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Split Thread Musk, SpaceX and future of Tesla

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theprestige said:
It all sounds horribly bad, but on the other hand... my employer just laid off the head of our dedicated technology innovation department along with everyone else in that department. Even though tech innovation is certainly something this company needs to invest in pretty heavily. But that department had an abysmal track record, wasting millions of dollars on dead-end "innovations". So that entire useless department got axed, and the necessary innovation functions will be hosted elsewhere in the organization.
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Got it. You work for a terrible company that is doomed too.
Is this a case of "why are you getting rid of the new product guys, we need them to put new products in our pipeline"?

Or is this a case of "why are you keeping the alleged 'new product' guys, when they've been trying and failing for years to actually put a new product in the pipeline"?
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But you have to admit, it doesn't inspire confidence that Tesla will be bringing out new models in early 2025, does it.
Or is this a case of, "these guys keep cockblocking Musk's new product ideas, and getting rid of them will finally allow him to put something new in the pipeline - for better or for worse"?
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Like Cybertruck

Hahahahahahahaha.
 
Fast Eddie B said:
Ryan Shaw is a podcaster that leans heavily towards Tesla coverage.

His most recent YouTube video may help to offer a slight more optimistic view of recent Tesla news and rumors.

https://youtu.be/J8dndf7dMeM?si=XE6ZgVYUfMSieRGe
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That sounds great and plausible. However, Ryan is suggesting that "cheaper" largely means with more government tax credits. That's not really cheaper and it won't wash outside of the USA.

More importantly, Musk has just fired the entire new product team. How is he going to get these cars to market?
 
I just posted this to a Tesla forum:

“Not so long ago, I posted this:

FastEddieB said:

That up to now, Tesla has had a “Master Plan” involving more Gigafactories, more models, Semi production and the like. Recently they seem to be “thrashing around” with lack of focus and erratic pricing and policies and layoffs.

Recent developments certainly haven’t helped in this regard, with firings of “new product” and Supercharger employees. Maybe there’s “method to the madness”, but the perception of loss of direction clearly doesn’t inspire confidence.

I’m even more discouraged now. Still not selling but not motivated to buy in the current environment.”
 
ponderingturtle said:
Hey it is great as long as you don't wash it, that voids the warranty.
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Or drive it, or stick your hand near any pivoting part of it (eg doors and windows), or have go get out of it quickly after the electrics failed, or tax the batteries, or carry a load in the bed, or pull a load on a trailer, or travel anywhere over 300 km without a charging point (90 if you've anything in the truck bed or pulling anything).

Apart from that it's the perfect work vehicle.
 
dirtywick said:
first mass layoffs, then get rid of the super charger network, looks like gigacasting is next on the chopping block
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To be clear, Tesla doesn't appear to be getting rid of their super charger network. The mass layoffs of those handling supercharger matters isn't promising for the company, though. According to Musk (so take it with a grain of salt), they still plan on growing the supercharger network, albeit more slowly. It would probably be stupid for them to get rid of the super charger network, either way, at this point. Doesn't mean that it won't happen, but it hasn't happened yet.

As for gigacasting, I can't say that I've been impressed with the practicality of gigacasting in general. If Tesla just dropped it as a bad idea, that'd be one thing. Doing so in conjunction with the rest, though, paints a more problematic picture, especially when Tesla is seemingly not doing badly at all, objectively speaking.

Sorta makes me wonder if all these layoffs and such are actually just a way for Musk to try to improve numbers to meet some short term bonus terms.
 
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Aridas said:
To be clear, Tesla doesn't appear to be getting rid of their super charger network. The mass layoffs of those handling supercharger matters isn't promising for the company, though. According to Musk (so take it with a grain of salt), they still plan on growing the supercharger network, albeit more slowly. It would probably be stupid for them to get rid of the super charger network, either way, at this point. Doesn't mean that it won't happen, but it hasn't happened yet
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well he said he wasn’t getting rid of it. but then he fired the whole team working on it. so yeah it’ll be growing a little slower.
 
