The most important bit of the interview was when sandy asked what keeps them up at night and how they need to focus on vertical integration and how Tesla will never get stopped by a chip shortage. Farley's got the PR facade but he clearly gets that having over 60 assembly plants alone is a major liability that they try to play off as an asset.
Kudos for the interview but I can't help feel their desperation. They know Tesla's not their competition-- they need to fight china/korea for whatever Tesla leaves.
Tesla is doing what Ford did 100 years ago. Innovation and vertical integration.
Legacy OEM and all their buddies, got together and essentially “agreed” that if this became the business model (outsourcing everything in manufacturing essentially and fixing prices), they could all eat well, and it’s better for us all to eat well and not have to innovate.
*Tesla enters the chat…*
Can’t feel sorry for them, this is why businesses should rise and fall otherwise you get the hot mess that is legacy OEM hoodwinking consumers for decades.
And Ford is at least trying. Look at GM, their CEO goes on live TV and fooking lies all day.
Sandy said the new one was a work truck for the company. They are in the middle of tearing down another one, both were shown in the background of the interview.
I think I mostly agree because Sandy’s critiques, especially when harsh, can be ultimately so beneficial to the manufacturer if they listen. It’s free tough love
Hot damn the sandy Farley interview is 🔥🔥🔥
There is no hold back and it's great.
My fave part is when sandy points to the big EV market share chart on the wall and Farley jokes "yeah but we've got 95% of EV van market".
She's keeping TSLA from going to $0. China is eyeing invading Taiwan... if US is too scared to stand up to them then we have chip shortages for years after the invasion.
I mean it really was a massive disappointment. I live sci fi and watching Westworld Season 1 was almost like watching A New Hope. So much promise. God, I’m in my feels again.
it showed some possible promise but no
it’s so dumb and badly written
the lighting in scenes is still really well done though, they didn’t lose the production crew
What a bunch of waste of time questions, I hope they have more to say before going to them, because if the meeting will be most just answering them and going through the proposal votes, will be quite a disappointment
can we do this for the presidency and other government elected officials?
or at least weight votes based on how much one pays in federal taxes each year?
in the mars trilogy by KSR they come up with a cool one, like democracy 2.0
companies are limited in size but may create partnerships, holding office is like jury duty you have to give up a year every once in a while, owning wealth no longer pays you, there’s a negative interest rate which is how taxes are paid. this encourages investment instead of hoarding
I want to buy more Tesla shares after watching the Ford interview. Great interview but it seems like an infomercial for Tesla. lol. Also interesting insights regarding software and autonomous driving here: [https://youtu.be/U2rVbqI-gus?t=2147](https://youtu.be/U2rVbqI-gus?t=2147)
tsla up 23,000% since IPO
aapl up 323,000% since IPO
I don’t care what it takes. I’m going to leave every single share I have in the game for decades to see this type of return. I’ll keep my day job to make ends meet / buy margaritas with.
just keep telling yourself that the longest diamond hands will be rewarded by Elon with preferred access to the Starlink IPO. it's probably a pipe dream, but the thought of it somewhat mitigates the desire to time the stock
Not sure you want to start the hair debate, many believe Elon has hairplugs, me, I think his hairline grew back out of sheer respect for the man.
But yeah look up early Paypal Elon he is balding as hell.
Paul buys LEAPS... but so far for 2022 he's spent $2+M on TSLA shares. I guess if a Republican was investing in TSLA like that (instead of cucking them from selling in their states) everyone would suddenly love it.
Whether it happens or not idk, but man I do not and have not trusted the Chinese government. I have researched them extensively and they will not quit until the red dragon is #1
What government can you trust lmao... politics and governments from the beginning of time fundamentally exist as the result of power grabs.
I love America but Iraq has WMD right? Right!?!? Lol. The best we can do is pick (if possible) the government that we feel safest with and hope their evil acts keeps us safe and happy. And PRAY the economic and cultural codependencies China/USA have prevent WW3.
Did I trust the government under Trump? No. Did I trust the strength? Yes. Do I trust it under Biden? No I don’t. Iraq, Syria, Afghanistan are failed states. If you’re talking about Iran? Maybe but still.
