to share power, as we saw with Trump, the original founders of Tesla, etc.

That's fair comment, few would argue about his optimism in terms of timescales but it is a stretch to believe that the comments are made to pump share price. That implies that the market is dumb enough to swallow anything time and time again which clearly is not the case. Tesla shares are traded in volumes and active amongst institutional and retail clients. Everytime they trade, to buy or sell it is expressing "their view" with real money and to presume they are stupid and swallow everything that Mr Musk says is simply not credible.

maybe we all want to believe musk. I wanted to believe the cybertruck would be what he originally promised rather than what we got, the the model 3 would be follows by a mkii, that we would have reverse charging to the grid through a whole Tesla eco system.. like apple only for cars and power… we got a humanoid that doesn’t work (probably never will) and a phallic shaped ride hailing service in Austin Texas. It’s undeniably rubbish in the context of the Hope value of the shares!

Nope, its not entirely true to say that he was cleared of any wrongdoing. He was legally found not liable in a separate civil lawsuit brought by Tesla shareholders. He settled with the SEC without admitting or denying wrongdoing, but agreeing to pay $20 million for what he did. He also had to step down as Tesla’s board chairman for three years, and had to get pre‑approval for his tweets, as I said.

He brought his case as far as the Supreme Court to try and overthow the settlement, but they sided with the SEC.

https://www.businessinsider.com/supreme-court-rejects-elon-musk-remove-twitter-sitter-sec-2024-4

isn’t this exactly what he’s doing? e.g the reaction in Apr ‘24 to the SP crash when he finally admitted that the promised model 2 wasn’t happening? He scrambled out another promise-tweet about ‘something big’ on 08/08/24.

He quite literally does exactly what you describe, for about 5-6 years now, since the Y was initially announced back in March 2019(!). That might be the last day he promised and delivered?

Promise after promise, all designed to do what a CEO is supposed to do ( the fiduciary duty bit) - deliver shareholder value.

Once he has a new promise to cover for the promise that’s being sunset without reason, the ponzi continues and the SP retains its value.

It’s not hard to see - just List out all the failed promises since March 2019, and then list all the delivered (revenue-generating) promises.

doesn’t seem to reconcile:

https://www.cnbc.com/amp/2025/08/05/elon-musk-tesla-sales-in-britain-germany-plunge-as-chinas-byd-soars.html