Fast Eddie B said:
For anyone curious as to how the current Tesla/Musk news in being perceived on a Tesla forum, scroll through a few pages of this thread:

https://teslamotorsclub.com/tmc/threads/entire-supercharging-team-fired.326329/
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There was a point mentioned there that perhaps deserves a bit more attention. This is all seems to be happening right after the SC ruled against Musk's right to commit fraud, in short. If true, that honestly raises some big warning flags about whether at least some of these big moves are directly related to that, whether it be Musk throwing a temper tantrum or whether he's trying to avoid dealing with something problematic.
 
this is right around the time one might find out he’s been cooking the books and shuffling money between all these intertwined companies he owns to create the appearance of a more profitable business than it is

not that I’m saying that’s what happened. just that it really seems like it
 
Aridas said:
There was a point mentioned there that perhaps deserves a bit more attention. This is all seems to be happening right after the SC ruled against Musk's right to commit fraud, in short. If true, that honestly raises some big warning flags about whether at least some of these big moves are directly related to that, whether it be Musk throwing a temper tantrum or whether he's trying to avoid dealing with something problematic.
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I find that highly implausible. If Musk was going to lash out against anybody following that court loss, surely it would be Tesla's legal team. If this is the result of him lashing out, surely there's somebody in management/on the board with the balls to walk him back from it.

I can rationalise the loss of the SC team. If the SC network was viewed as a "loss leader" i.e. not profitable, but providing people with a reason to by a Tesla, you would can it now because the network has been opened up to any EV.

I cannot explain the loss of the entire new product team though. If they were underperforming - they were - you would normally replace the lead and let the new lead sort it out. Replacing the entire team is just asking for trouble.
 
jeremyp said:
I find that highly implausible. If Musk was going to lash out against anybody following that court loss, surely it would be Tesla's legal team. If this is the result of him lashing out, surely there's somebody in management/on the board with the balls to walk him back from it.

I can rationalise the loss of the SC team. If the SC network was viewed as a "loss leader" i.e. not profitable, but providing people with a reason to by a Tesla, you would can it now because the network has been opened up to any EV.

I cannot explain the loss of the entire new product team though. If they were underperforming - they were - you would normally replace the lead and let the new lead sort it out. Replacing the entire team is just asking for trouble.[/QUOTE]

Dunno about that. If they were the ones who came up with the details of the cybertruck, I'd be wanting them all out.
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this is right around the time one might find out he’s been cooking the books and shuffling money between all these intertwined companies he owns to create the appearance of a more profitable business than it is

not that I’m saying that’s what happened. just that it really seems like it
 
jeremyp said:
I find that highly implausible. If Musk was going to lash out against anybody following that court loss, surely it would be Tesla's legal team. If this is the result of him lashing out, surely there's somebody in management/on the board with the balls to walk him back from it.

I can rationalise the loss of the SC team. If the SC network was viewed as a "loss leader" i.e. not profitable, but providing people with a reason to by a Tesla, you would can it now because the network has been opened up to any EV.

I cannot explain the loss of the entire new product team though. If they were underperforming - they were - you would normally replace the lead and let the new lead sort it out. Replacing the entire team is just asking for trouble.
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For me it's the fact that he did this after the earnings call in which he didn't mention it, which if at the time he knew this was going to happen he would be obliged to mention it - of course dressed up in the usual business jargon. That to me indicates that this wasn't planned it was just as he did at Twitter, an impulsive decision without regard to the consequences.
 
Darat said:
For me it's the fact that he did this after the earnings call in which he didn't mention it, which if at the time he knew this was going to happen he would be obliged to mention it - of course dressed up in the usual business jargon. That to me indicates that this wasn't planned it was just as he did at Twitter, an impulsive decision without regard to the consequences.
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He believes his own ********, that he's gods gift to humanity, that he knows more about everything than even Trump.
 
jeremyp said:
That sounds great and plausible. However, Ryan is suggesting that "cheaper" largely
means with more government tax credits. That's not really cheaper and it won't wash
outside of the USA.

More importantly, Musk has just fired the entire new product team.
How is he going to get these cars to market?
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Not by advertising them.


There's Only One Way Left To Fix Tesla: Fire Elon Musk! by Linette Lopez

A true visionary CEO — which Musk has long claimed to be — would have pressed
the advantage that Tesla developed in the EV market. They would've done research
to try to understand what EV demand would look like after early adopters bought cars.

They'd know what kinds of buyers would enter the market at that stage and which
kinds of cars those buyers would want. A true visionary CEO would meet those
customers where they are.

Back in November, I spoke with Navdeep Sodhi, a pricing analyst at Sodhi Pricing
Associates, who told me that Tesla should advertise to educate the public about
the cost benefits of its cars, like savings on gas. Advertising could have also helped
assuage concerns about issues like range anxiety. This month, Tesla laid off its
entire marketing team.
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Jaw dropping bad.
 
I repeat in the end Tesla is simply not dealing well with a market that has become reaslly competive where they no longer totally dominate like they did for a while.
 
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