Elon Has Been Warning Us of This Moment for Years / Tesla and Uber / Tesla Semi Losing Orders ⚡️
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- Опубликовано: 13 май 2024
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===================================
00:00 - Tesla Food Ordering
1:16 - White M3+
1:32 - Megapack
2:07 - Tesla Semi Losing Orders
5:10 - Congrats, Mercedes
5:48 - Cybertruck Recall
6:53 - Tesla and Uber
7:45 - Ives
9:14 - Polestar Phone
9:48 - Preview
11:16 - End of Tesla As We Know It
18:00 - TSLA Stock Today
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I'd like to bounce around some ideas with you sometime. Elon's strategy is not opaque to me. He's ahead of the play all the way.
The compensation plan we vote on is more about his increased shares voting powers, not wealth. Elon stated this prior to the court case results. And I want him to have more voting power.
Wow, that got dark toward the end. Just saying
Can elon vote on his own package
@@salty_berserker_channel
It's an insurance policy.
People have been saying for years that Teslas are "smartphones with wheels" which has led me to ponder the question: "which specific apps would work better in a tesla than on a smartphone?" The answer that always came up was anything related to buying food, groceries or anything else that you are about to pick up, because the smartphone with wheels has an even better handle on your ETA to the store than your phone does. So seeing the food ordering process be integrated on the tesla screen is awesome!
Acquiring a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $160K for some time now, but my major challenge is not knowing the best entry and exit strategies. I would greatly appreciate any suggestions.
Investors should be cautious about their exposure and be wary of new buys, especially during inflation. Such high yields in this recession are only possible under the supervision of a professional or trusted advisor.
@@MaryJennings-oh9gi Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
@@muhammedaliyu991 I have been considering going the same route, could you share more info please on the advisor that guides you.
@@MicheleBurkett The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Victoria Carmen Santaella‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
@@muhammedaliyu991 Thank you for the lead. I searched for her, and I sent her an email. I hope she gets back to me soon.
I live in California. Today I saw a truckload full of Teslas coming from the Fremont factory going south. I spoke with the truck driver. He informed me that one of the cars was the new model three which looked really cool and it had white interior.
Ross will vote no with his 10 shares
lol -
The board should make a new rule that totally bans Ross from ever becoming a board member. 🤣
9
😂😂😂
So will I
The court ruling and comp plan revote makes no sens. Unless all the original share holders who voted on Elon's comp package can re-vote, any other voting scheme is unfair to those whose investment was at stake, and fails to respect their intelligence and discernment.
Exactly. It makes no sense. I understand why a 2022 shareholder is going to vote no. It's completely different scenarios with an entirely different group of people.
Great points Dillon with scary implications. This pay package vote could not come at a worse time. If it fails would be grossly unfair to Elon, and potentially disastrous for the stock and for the company. Remember the time John Scully replaced Steve Jobs at Apple? We need to make sure Elon wins this vote!
No, Elon absolutely doesn’t = positive future of the company. Cars will continue to be a cash cow for the next decade, then be unnecessary
Elon is crucial for Tesla indeed.
as much as i want him to stay and will vote for him, it honestly could make the stock jump. all the programs they have in the works wouldn't change, it'd just plateau after FSD more than likely. The stock itself might actually do better without him as CEO, but the company would flounder within 5-10 years in terms of pushing the boundaries.
He’s not particularly effective. He runs SpaceX, Twitter, Tesla, Tesla energy. At Tesla auto alone he now has 35 reports! Absolutely impossible to do all of that effectively. Better he be removed and one person focuses on automotive. Then things *would* get done
@@julsrn99x Didn't you mean "without"? Proofread!
People easily forgot the 3 Covid years of no-work and high inflation. Obviously global battery cost does not fall to the level of expectation made 7 years ago and Tesla alone cannot solve the cost problem for semi and $25k EV. All Chinese EV makers that sell EV below $25k are gross profit negative and would go BK without the government's support. It's very prudent for Tesla to hold the money losing mass production of $25k EV right now and focus on other high margin products development.
The issue isn't the exact cost of $ 25k. The issue is the political meddling from Elon and that doesn't care about the cars. The cars, semis and vans are important for most of shareholders and the globe, rightly or wrongly that is a fact.
Elon has caused major problems in Ukraine. How can such an intelligent man be takin-in by Russia propaganda?