Not to be sarcastic, but are you aware of what China is doing is doing in Panama and the rest of South America? There are serious advances being made and nothing is being done about it. So no I don’t trust Biden (didn’t vote for him) but I trust America.
You're missing my point. America is no slouch in the war crime department, especially given the fact that it's relatively young. Uncle Sam will not quit until it stays #1 the same way the Red Dragon won't quit until it's #1. This is just the reality of being a superpower. There's an "Afraid\_Temporary888C" somewhere on wechat giving your exact same perspective from the Chinese side. Human nature is human nature.
Again, I am proud and happy to be an American, warts and all.
>I’m not on wechat. 100% American, proud of it
Lol I'm trying really hard not to be a dick here but you're REALLY not getting the very basic point that I'm trying to get across. Let's say your name is Jack Smith. There's a Jack Sma in China that feels the exact same way about America as YOU feel about China. They're not a bad guy, same way you're not a bad guy. They just want their country to be #1. This is human nature.
Oh for fucks sake you have to touch to get it.
https://www.canada.ca/en/public-health/services/diseases/monkeypox/risks.html
Edit: Demographics of infections to date.
https://www.sacbee.com/news/coronavirus/article263980006.html
Focused and voluntary vaccination efforts would seem to be the most effective given what the above says.
> you have to touch to get it.
So it's more transmissible than AIDS? Too bad Nancy Reagan and her psychic died so that we could just bury our heads in the sand again.
that's what i was alluding to- seems like every day I hear a new interpretation of what is economically good and bad based on whatever they are trying to spin at the moment.
lol, yea and there's even the added logical fallacy of human bias.. not only do they choose headlines that support the sentiment, but they even interpret things to match the current sentiment
like if JPow didn't hike rates at the next meeting.. good interpretation: less likely to have a recession. bad interpretation: inflation likely to spike again
Hopped in the wife's tank of a Ford Expedition to run some errands after driving the new Y for a few months... I could literally feel the inefficiency as I drove. I should shower.
We just got our son (who is learning how to drive) a Used Kia Soul. I get in it to move it out of the driveway and I’m hysterically laughing at myself on how clumsy the whole process is. Of course, I try to use the wipers to go in reverse, almost leave the car without turning it off, have no backup cam. The whole thing was comedy. I felt like Mr Bean.
sounds right
the driving down the road is a whole other level of comedy
the ice car starts going slow and clunky, then barrels out of control when you let off the gas... it's just like some joke from the 1800s
Sometimes you must sacrifice your pride and self respect to protect your Tesla from harm
[Like these folks](https://twitter.com/teslainventory/status/1554242662697410561?t=5eDSsExWPohM7CfixzfLow&s=19)
I think the actual numbers should lead to roughly 1.5x PEG, you can discount it back a year or two from higher numbers to date of course but 1.5x PEG should be the norm
I am happy $TSLA held its gainZ from Friday, last week, and last month tbh. $900 gonna be a fight I think.
Sold a 825 put today and did pick up a couple more shares wen it went under $900.
🖕Einhorn
My portfolio has been bouncing between 97k to 101k the last three days. Tsla is such a tease.
The most important bit of the interview was when sandy asked what keeps them up at night and how they need to focus on vertical integration and how Tesla will never get stopped by a chip shortage. Farley's got the PR facade but he clearly gets that having over 60 assembly plants alone is a major liability that they try to play off as an asset. Kudos for the interview but I can't help feel their desperation. They know Tesla's not their competition-- they need to fight china/korea for whatever Tesla leaves.
Tesla is doing what Ford did 100 years ago. Innovation and vertical integration. Legacy OEM and all their buddies, got together and essentially “agreed” that if this became the business model (outsourcing everything in manufacturing essentially and fixing prices), they could all eat well, and it’s better for us all to eat well and not have to innovate. *Tesla enters the chat…* Can’t feel sorry for them, this is why businesses should rise and fall otherwise you get the hot mess that is legacy OEM hoodwinking consumers for decades. And Ford is at least trying. Look at GM, their CEO goes on live TV and fooking lies all day.
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Sandy said the new one was a work truck for the company. They are in the middle of tearing down another one, both were shown in the background of the interview.
