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Tesla
06-09-2018, 11:57 AM. (This post was last modified: 06-09-2018, 12:04 PM by specuvestor.)
Post: #151
RE: Tesla
Correct that's why Apple failed in the 80s with Apple IIe arguably being the iconic peak and succeeded after Jobs became more pragmatic (even alliance with Microsoft and using Intel chips), though he still pushed design to the boundary of what is operationally available, rather than what is idealistic.

It's always a balance

(06-09-2018, 10:30 AM)weijian Wrote: A good read to think about the implications of the whole car ecosystem - from batteries to suppliers, from sales support to ramping up production and of course the future of driving - autonomous self driving.

Tesla, software and disruption

This post began as a much shorter piece about Tesla and Netflix, comparing two companies that are using software to change other industries. But the fascinating things about Tesla is that there are so many different things going on, and so many different kinds of innovation. I’m sure I’ve missed plenty of things. One of the issues that recurs in thinking about Tesla is that tech people don’t really know enough about cars, and car people don’t really know enough about software.

But the history of the tech industry is full of companies where having a lovely product, or being the first to see or build the future, were not enough. Indeed, the car industry is the same - a great, innovative car and a great car company are not the same thing. Tesla owners love their cars. I loved my Palm V, and my Nokia Lumia, and my father loved his Saab 9000. But being first isn’t enough and having a great product isn’t enough - you have to try to think about how this fits into all the broader systems.

https://www.ben-evans.com/benedictevans/...disruption
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

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02-10-2018, 12:27 PM. (This post was last modified: 02-10-2018, 12:32 PM by Wildreamz.)
Post: #152
RE: Tesla
Tesla continues to crush competitors in August: https://seekingalpha.com/article/4209230...ember-2018
EV Company News For The Month Of September 2018
Oct. 1, 2018 4:50 PM ET
Quote:Tesla is currently ranked the number 1 globally with 11% global market share. Tesla is the number 1 electric car seller in the US, and achieved a stellar 25,464 global sales in August 2018, led by Model 3 sales at 17,895.

It's not all fine and dandy though. According to Bloomberg Model 3 tracker (https://www.bloomberg.com/graphics/2018-tesla-tracker/), weekly production has fallen to 1881 (lowest since May) in the last few days. Tesla occasionally stops production for a few days to optimize production process and clear bottlenecks. 

Hope production resumes soon.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger

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02-10-2018, 12:36 PM. (This post was last modified: 02-10-2018, 12:38 PM by weijian.)
Post: #153
RE: Tesla
It's abit puzzling why Tesla needs to foot part of the bill? Nonetheless, we have all seen how a "compliant board" that doesn't act as a sort of check and balance against an aggressive CEO will often end up as a disaster. So i suspect the (involuntary) removal of Elon Musk as the chairman of the board, will actually be a big positive for Tesla moving forward. From a "structure" standpoint, it actually starts to make Tesla interesting for one to continue the "asset/business" portion of the study of Tesla as an investment.

Elon Musk removed as Tesla chairman, but will remain CEO in US$40 million settlement after tweet

Musk to split a US$40 million penalty with the electric-car maker to settle fraud charges over his tweeted claims about taking the company private and must resign as chairman within 45 days

https://www.scmp.com/news/world/united-s...remain-ceo

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03-10-2018, 01:18 PM. (This post was last modified: 03-10-2018, 01:19 PM by Wildreamz.)
Post: #154
RE: Tesla
Tesla confirms that Model 3 production hit its ambitious target last quarter
October 2nd, 2018 at 10:30 PM
https://bgr.com/2018/10/02/tesla-model-3...crease-q3/
Quote:Delivery wise, Tesla during the September quarter delivered 83,500 vehicles to buyers. And driving home just how fast Tesla has managed to improve production and its delivery rate, the company notes that during the third quarter alone, “we delivered more than 80% of the vehicles that we delivered in all of 2017, and we delivered about twice as many Model 3s as we did in all previous quarters combined.

No matter how you look at it, Tesla appears to have had a stellar quarter, Elon Musk’s peculiar antics on Twitter notwithstanding.

This quarter looking in line; the next question will be profitability, which will be answered during earnings call; looking forward for next quarter.

(vested)
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger

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