"People easily forgot the 3 Covid years of no-work and high inflation. Obviously global battery cost does not fall to the level of expectation made 7 years ago and Tesla alone cannot solve the cost problem for semi and $25k EV."
Of course Tesla can solve the cost problem. They are working on their next generation platform that will do exactly that. You also shouldn't focus that much on the exact price of the car.
@@Harrythehun "The issue isn't the exact cost of $ 25k. The issue is the political meddling from Elon and that doesn't care about the cars."
Political meddling? If Tesla decides to focus on Robotaxies instead of the so called Model 2, it's a business decision and not political meddling. And the same reasoning goes for the other vehicle types.
@@Harrythehun since when is supporting freedom of speech "political meddling"? You would prefer censorship collusion between government and social media?
Why does this “Elon’s package situation” remind me of Steve Jobs being ousted from Apple? 🤔
People in position of power may make decisions based upon their personal beliefs and not for their company or organization. It’s crucial for board members to know the company and share in its mission and goals.
About the Delaware judge, I recall she said the board knew too much about Tesla or something. For me, I think they should know Tesla really well if they are making decisions for the company! Common sense to me. But, they should also be eager to embrace innovation, especially for Tesla, which is one of the most innovative companies in the world.
@@DouglasJMark "People in position of power may make decisions based upon their personal beliefs and not for their company or organization. It’s crucial for board members to know the company and share in its mission and goals."
Luckily the board sees the value of Elon.
You can't compare the two.
Dillon, the calm and insightful voice in a raging sea of Tesla chaos. Thanks for your temperment and thoughtful commentary.
Meanwhile, IMHO, its not whether or not Elon deserves the payout now because things are not going well . It shouldn't matter, he earned it by accomplishing the goals set for him back in 2018 and should be paid based on those contract goals. I'm betting my entire retirement on Tesla and I am now upsidedown on my Tesla stock investment but I still want contracts to be honored. I'd also prefer Elon get what he wants since he's the one who made everything happen over the past 6 years. I'd like for his vision to guide the company for the next 6 years. I think all stockholders will benefit if he stays on. I'm not selling no matter what. I'd rather weather this storm for a year or more than be the guy who sold low based on his emotions and then face palmed in a couple years when the stock took off again and was not there to enjoy it.
I wish Tesla would tell us what’s going on with a lot of projects! Semi factory/volume production, GigaMexico, Megapack Factory Shanghai, my Cyberquad, Model 2, Transit Van and so many more. Elon and team are so blinded by FSD. Such a shame.
FSD is much more important for Elon because it will ensure driverless cars, rest will benefit from that as well
He's making sound priorities; people who do not see that have to grasp the implications or sell their stocks; they are not worthy.
Semi is too expensive to produce. They are making a loss on every sale.
Model 2 cost to produce is on pair with model 3. Currently it would only be selling cheaper than model 3 which would lower margins and cannibalize sales of model 3.
@@sa34w "FSD is much more important for Elon because it will ensure driverless cars, rest will benefit from that as well"
While it's more important long term, it's still important to not lose focus on their other business.
Thank you for your work and being unbiased unlike other channels. You're the best!
This time 2018 stock price $19.61 vs today $147.05. What else needs to be said on which way to vote?
That 1 share in 2018 regardless of the price split 15 time. Now you have 15 shares worth $147.05, $2205,75
I have hand people tell me I am wrong but I don't see where.
@@danharold3087 You are wrong because when the stock splits occurred, they adjust the historical prices down accordingly. The shares were not actually $19 in 2018; they were $19 adjusting for the splits that happened later.
Edit: You can easily validate this: Google says "Tesla went public on June 29, 2010 at $17 per share." and if you set any finance stock tracking site to "max" for the full price history, you can readily see that at IPO it says the price was $1.25 or so.
One of the reasons that Tesla makes up a smaller part Elon’s wealth is that the price is so low. Elon has actively done things that are affecting the stock price negatively. Particularly, delaying the more affordable vehicle. This happened after he lost his compensation package.🤷♂️
I do kind of agree with the observation that outside our bubble, there is a lot of Tesla and Elon hate all over the internet. I've even seen plenty of folk threatening to vote no on Elon's pay package for various reasons. Why am I getting Steve Jobs/Apple vibes circa 1985...
People often behave in irrational ways. I hope that Elon get's the shares that he's owed.
