Elon Musk: Smartest Guy in The World or Complete Clown?

[Timberridge]

FDA will have to mandate warning labels to not Twitter while on Ambien.

[bagtagley]

My wife has some stories of some crazy shit my whackjob FIL did while taking Ambien.

[Timberridge]

Go on...

[muted]

there was an Ambien thread on TGR, someone was cooking breakfast at 4am and not remembering anything, one Idaho maggot was saying how he went to sleep on Ambien, woke up driving...etc.

[4matic]

I was hooked on Ambien for about a year. If I didn't take it I'd shake at night. The docs tested me for MS because the symptoms were similar. I still use it a few times a month. Great drug if used correctly. Not a hard habit to kick. Psychological addiction.

‘There’s a reason for the word ‘stoned’. You just sit there like a stone on weed."-Musk

[bagtagley]

Go on...

Heh. Don't remember the specifics as it's been years. Basically, really weird, aggressive behavior that he claimed to not remember. He disappeared a couple of times in the middle of the night, and returned pretty disoriented and banged up.

[4matic]

There are people that take Ambien to get high. It would suck for that and likely cause irrational and unpredictable behavior. It would mimic days without sleep.

[splat]

“It seemed like better karma at $420 than at $419,” he said in the interview. “But I was not on weed, to be clear. Weed is not helpful for productivity. There’s a reason for the word ‘stoned.’ You just sit there like a stone on weed.”

https://www.nytimes.com/2018/08/16/b...T.nav=top-news

[DBdude]

there was an Ambien thread on TGR, someone was cooking breakfast at 4am and not remembering anything, one Idaho maggot was saying how he went to sleep on Ambien, woke up driving...etc.

tiger woods?

[dcpnz]

Someone gotta explain to me exactly what Elon was doing for days/weeks on end at the factory as they struggled with production ramp up. Sure seems like a job for some operations specialists and production engineers. Seems that CEO of large corporation being mired so deep in production is a failed hiring process and/or control freak inability to delegate effectively.

[Skidog]

Someone gotta explain to me exactly what Elon was doing for days/weeks on end at the factory as they struggled with production ramp up. Sure seems like a job for some operations specialists and production engineers. Seems that CEO of large corporation being mired so deep in production is a failed hiring process and/or control freak inability to delegate effectively.

You last sentence is Elon Musk. He thinks he knows it all. It's painfully obvious he doesn't.

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[4matic]

Confessional may make it easier to go private. He will have to give up operational control with private partners.

“Hero takes a fall”.

Hopefully he takes some time for himself.

[splat]

He's seen working robotics on the automated line, bbq-ing on the roof. sleeping there, basically micromanaging the fuck out of it. Big layoffs in Reno recently, pushing T employees to independent temp contractors. Yet they still hire the temps to work at T as vested employees. Weird Six Sigma hire/fire paradigm? Sixty Nine Sigma?

[Timberridge]

Sixty Nine Smegma?

FIFY

[dunfree]

Someone gotta explain to me exactly what Elon was doing for days/weeks on end at the factory

1) logical question that the fanboys can't answer. The really baffling part is that his continued presence on the factory floor would be a sign of strength. You fuck up multiple quarters you need to change shit.

2) who says Elon was actually there? the end of last quarter he made it sound like he was at the factory on his twitter account when he was actually in Spain/LA

3) austin - like with Trump - twitter allows elon to drive the media cycle and speak directly to a base. few people GAF enough to look beyond the headlines.

[Timberridge]

TSLA's short interest has been fairly steady between the mid teens to low 20's for the last 5 years. I wonder why EM is getting all wound up about it now?

[muted]

TSLA's short interest has been fairly steady between the mid teens to low 20's for the last 5 years. I wonder why EM is getting all wound up about it now?

Maybe he's met his threshold of bullshit.

If Tesla stock goes below $230ish it's my understanding he'll get margin calls on around $800M worth of personal loans, have to liquidate the stock & likely face a deficit he can't cover following the sale. Dude will likely face personal bankruptcy if the Saudis don't acquire before the end of the year.

So you are saying he thinks it will dip that low and needs the Sauidis to prevent that? As Tesla gets their Model 3 line near max output and they catch up on backorders, do you think Telsa stock will dip to $230?

[Skidog]

Maybe he's met his threshold of bullshit.



So you are saying he thinks it will dip that low and needs the Sauidis to prevent that? As Tesla gets their Model 3 line near max output and they catch up on backorders, do you think Telsa stock will dip to $230?

