Tesla

[12,000 RPM]

Yea the Camaro is just not well proportioned. Super odd, because the pooprod should enable it to have a low shoulder line, and I feel like the ATS/CTS with which it shares a platform with, which have taller DOHC engines, don't have this problem.

Pretty much from the 4th gen F body on its been the same story. Higher performance at the expense of everything else, with lagging sales as a result.

[2o6]

Yea the Camaro is just not well proportioned. Super odd, because the pooprod should enable it to have a low shoulder line, and I feel like the ATS/CTS with which it shares a platform with, which have taller DOHC engines, don't have this problem.

Pretty much from the 4th gen F body on its been the same story. Higher performance at the expense of everything else, with lagging sales as a result.

The Camaro has the 3.6 as well....

[MrH]

Can we get some r0tor hot takes on this morning's very bullish news?

[BimmerM3]

Tesla's goal has always been to automate as much as possible, so I don't think this is all that surprising.

[MrH]

The inbox at CustomerSupport@tesla.com is bouncing emails back saying it's full.

Must have automated the hell out of complaints

[GoCougs]

Tesla's goal has always been to automate as much as possible, so I don't think this is all that surprising.

Generally, a corporation doesn't lay off people in lieu of automating, esp. when growing. Typically what happens is staff is swapped (laying off production managers and hiring robotics engineers). This layoff happened immediately - people were walked to the door. This is about Tesla (and SpaceX) desperate to make various numbers. It looks awful, but is actually sorta good thing, in that Musk or his handlers are realizing that corporations have to be a viable business to survive (I still have grave doubts about Tesla's future, but it's mostly that most people can't afford the cars and that no automaker has ever made money selling EVs).

[Soup DeVille]

Tesla could make a lot of money licensing other EVs to be able to use Supercharger stations.

[GoCougs]

Tesla could make a lot of money licensing other EVs to be able to use Supercharger stations.

Tesla's already made the offer and no one has accepted.

A (DC) charge standard begets a whole slew of engineering design decisions, and no automaker is keen on waiting for Tesla to call the tech shots on EV design nor to sit around and let Tesla be first.

[MrH]

Generally, a corporation doesn't lay off people in lieu of automating, esp. when growing. Typically what happens is staff is swapped (laying off production managers and hiring robotics engineers). This layoff happened immediately - people were walked to the door. This is about Tesla (and SpaceX) desperate to make various numbers. It looks awful, but is actually sorta good thing, in that Musk or his handlers are realizing that corporations have to be a viable business to survive (I still have grave doubts about Tesla's future, but it's mostly that most people can't afford the cars and that no automaker has ever made money selling EVs).

There has been an abrupt change in what Tesla is doing and how they operate over the last few weeks.  It's all very un-Elon like.

[Eye of the Tiger]

There has been an abrupt change in what Tesla is doing and how they operate over the last few weeks.  It's all very un-Elon like.

Elon is fat now.

[GoCougs]

There has been an abrupt change in what Tesla is doing and how they operate over the last few weeks.  It's all very un-Elon like.

My bet is Model 3 demand is falling much faster than predicted and that someone finally got through to Musk that as a result the end is imminent without profound changes.

[12,000 RPM]

I'm still reeling from the CPO process (which doesn't exist anymore BTW)

I want to believe

[MrH]

My bet is Model 3 demand is falling much faster than predicted and that someone finally got through to Musk that as a result the end is imminent without profound changes.

Well, they have new board members.  That's one theory.  One of them got control.

Another option:  SEC is putting the screws on hard

The most likely in my opinion: PWC is not willing to sign off based on what they're seeing currently.  I think there's a really good possibility of previous quarters numbers having to be retracted. 

[MrH]

Other interesting notes:  Tons of service centers closing in Europe and being removed from the Tesla site.  Supercharging and referrals are now gone.  If you want to run your model 3 via supercharging networks, it's cost per mile is roughly equivalent to a 30 mpg gas car.  Everything points to a massive cash crunch right now.