It's not just outside our bubble. A good friend of mine, that owns shares and wanted a Tesla for years is beyond pissed at Elon. Yes this friend is an uber liberal and that clearly drives his feeling, but the point is that is a LOT of people right now. Elon and his lack of emotional maturity is causing a lot of issues for Tesla. People that say it has no effect are dumber than rocks..
I think it will be his own fault if the shareholders revolt against him. He hasn’t exactly been working for their best interests (he’s too conflicted), and this culture war nonsense he’s on is deeply embarrassing and damaging to the brand. If he’d just stayed the course, not sold Tesla stock to go work at Twitter instead, decided for Tesla to be a leader in AI instead of not, he’d be rewarded. If he has lost shareholder support, it’s on him.
Oh and when you sell stock, you lose those voting rights. It is what it is.
The only reason I can see is that he voices his opinions, and they differ from closed minded people, even as they claim to be open minded. Open minded as long as
You think like them, blows the mind
@@enlasrocks i think you’re missing a couple important points.
Maybe consider what conflicts of interest and fiduciary responsibility mean for a CEO.
And if you loudly promote views that customers find abhorrent, and you aggressively support people who seem highly objectionable, don’t you think potential customers might exercise their right not to buy your product? Would existing customers want to disassociate themselves and be less likely to do word-of-mouth promotion for you?
Maybe it would be reasonable for shareholders to start to doubt if you’re the best representative for the company? Particularly if you rarely show up to work, and the leadership team has become hollowed out under your watch?
Where do you think the stock price would be if he stayed focused on the Tesla mission and didn’t buy Twitter? If he pushed to make Tesla a leader in AI? Down 60%? I highly doubt it.
Re Semi, I wonder if it's constrained by 4680 supply and there is no timeline yet when that is resolved??
Bingo!
Those packs should be designed for easy replacement when new tech comes online.
Even replacing a gas tanks on a semi is a relatively quick job.
That will elevate this possible bottleneck.
Almost certainly. And the few 4680 cells they are managing to make are going into Cybertruck production. Despite all the earlier talk about widespread use of 4680 in their cars, they're actually shipping them with batteries from Panasonic, BYD, and CATL.
Fantastic analysis on the comp plan bro! Thank you very much ❤
If this remuneration vote does not go in Elons favor and the appeal fails Elon will walk. Look at it from his point of view. He put in the work to achieve what were consdered ridiculous targets and, after meeting them all, he is denied the compensation that was agreed on. Why on earth would he believe that any future remuneration package would be allowed to stand.
I would suspect that ANY remuneration package would be challenged.
This is robbery. The judge had one reason for doing it. Now every tick is crawling out of the woodwork with things not related to Elon meeting the goals of the package. The question is was it fair in 2018. Go back and read what the media was saying in 2018.
The Ford recall was well publicized, but you get more clicks if you dog on Tesla.
But the Ford recall was largely ignored by the media. It’s new to me and I watch for this stuff.
@@davidelliott5843
Yup. If you dog on Tesla, you get lots of clicks. If you write about Ford, crickets.
Mercedes limited driver FSD $2500 a year is hilarious. 😂
Indeed--more than double FSD paying monthly with the new price cut and FSD is much more capable, even if needing to pay attention.
New "Tesla game"
.
Find a "level 3" Mercedes.
TROLL a "level 3" Mercedes.
.
Deserted highway.
Let the Mercedes latch on.
Gradually increase speed until the Mercedes disengages.
Double "Jazz Hands" wave
👋goodbye👋!
You still need to pay attention with the Merc system. Only difference is you can remove your hands from the wheel (while following a lead car at max 40mph during perfect weather during the day)@tHebUm18
You provide insightful original content.
Refresh my memory but how many Tesla shares did Elon SELL to buy Twitter? And now he needs how many shares to get to 25% ownership of Tesla?
Yeah. 😂
Not feeling confident in compensation vote. I know many Tesla stock holders that have soured on Elon since his Twitter purchase and frequent political posts.
🤞 The pay package passes and Tesla innovation returns to media headlines instead of rumors and drama.
yeah its why the Delaware judge went through with it despite likely blowback from Corp. world. Such a long delay in ruling, timing is everything with this stuff. Many are controlled by media, its impossible to escape their influence completely. Have to admit its a very clever move. Hard to say how it will turn out with the nonsense ruling being painted in the light it is. tesla could get Apple Jobsed lol. Makes so much sense why he said Space X had to stay private, their only play there is regulatory delays and fines.