You mean IF production catches up? Still remains to be seen. One post stated 200k cars delivered thus far. Sounds pretty shitty for a company that's been making cars for years now. I've also read multiple articles about engineer teardowns of model 3 in comparison the the big Auto makers, and while they often glow at the technology in a Tesla, they all say at 35k he will lose minimum 6k per car. Can't operate with losses like that.

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[4matic]

Bill Gates worked 100 hour weeks and micromanaged.

[muted]

You mean IF production catches up? Still remains to be seen. One post stated 200k cars delivered thus far. Sounds pretty shitty for a company that's been making cars for years now. I've also read multiple articles about engineer teardowns of model 3 in comparison the the big Auto makers, and while they often glow at the technology in a Tesla, they all say at 35k he will lose minimum 6k per car. Can't operate with losses like that.

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It's at 5k a week and soon to be at 6k. There's nothing remaining to be seen, it's happening. 200K high end cars doesn't sound shitty when you think before it was all luxury market. They sold MORE cars in their market, look below:



You think that's shitty? it's shitty they haven't' made a profit, of course. And as for the model 3 performance version, don't you think it's going to cut into BMW 3, Audio, etc. market? There's nothing quite like it out there.


And finally, did you read the article where they broke down a Chevy Volt instead of a Model 3 and based on that, claimed it was unprofitable? I bet a million bucks that's what you did. USB, right? Then they got laughed at and tried to make up for it and did a model 3 later. And they sued websites who called them idiots for doing it.

Here's the flip side from companies who think it's profitable, and unlike you I'm taking this with a grain of salt but it shows that you are not telling the whole story:
https://www.youtube.com/watch?v=pAS-yjWj9DY
https://www.wiwo.de/technologie/mobi.../22625806.html


Keep clucking, Skidog.

[4matic]

When the race slows Tesla will be way ahead in battery cost and can offer more features for less. Battery is 30%+ cost of production. With a Panasonic partnership Tesla will be an OEM supplier.

IF electric cars are the volume future Tesla is well positioned as a manufacturer and supplier.

[4matic]

Microsoft and Tesla remind me of each other. Less than perfect products with genius founders. Gates was pretty brash.

[dcpnz]

^^^Maybe true but hard to verify.

What is verifiable is the motivation to get/keep stock above $360. There's $2.3 bn of convertible notes due fairly soon ($0.9bn Feb '19; 1.4bn Feb '21). Sure would make a big difference to financing needs if those convert.

[Skidog]

It's at 5k a week and soon to be at 6k. There's nothing remaining to be seen, it's happening. 200K high end cars doesn't sound shitty when you think before it was all luxury market. They sold MORE cars in their market, look below:



You think that's shitty? it's shitty they haven't' made a profit, of course. And as for the model 3 performance version, don't you think it's going to cut into BMW 3, Audio, etc. market? There's nothing quite like it out there.


And finally, did you read the article where they broke down a Chevy Volt instead of a Model 3 and based on that, claimed it was unprofitable? I bet a million bucks that's what you did. USB, right? Then they got laughed at and tried to make up for it and did a model 3 later. And they sued websites who called them idiots for doing it.

Here's the flip side from companies who think it's profitable, and unlike you I'm taking this with a grain of salt but it shows that you are not telling the whole story:
https://www.youtube.com/watch?v=pAS-yjWj9DY
https://www.wiwo.de/technologie/mobi.../22625806.html


Keep clucking, Skidog.

Iphone numbers are higher than any other single brand for the most part, doesn't make it a great device imho. Thats how I see Tesla, a status thing. I also think that's where they should've stayed, luxury market. Not cars for all.

I did read the ubs article among others. The tear downs were more than just volt it was at least 2 maybe 3 other manufacturers. Again all the engineers all stated most of what Tesla has is way ahead of the competition, but it's still a status symbol like an iPhone which is why the numbers are skewed in your above graph. They all also said they really don't see a good, if any profit margin. You're numbers suck too cause the point is production of a consumer class car. I agree the luxury market was their spot.

No matter what you say Tesla is currently a money pit Elon himself likely can't dig out of. If it's to succeed he needs to step away from day to day type operations.

You can surely keep sucking his cock though. I never said his ideas were bad, I just think he's a shitty manager and doesn't have a clue what can or cannot actually be delivered.

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[The Suit]

Bill Gates worked 100 hour weeks and micromanaged.

Gates had some very strong people reporting to him who had fairly free hands to run large swaths of Microsoft's operations. In the '80s it was Jon Shirley, and in the '90s it was guys like Mike Maples Sr., Frank Gaudette, and even Ballmer.

My impression is that Gwynne Shotwell fills that role at SpaceX. Musk doesn't appear to have any remotely comparable level of support at Tesla.