[AutobahnSHO]

Other interesting notes:  Tons of service centers closing in Europe and being removed from the Tesla site.  Supercharging and referrals are now gone.  If you want to run your model 3 via supercharging networks, it's cost per mile is roughly equivalent to a 30 mpg gas car.  Everything points to a massive cash crunch right now.

anyone not see this coming?

(besides fanbois, many of them Tesla owners)

[12,000 RPM]

If you want to run your model 3 via supercharging networks, it's cost per mile is roughly equivalent to a 30 mpg gas car.

I have no sympathy for anyone who bought a BEV without a way to charge at home.

[MX793]

I have no sympathy for anyone who bought a BEV without a way to charge at home.

Supercharging isn't intended to be the primary charging method for these cars anyway.  It's harder on the battery than slower home charging and shortens battery life.

[MrH]

Night shift for Model S and X just got cut.

r0tor, can we get your bullish hot take?

[GoCougs]

Model S and X sales have been falling for some time. The Model 3 cannibalized to some extent, but IMO that explains only a small portion of it. The market of $85k+ vehicles with limited utility is going to saturate quickly; same will happen/has happened with the Model 3.

[12,000 RPM]

Maybe they have improved the process to where they don't need them?

Just trying to shoot Tesla some bail here.

[12,000 RPM]

Model S and X sales have been falling for some time.

In the US they were both up by double digit percentages and had their highest annual sales ever......

[SJ_GTI]

In the US they were both up by double digit percentages and had their highest annual sales ever......

Well he did say "for some time."

The last 2 hours could theoretically be "some time." 

[BimmerM3]

In the US they were both up by double digit percentages and had their highest annual sales ever......

Not really for both of them, but true if you combine them into one group. The drop in Model S sales was more than made up for with increased Model X sales. Either way, Cougs is wrong on that particular point.

http://carsalesbase.com/us-car-sales-data/tesla/tesla-model-s/
http://carsalesbase.com/us-car-sales-data/tesla/tesla-model-x/

[Submariner]

Maybe they have improved the process to where they don't need them?

Just trying to shoot Tesla some bail here.

I like Musk (mostly for SpaceX) and Tesla too, but given the choice between a.) Tesla is getting their production line in order or b.) Tesla is experiencing some unforeseen fuckup, I think I'll put my money on "b."

[12,000 RPM]

Not really for both of them, but true if you combine them into one group. The drop in Model S sales was more than made up for with increased Model X sales. Either way, Cougs is wrong on that particular point.

http://carsalesbase.com/us-car-sales-data/tesla/tesla-model-s/
http://carsalesbase.com/us-car-sales-data/tesla/tesla-model-x/

I don't know which of our datasets is right, but I've been fucked over by GCBC in the past.

http://www.goodcarbadcar.net/2013/08/tesla-model-s-sales-figures-usa-canada/

[12,000 RPM]

I like Musk (mostly for SpaceX) and Tesla too, but given the choice between a.) Tesla is getting their production line in order or b.) Tesla is experiencing some unforeseen fuckup, I think I'll put my money on "b."

The orange potato puppet from The Apprentice is president. Anything is possible

[AutobahnSHO]

Night shift for Model S and X just got cut.

r0tor, can we get your bullish hot take?

I have seen more Teslas in the 2 weeks since I moved to Alexandria, VA (a DC suburb) than I could ever think possible.

So I blame falling sales on the government shutdown.    

[12,000 RPM]

https://www.autonews.com/manufacturing/tesla-needs-stock-rally-avoid-920-million-cash-payout

Q4 earnings report is gonna be a blockbuster

Sidebar, AN is so good I am seriously considering taking out a subscription. For what they charge though I want print and web

[12,000 RPM]

https://www.theguardian.com/technology/2019/jan/30/tesla-factory-elon-musk-layoffs-company

Alan Ochoa worked at Tesla's Fremont plant in California for four years. He was laid off recently along with his entire department in quality control, many of whom were also long-time employees. "I have no idea how they expect to run without us," said Ochoa.

Everybody buckled in?

[SJ_GTI]

 "I have no idea how they expect to run without us"

-Every replaceable employee, ever