Prioritizing the Semi and Cybertruck now when the when the other model sales are down makes sense since the price don't matter as much for those two models. It takes time to switch and ramp up production, though.
Holy shit, surprised to hear my tiny Capital Cardiff mentioned on this channel 😂
😂😂😂😂 bagholders wiping away the Elon schmeat juice
Only 3800 cybertrucks built so far? That's a big production miss I think. No way they make 50K this year. Another stock downer. No discussion?
What is going on in Tesla? First slow walking the Mexico plant and now uncertainty around the "Model 2" when it should have been ready to roll off the line by the end of this year. Now the semi program is on hold for some unknown reason. Tesla has $20+ billion in cash. What's going on?
More factories simply mean wasted money in the current climate. Should note they are expanding existing factories. Have the lithium and cathode factory in progress. New megaPack factory in China is on again, expansion for the China car factory I do not know. Yeah I know they fired the guy in charge of building the cathode facility. Was it due to the nasty dbe problem? Will have to see how that plays out. Interesting times.
More outstanding work! I’m very thankful for a credible source, comprehensive, low bias information combined with an effective, efficient communication style. Keep it up!
Excellent points Dillon. I will definitely cast my votes to approve Elon’s compensation.
I hope/wish Elon would clearly enunciate some of the strategy/reasons behind the :
A. Delay in building GN
B. Delay in building Semi
C. Delay in ramping up Megapacks in Lathrop
D. Delay in starting Megapacks in China
E. Strategy of Robotaxi vis-a-vis Gen 2 car.
If these questions are not addressed by Elon then hopefully he will get pointed questions from investors and/or analysts.
Thanks, Dillon, as always, for your clear-headed take to help me sift and sort the Tesla (and market) workings. Good job.
Exactly like the long-term pattern feels like.
Excellent analysis thank you.
If they vote against the comp package, stock goes down. Do they buy more or divest?
If Elon then steps down as the CEO I think it would reduce the potential value, which also reduces the value of their shares. So I think it’s still in their (institutions) best interest to vote yes to comp package.
Elons suggestion, a few years ago now, that he would stay off of the calls is one he should seriously consider, as the last several have been an unmitigated disaster that has given me PTSD!
Apparently, he may not be on this next one as he is to be in India.
LIke the last time when he asked that we moderate expectations. And here we are all surprised LOL
A predictable buying opportunity though.
Also, I thought partially that was premised on Zach leading the earnings calls--and he's not around anymore. Personally I miss Zach if for no other reason than I have a hard time understanding the new CFO's accent.
"Elons suggestion, a few years ago now, that he would stay off of the calls is one he should seriously consider, as the last several have been an unmitigated disaster that has given me PTSD!"
I would rather have Elon on the calls.
@deani2431 I would agree with you… except there is almost nobody left in Tesla leadership. Look at the website. Tom Zhu (who seems competent), Vaibhav Taneja (who does not) and Elon Musk (who doesn’t work there anymore). Everyone else has left.
thanks Dillon
I appreciate that you are honest in your Tesla semi reaction.
Some of these bull channels just turn poop into diamonds no matter what happens and that makes their credibility turn from diamonds to poop.
I agree that Robotaxi needs to be pushed out. The software isn't ready, and what we all want is a car we can afford. Most of us couldn't care less about FSD and Robotaxis. We just want to buy an affordable EV for our own use. The only thing that Elon being out of the picture would change, would be Robotaxi versus Model 2. It's a no brainer to make the Model 2. That's where the worldwide demand is.
The $80k Cyber Truck is the $25k model 2, isn't it?
Tesla is all hype and 0 delivery if they ever do announce a model 2 it’ll be 10 years before they actually start making it with it’s price increasing two to three times higher than originally announced same as the Cybertruck.
I agree, the semi is LATE. very troubling. Twitter was a gut punch to the momentum. Very disappointing.
So twitter is to blame!! Ah ha. Yup, that makes sense.
Twitter has absolutely nothing to do with the semi, what koolaid have you been drinking?
Semi, FSD, Roaster 2, Cyberthud, Musk has overshold and under delivered. He needs to go without his $56,000,000,000
Yes restoring free speech to the Marxist controlled social media platforms was terribly inconvenient.