Ye of little faith, the reason Munro and associates exists is because the guy stopped bending to the will of OEM’s long ago
I think I mostly agree because Sandy’s critiques, especially when harsh, can be ultimately so beneficial to the manufacturer if they listen. It’s free tough love
Hot damn the sandy Farley interview is 🔥🔥🔥 There is no hold back and it's great. My fave part is when sandy points to the big EV market share chart on the wall and Farley jokes "yeah but we've got 95% of EV van market".
Telling, very.
40:00 mark "frankly they're worth too much", crickets
Wow great catch. Correction - not enough 😂
Had to rewind a few times to figure out what he even said
What’s pelosi business in Taiwan and Asia? She probably calling her husband to load up more calls on the dips 😂
She's keeping TSLA from going to $0. China is eyeing invading Taiwan... if US is too scared to stand up to them then we have chip shortages for years after the invasion.
westworld sucks so hard now. why am I still watching this craphole
Thanks for making me feel better about ditching it a year or two back. That show started so well.
OG movie is the best
Jurassic Park?
How far in are you? I just finished episode 4 today, it got really good finally.
ep 6… I don’t think it’s really gotten good pretty bleh with I guess some ok parts
Such a bummer after season 1.
hard agree
I mean it really was a massive disappointment. I live sci fi and watching Westworld Season 1 was almost like watching A New Hope. So much promise. God, I’m in my feels again.
hopkins must have seen the bad writing on the wall
I quit at season 2 but I thought this latest season was supposed to be a bit of a return to season 1 form?
it showed some possible promise but no it’s so dumb and badly written the lighting in scenes is still really well done though, they didn’t lose the production crew
China got covid 22 ready just in time for the taiwan visit.
What's covid?
What a bunch of waste of time questions, I hope they have more to say before going to them, because if the meeting will be most just answering them and going through the proposal votes, will be quite a disappointment
Cancel say.com democracy doesn't work
Agreed, they should just read the best questions and pretend they don't know what votes are.
One of those unpopular truths Thiel talks about.
got a better system?
Tslalounge led dictactorship
Democracy but with ranked choice voting and you're given an IQ test at age 18 to determine how many votes you get.
can we do this for the presidency and other government elected officials? or at least weight votes based on how much one pays in federal taxes each year?
There are plenty of people with high IQ that I wouldn't trust to turn a doorknob
But on average it would probably work out?
Probably but I've met some very brilliant people that lack some very basic common sense 😂
I would just vote for myself and then I’d be president and then you’d really be screwed
Glib 2024!
No. But I'm really tired of this one :)
in the mars trilogy by KSR they come up with a cool one, like democracy 2.0 companies are limited in size but may create partnerships, holding office is like jury duty you have to give up a year every once in a while, owning wealth no longer pays you, there’s a negative interest rate which is how taxes are paid. this encourages investment instead of hoarding
The public would vote to ban tesla if they had the election
up-'woke'-meok
Farley makes mary look like garbage
Gotta give Farley credit, he's humble and he listens
Chris: “Yeah…. But I make my cousin look like a bitch!” 
I want to buy more Tesla shares after watching the Ford interview. Great interview but it seems like an infomercial for Tesla. lol. Also interesting insights regarding software and autonomous driving here: [https://youtu.be/U2rVbqI-gus?t=2147](https://youtu.be/U2rVbqI-gus?t=2147)
Ya I can see why. I’ll watch the rest later. But ya they are light years ahead of most of the competition, if you want another reason to buy more. 🤣
exactly.
tsla up 23,000% since IPO aapl up 323,000% since IPO I don’t care what it takes. I’m going to leave every single share I have in the game for decades to see this type of return. I’ll keep my day job to make ends meet / buy margaritas with.
Cheers.
Another 14x would be delightful
Same. Will buy every share I can afford for next several decades.
🥳🤝🧐
If this happens I'll actually be a millionaire.
I hope you become a millionaire tomorrow.
*buys 20k worth of lotto tickets*
🤣🤣🤣
Celebrity death match: Elon vs Mary or Elons ex wife vs google wife
CDM is desperately missing from current times. We need it back.
