Tesla Talk 2

And the response to that from RDW:

Assuming they are telling the truth that RDW has informed them (off the record) it will be approved (first it was to happen on 20th March, now on April 10th), Tesla are quite silly publishing this. If I was in the RDW, I would be pissed off with this, but of course it would not change my position, which is based on safety.

Interesting though that Tesla and RDW have worked together in the EU for 18 months on this. Looks like it will be a very well researched decision.

I honestly don't think Musk is overly concerned about the share price at this stage. I feel it is more his combative, bordering on bullying personality trait coming out.

"His history dictates that he always makes proclamations prior to quarterly publications"

Has that really been the case in the last few years though? I think it is quite the opposite. He often makes bold statements and very optimistic scenarios during events and earnings calls. The latter by definition after quarterly figures, not before

And anyway, a point I have made several times before. What is even the point of trying to boost a share price? It will come down just as hard if there is no substance to it. Of course there can be motivations like looking for funding or selling a company, or boosting employee call option allocations but none of these are relevant to Tesla

Do you really think Musk gives a **** whether he is worth $900 billion or a trillion?

Musk definitely cares about where he appears in this kind of list so that his large adult son Saxon can continue ordering milk and cheeseburgers in high-end sushi restaurants.

But things like the above where Tesla makes stock price shifting announcements are likely just a reflection of the kind of corporate culture he has built at Tesla, rather than Musk having a direct hand in everything.

To be fair, my comment is about that!

concern over Q1 deliveries, Ai & Robotaxi over exuberance, and a general lack of revenue generating new products for over 5 years (unless you include Cybertruck).

So what would Elon do at the end of a quarter? it’s new product press release time! 🎉

Tesla, xAi and SpaceX have zero experience in chip manufacturing, not nearly enough internal requirements for such chip volume, gigantic investment requirement (like the 2026 Ai investment announced in Q4) and are decades behind. but it definitely meets the bar of a press release of something massive, coming in ‘the future’ - and it’s another tangential project to cover in smoke for years.

He wont pull the wool over the savvy boards stock pickers 😉

Pouches is just a really bad idea. They might be cheaper and easier to pack, but they simply are a poor design choice for whatever application and disastrous in moving vehicles. They swell and once compromised, can burst. Now that is one thing with LiFePO4. They won't go on fire. But a serious risk with lithium ion chemistries

I know this from working with lithium batteries daily for over a decade. I do not like the smell of electrolyte in the morning. For your home batteries, don't buy Pylontechs, folks.