The semi is LATE because the board decided it would be late. The truck w/o the infrastructure to charge it is worthless.
Re: Tesla vote... It's a lot like the Pied Piper. He was contracted to remove the rats from the town; he did this and the town was happy but the town the decided that they didn't want to pay...
Elon set an impossible goal with a ludicrous payout... and he delivered. Shareholders have very short memories...
People are forgetting that Elon could have ended up with $0 because he was not only betting on himself but the economy.
It's an American thing, walking deals back has always been despicable frankly. Pay the man what was agreed and be done with it.
He’s behind in every important goals and metrics, no 4680, no Semi, no Roadster, sales are down too, Cybertruck is a useless stunt project to show off his ‘cool’. In my opinion he’s rather a distraction and liability than an asset to Tesla, I’ll vote against his ridiculous compensation for sure.
@@LeoMeisels since its so bad, much better for you sell tsla and go buy gm or something isnt it?
I’m sure the majority that vote no has only jumped in the last several years. They haven’t been through the tough times and stress of the first 18 years of the company being led by Elon through thick and thin. And many of those with millions of shares want Elon out as majority influence. Some probably want Tesla dismantled in favor of other investments that compete with Tesla. Sabotage from within. Its not a crazy idea and it’s certainly not something that hasn’t happened before to other companies.
yet to get my form to vote - live in Canada - will vote for ELON period
Hi Dillon,
I have been a Tesla shareholder since June 30, 2010. I 100% support Elon. This may be a dumb question, but how do I vote to support him please?
Thank you.
Phil
How is the semi not done before and Daimler/ Scania and others are already selling electric semi ?
Tesla's semi is far more ambitious in range than those other electric semis. Tesla's can be driven 500 miles on a charge, while everything else struggles to reach 300. That makes Tesla suitable for a lot more use cases. Tesla could build a shorter range version by swapping in a battery other than the one made with their 4680 cells, but has chosen thus far not to compromise the product in that way. And they can't make enough of those 4680s.
@ that is a good point. I can only assume that for europe 300miles is suitable for many use cases.
All Tesla lacks now at their Superchargers is the "Order porta potty" app.
Thanks!
When is the vote? I see no corporate actions listed on my broker website for tsla?
I'm hoping for a big drop in TSLA share price soon. I have a lump of cash just waiting for the 8/8 reveal.
If the quarterly earnings update is received negatively, we may see TSLA $100 again before summer. I’m not confident enough to sell and regroup, but I DO think it’s likely, and I’m sitting on some cash, waiting to see.
8/8 reveal. Better have a lot of pain killer on hand and some hip-waders ! I am not very confident that it will be anything but a pie in the face. :- {
Next week. If you're a gambler, short your way in. I'm not. And if the next quarter goes the same way, good luck.
Elon should get the pay package that was approved, but he shouldn't have sold so much of his Tesla stock to buy Twitter and other stuff. He's responsible for his current situation and low ownership. He sold at a terrible time so he can't whine about it later and demand more control of the company.
Precisely 👌🏾
Switching to a lower range semi option will just come back to bite them in the cheeks .
I recall they announced at least 2 battery sized aka range choices when it was first introduced.
@@danharold3087 not Tesla the other company. There options do not compare to the Tesla rig
Ah Dillon is at least now agreeing that when a delay is of a significant amount, it’s not good. Well everyone has that limit as demonstrated by customer, the ultimate deciding metric. Not what Elon or the fans think.
You don't take pre-orders years ahead of production.
I find it a scary thought that Elon might get less say in the company. I want him to steward my investment, that’s what I signed up for
What is th purpose if a judge can take it away
So 3500 Cybertrucks delivered in Q1 confirmed. Btw the fact that Wallstreet doesn't want Elon means that the stock would do well w/o him. FSD + Optimus + predictable CEO sounds good. But i ll vote for him.
Yes, "Elon's not focusing enough on Tesla, spending too much time & energy on attempting to preserve free speech".
But now, "Musk is going to screw up Tesla. He needs to leave it alone!"
😂
Have you not learned anything/ Futures don't equate do reality. Lord Musk has proven that time and time again.
Wall Street only cares about money not success of company. They seek to control stock price with FUD and hype so they can take retail money. They know company needs him and stock will crash if he leaves. (apple Jobs precedent) They would finally get the mother of all short plays If Elon Leaves company, he will sell his shares and space x or a new company will be hiring AI and Robotics personnel. Most of the high level talent required for tesla to innovate the way it does will follow Elon as will applications for jobs from new talent.