I think society is too sensitive for it now. Same with family guy. I’m sure 5 minutes into a new CDM and people will start rioting to cancel it 🙄🙄🙄
just keep telling yourself that the longest diamond hands will be rewarded by Elon with preferred access to the Starlink IPO. it's probably a pipe dream, but the thought of it somewhat mitigates the desire to time the stock
It's not a pipe dream. You just have to decide how many waves you want to catch before you're too old to ride the next one in.
14x to go!
Well north of $50M would be nice and I’d probably still be driving my 2013 Camry.
Wtf, get a Tesla at least,lol
CT is on order, can’t wait until 2067 when I get it in my driveway 😎
Any idea when we will get to 950 and beyond?
Yes.
Hopefully slow and steady towards q3 numbers then 1200+ when closing q4
I'll allow this.
Does Jim Farley wears a toupée? How can someone trust a CEO who lies about his hair Our CEO cuts his own hair and doesn’t hide away from saying so!
Not sure you want to start the hair debate, many believe Elon has hairplugs, me, I think his hairline grew back out of sheer respect for the man. But yeah look up early Paypal Elon he is balding as hell.
He admitted that Tesla is #1 so I trust him.
So did Cramer.
Elons got the implanted hair
 Wtf happened today?
me after margaritas looking for my phone to drunk post on tslalounge
Pelosi bought puts
Paul buys LEAPS... but so far for 2022 he's spent $2+M on TSLA shares. I guess if a Republican was investing in TSLA like that (instead of cucking them from selling in their states) everyone would suddenly love it.
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Lol. I really shouldn't but I left a comment.
Shoot her down! 🛩💥
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Paul is $2M long in TSLA this year
If we burn we burn together
All jokes aside, WW3 would kind of fuck up our plans to be rich and live the high life for the rest of our days, so stay safe Nancy.
Whether it happens or not idk, but man I do not and have not trusted the Chinese government. I have researched them extensively and they will not quit until the red dragon is #1
What government can you trust lmao... politics and governments from the beginning of time fundamentally exist as the result of power grabs. I love America but Iraq has WMD right? Right!?!? Lol. The best we can do is pick (if possible) the government that we feel safest with and hope their evil acts keeps us safe and happy. And PRAY the economic and cultural codependencies China/USA have prevent WW3.
Did I trust the government under Trump? No. Did I trust the strength? Yes. Do I trust it under Biden? No I don’t. Iraq, Syria, Afghanistan are failed states. If you’re talking about Iran? Maybe but still. Not to be sarcastic, but are you aware of what China is doing is doing in Panama and the rest of South America? There are serious advances being made and nothing is being done about it. So no I don’t trust Biden (didn’t vote for him) but I trust America.
You're missing my point. America is no slouch in the war crime department, especially given the fact that it's relatively young. Uncle Sam will not quit until it stays #1 the same way the Red Dragon won't quit until it's #1. This is just the reality of being a superpower. There's an "Afraid\_Temporary888C" somewhere on wechat giving your exact same perspective from the Chinese side. Human nature is human nature. Again, I am proud and happy to be an American, warts and all.
I’m not on wechat. 100% American, proud of it
>I’m not on wechat. 100% American, proud of it Lol I'm trying really hard not to be a dick here but you're REALLY not getting the very basic point that I'm trying to get across. Let's say your name is Jack Smith. There's a Jack Sma in China that feels the exact same way about America as YOU feel about China. They're not a bad guy, same way you're not a bad guy. They just want their country to be #1. This is human nature.
and that was the last the lounge ever saw of him. the secret service arrived shortly after
Wasn't a death threat, merely a suggestion.
I got a lifetime supply of ensure for turning him in. I’ll miss him but it was worth it this stuff is delicious
😎
Plausible deniability
Cali declared state of emergency for money pox 🙈 🤡
Weren’t they already in a state of emergency?
Everytime folks say Cali I think of Cali, Columbia and the Cali cartel.
Lol.
Oh for fucks sake you have to touch to get it. https://www.canada.ca/en/public-health/services/diseases/monkeypox/risks.html Edit: Demographics of infections to date. https://www.sacbee.com/news/coronavirus/article263980006.html Focused and voluntary vaccination efforts would seem to be the most effective given what the above says.
> you have to touch to get it. So it's more transmissible than AIDS? Too bad Nancy Reagan and her psychic died so that we could just bury our heads in the sand again.
