Is Elon Musk hurting Tesla? (Mod Note Post #1)

I don't think they care about what the Irish presidency actually does in the sense of the very limited role it has, rather that any kind of disruptor installed as president could cause chaos, although in the Irish context, if the president were to start refusing to sign normal bills or acting ultra vires and trying to become a political activist in the system, they'd just impeach them. It would still cause a major mess and do a lot of damage to Ireland's reputation as a stable country, but I don't think they have anything like the numbers of nutters to do something like that. They'r just projecting their MAGA world view onto Ireland and it is not really hitting the mark at all.

You can absolutely see these guys searching around for the buttons to press though - they've been rolling the wheels on topics and seeing what clicks. You could clearly see that with the way the focus has gone from aping US ultra conservative politics with the library protests etc, which largely just got people's backs up and got them no traction other than being seen as fringe loons, to finding their way to topics that are finding some traction in some spots, mostly around immigration and IPAS centres.

Unfortunately, we are very much in the firing line for stirring up chaos. We're extremely naive about it and have a tendency to dive into 'only in Ireland' mode and think these things are uniquely occurring here and only here. They're not. If anything, Ireland's only of minor interest to them, but they are interested nonetheless. From what I can see their main focus at the moment is targeting the UK and Starmer's Labour government, which is proving very easy to push around. A lot of those same tools don't quite work here, but they are trying to use them.

He's likely very busy trying to engineer that trillion dollar bonus from the Tesla shareholder suckers.

Elon Musk

What

A

Cúnt

One of his first tweets VS this week

musks proclamation that he was leaving Washington and returning to run his companies was always just a pander to the shareholders- it’s really really easy to dispel the myth that he is actually active each day or even each week in any of them.

He has 24 hours in his day just like the rest of us, and almost every move is visible. You can’t run 4 large cap companies in a few hours each day from your phone

Times like these I am reminded that I know **** all about the stock market

An electric car company that is going to have sales hit because of the election of Donald Trump. Stock up on Trumps election. Stock up on Musk backing Trump

Basically the stock rises on economic factors that are hampering Tesla's profit margin. What the **** is going on?

At current valuations, Tesla’s financial future can’t possibly be based on making physical products.

90% of the current revenue comes from the heavy industry manufacturing of two cars. The things you list are 10%, and while they might grow, they’re unlikely to eeverpbe a material amount of revenue.

FSD is unlikely to ever deliver on the MASSIVE revenue promise of 6-8years ago. Takeup rates will be low and the Chinese are likely to give it away for free.

likewise, the price of a domestic Optimus robot to hoover your living room can’t possibly cost less than $20-30k.
Again, incredibly low take up, just like the Cybertruck.

It’s genuinely hard to see to where real revenue comes from in 5-10yrs that justifies the $1.3tn valuation.

if I had the garage space and the money - which I don’t - I would have bought a Tesla (and still would) for these reasons:

• experience and technology - the company has the best in the world of both
• Charging infrastructure - again the company has the best in the world (and that’s a deal maker!)
• Elon’s politics - your money is going to end up in the pockets of the mega rich anyway (and they all - mostly - probably have ‘unpleasant’ behaviours and opinions)

1. futurology is all speculation and neither of us is an engineering physicist? (and LiDAR isn’t the magic bullet: “performance degradation in adverse weather eg fog, rain, snow, bright sunlight, and limited ability to detect dark, non-reflective, or transparent surfaces and its effectiveness can also be reduced by complex environments, significant temperature changes, and excessive data processing demands. Additionally, eye safety concerns, potential for data gaps, and the vulnerability to signal interference, such as laser jammers, are significant limitations” - FSD may become feasible in the near future on specific designated road infrastructure, but for all roads everywhere not for a long time)
2. sorry, I was posting as a UK resident - Tesla superchargers are everywhere!
3. actually Musk doesn’t ‘own’ or ‘control’ Tesla (he “only” owns c15%) - he remains CEO only for as long as the board+s/holders want him to

1. R+D is moving faster than the ‘ordinary guy’ can keep up with. Yes, trailblazers rarely keep the lead - as was demonstrated this week in the World Athletics by the English runner clearly in the lead until the other guy came from nowhere +snatched victory by 2/100ths of a sec! But most people buy cars in the ‘now’, they’re not buying future promises, else no cars would be sold🤣
2. Just a point of correction - Tesla seem to have reversed their ‘open up’ policy and 90%+ UK chargers are now for Teslas only ☹️
3. This is the ‘straw man’ thing - I never said or implied any of this, did I?