I doubt the stock would do well without him--seems like a first step towards shifting the company towards becoming a lukewarm auto stock in line with industry PE of 8-10 and possibly killing off all non-currently profitable ventures. Could totally see it dropping to $40 or lower without Elon at the helm.
Would be interesting to see who they'd tap for CEO if not Elon--and if they'd try to retain Elon as his technoking role since he has said he doesn't really want to be CEO anyway. But decent chance I'd start looking at an exit strategy if Elon is axed/forced out because Tesla constantly having a long term vision is precisely why I believe over the long term it'll dramatically outperform the index--while other execs are making moronic decisions to maximize the next quarter, Tesla is winning primarily because they make decisions to maximize the next 5-10 years to have a structural advantage.
Wall Street doesn’t always want stock to go up. The market is full of short sellers and hostile take over vultures
It appears the 800 V CT motors will go into the Semi, and that has been the delay.
Said this before- instead of Twitter - money spent buying Hertz and a massive share of Uber would have been a better option.
He has a hidden agenda for Twitter and it's very urgent, that's why he paid 20 BILLION too much, none of you has a clue what he's up to.
Damn...wish the semi was still on track but the competitors don't have a charging system to go along with their vehicles.
My company just bought 4 Volvo electric trucks. A few technical hiccups in the beginning but now going very well!
I haven’t seen any information about how to vote my Tesla shares. Can someone point me in the right direction?
Thank you for insight, the danger with institutional investors is if they know they will vote against , first sign will be that they will sell massively 1 month or few weeks before the vote , plus an increase of short options.
What I don't understand about the Cybertruck self-imposed recall is "Planned Owner Notification Date: June 18th" If it's possible that other pads can work loose, why wait another 1.5 months to notify Cybertruck owners? Shouldn't the notification go out immediately?
I have shares. How do I vote for this package
You will be notified by your broker very soon.
Tesla lost over $700 billion in value since November 2021 and Elon Musk wants $45 billion for his performance as CEO
It’s pronounced ‘Tot-nem’ 😂 Thanks for another cracking video Dillon 🙏
And that is th most important gd thing in th whole video
😂 it’s a joke from a London local. Dillon pronounced it right. On a serious note, fingers crossed Elon pay packet is passed and we get a nice earnings call next week 🤞
I want to see some similarly ambitious targets to the last package to vote for this package. Elon hasn't been that friendly to us shareholders the last couple of years, and I honestly wouldn't blame anyone for voting against it, if it doesn't require huge growth to unlock.
Tesla board should have done the evaluation about the possibility to pass the vote, because it is so important to the future of Tesla. Does the board have to issue such a vote to win the legal battle or such a vote can be delayed?
Dangerous times for Tesla and there’s a lot things that need to go right in the next couple of years. Starting with correcting the travesty of the Delaware judgement. Explanations for the delays with the Semi, compact, etc. I just don’t see how this can be done by removing Elon or evening weakening his control.
Semi is nothing w/o charging. As I said a few comments ago. Tesla proposed a electric truck corridor from Fremont to Austin for everyone to use. The government is building hydrogen stations instead of joining in. So Tesla is building it for Tesla only. Tesla semi can do well with the chargers about twice as far apart.
thanks D
Dillon: Remember that “PR folks” are pure cost. Most companies miss what benefits prompt communications with major customers and prospects bring to the bottom line.
Colored paint is pure cost as well. It _does_ engage the customer and incentivises them to take the risk on your product rather than to a competitor who _did_ make an effort.
Anybody figured out how to cast a vote with DEGIRO?
How can overseas shareholders vote?
Does anyone know what "Other conflicts" means for Dan Ives when he talks about Tesla? He has no shares, nor do his family members have. Thanks as always for Dillon for calling out the good and bad news as they are. You're doing a great job in allowing the people to make an informed decision about investing into Tesla
Hey dillon, upload your take to the sharholder voting on x.
Ives is wrong hor mamy miles a day is FSD acruimg?
How to vote your shares?
If Elon leaves, I hope Drew Baglino is invited back.
If you can't pay leveraged pay deals then the speed will slow. Just pay the guy. There were no arguments in 2018.
Yeah, Drew must come back
Notes taken. 😊
There is so much to report on a daily basis. You are doing a great job.
By the way, if you have reported this i am sorry i missed it, but can you give us a deep dive on Tesla's supercharger network? How much does it cost to make them, deploy them, what is the ROI, have they broken even, etc.
Sending lot's of love 💕
And regarding the coming vote, you are spot on. Things could go bad
How are the Pepsi semis performing???
Hard to say Tesla isn't delivering much.
Flawlessly
Who would know. Not one released to media for evaluation and obviously Pepsi and the Californian state government that purchased the things have signed bullet proof NDA's.
Wery good
Excellent commentary on the probability of Elons package not passing
The semi’s capacity makes it inefficient compared to diesel. Tax breaks are to only thing making companies buy
Them . If you spend that kind of money you should not build your companies future around government tax breaks.
What vote? Has there actually been an email sent out yet? I can't find one.
Elon did the work, he deserves the pay, simple.
I'd argue it Blackrock that's actually swaying the market. They have just unimaginable amounts of capital that they throw around. Blackrock manages the US government 401ks (including the military's TSP [Thrift Savings Plan]). Even in *DOWN* markets/years, my TSP often has a positive return, because the market moves with Blackrock's obscenely large purchases (along with the fact that the TSP has an unheard of low management fee of just 0.055%). I think I've had a grand total of two negative years in the past decade and a half, and one of those was like, -0.01%, so basically break-even.
All are sizzles, only FSD is the beef.
Thoughts on 4680 not going as planned causing delays with Tesla Semi. - Slow charging rate, Lower energy density than expected, and lower production rate than predicted?
12:55 BALONEY. "Elon" didn't code FSD or design Robotaxi.
R u sure
Of course he didn't. Edison didn't invent the light bulb or the phonograph, either, but he sure as hell took credit for it.
As with most things Tesla, I didn't like the way the last package was presented or approved.
Tesla: Promise anything, deliver nothing. Everyones catching on and Elon knows it : (
At least one Cybertruck hit a pole due to the pedal malfunction. Doesn't that count as an accident?
So they're not producing the semis and they're getting rid of 10% of their workforce do you think they'd be hiring for people to get semis up and running
It is quite difficult for Europeans to vote.. I would have to pay fees and wait a few weeks to get my stocks onto an American broker and then I would have to file my taxes manually instead of the currrent automatc. I am considdering it though. I would vote for Elon.
Superb. Excellent. Highly informative. Well done. Thank you.
In the U.S. adding food order capability to SuperCharges located at WaWa convenience stores (which have a sandwich shop) would seem like an easy win.
Totally agree about comms for Semi. That's why Rohan leaving is even worse than people think. If the vote goes south I think Elon will leave, not right away but before the end of 2024. He would probably suggest splitting off AI/Optimus and let Tesla be a car and energy company. Pretty sure BOD would not agree to that but that's probably what he would like to see. If voted down and Elon leaving it would be interesting to see if he wants at least some compensation for 6 years of work.
I think tesla is taking its time with the semi just like they did with the Cybertruck so they can release an over the top product. Its already one amazing product but they are definitely ironing out any kinks.
Talk of a gen II semi.
Great reporting and insights Dillion. Wouldn’t Elon still have ~25% stake if he didn’t buy twitter? It would have definitely helped him/Tesla’s performance/stock price/investor sentiment… without all the twitter drama of the last two years which Elon initiated. Now he’s arguing for a pay package or he’ll take his AI investment elsewhere. I’m not sure how we should feel about this?
Hopefully the vast majority of Tesla shareholders will vote down the exorbitant pay package. He owns about 400 million shares and is fully compensated for his part time work every time the stock goes up. Perhaps, if he had less money a few years ago he wouldn't have bought Twitter. What a disaster! He is a tech guy that knows a heck of a lot about manufacturing and his time is best spent in the tech universe. Tesla shareholders deserve a full time CEO.
Great analysis on Elon's comp package. We all gotta vote.
Thanks for pointing out the danger of ISS possibly driving Elon to leave Tesla. VERY sobering. I will vote on June 13. Tesla is LOST without ELON, like AAPL was without Steve Jobs.
Lol at Polestar making a phone. Just why
We will get Tesla eats with robotaxi! Who would order from that service?
I haven’t been sent my proxy ballot yet.