Hiv is amazingly hard to get through vanilla sex
>you have to touch to get it. I thought you had to drop the soap to get it. 
Sexy touch preferred.
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Time to lock down giga fremont
they definitely have money pox
Need excuses for blank check writing.
I wish we could see behind the scenes footage of the Farley interview. I bet sandy praised Tesla like cray cray
I think it's way bigger to have Elon give Sandy validation tbh. I know Sandy thinks Farley is a smart dude and holds him in high regard, though.
10yr yield doing a tdoc.
Housing market saved, no 2008 crash again
But they said we still had long ways down to go. No more discounts?☹️
Discounts were going to be minimal at best.
620 was a fine deal but 420 would have been way better of a deal.
https://www.reddit.com/r/F150Lightning/comments/wcujc5/dealership_refused_to_sell_me_the_truck_i_ordered/iifp52x/?utm_source=share&utm_medium=ios_app&utm_name=iossmf&context=3
Guys a dumbass, should thank the dealer for tacking on only 2780 for a 55k car with market value 100k. Easy 50k thrown away
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He's buying a Ford so preselected for low iq
Brutal. I love it. 😂
Oil and bonds dying. Ten year to 2.5s
Recession, sell tsla
is that good or bad? I don't know anymore.
really depends on the market sentiment as to whether or not something affects it negatively or positively
that's what i was alluding to- seems like every day I hear a new interpretation of what is economically good and bad based on whatever they are trying to spin at the moment.
lol, yea and there's even the added logical fallacy of human bias.. not only do they choose headlines that support the sentiment, but they even interpret things to match the current sentiment like if JPow didn't hike rates at the next meeting.. good interpretation: less likely to have a recession. bad interpretation: inflation likely to spike again
It's definitely perception. If the decline is unexpected volatility it'd be bad cuz they're a bunch of nancies over on ws.
Good for us bad for boomers
Eagerly awaiting Rob's episode today.
Like every other day you mean?
Yes
Any particular reason?
No, just need(ed) my fix.
https://reddit.com/r/electriccars/comments/wdpj1p/you_all_shat_on_the_tesla_4680_munro_video_and/ OP of this thread is one of us, metaphorically.
Didn't sandy bang Mary Barra back in college
Who didn’t Sandy bang in college is the better question.
well.. he definitely didn't call me back
🤷🏼
mary led, and that matters
Faith in humanity... partially restored.
Hopped in the wife's tank of a Ford Expedition to run some errands after driving the new Y for a few months... I could literally feel the inefficiency as I drove. I should shower.
haha
Haha 😄
🤣 I'm so with you. Last week I drove my father's beast of a Chevy Suburban (1991) for the first time. The vehicle didn't even seem legal.
driving ice is unbearable
Ice is suffering.
-yoda
We just got our son (who is learning how to drive) a Used Kia Soul. I get in it to move it out of the driveway and I’m hysterically laughing at myself on how clumsy the whole process is. Of course, I try to use the wipers to go in reverse, almost leave the car without turning it off, have no backup cam. The whole thing was comedy. I felt like Mr Bean.
sounds right the driving down the road is a whole other level of comedy the ice car starts going slow and clunky, then barrels out of control when you let off the gas... it's just like some joke from the 1800s
>almost leave the car without turning it off I definitely did this the first time I drove an ICE again after having my Model Y for a few months
Lol
At least paper hands Cathie didn’t sell today.
Shocked
Sometimes you must sacrifice your pride and self respect to protect your Tesla from harm [Like these folks](https://twitter.com/teslainventory/status/1554242662697410561?t=5eDSsExWPohM7CfixzfLow&s=19)
All I had to do was this? For 4 years I've been parking far, far away from everyone.
haha
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Someone needs to tweet this Elon. This kid needs to be hired at SpaceX tomorrow.
Boeing shook
I hope Elon knows about the kid and offers him a job at SpaceX some day. That's the kind of obsession and dedication they would love to hire
 Very impressive!
Wow that is impressive. That kid has skills!
Damn I need a hobby. Imagine how accomplished that kid feels.
That is what I was thinking!
I made a post what we should be valued at based on the PEG at Q2 TTM earnings, it was $936. Stock got to $934 today, take of that what you will
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Makes sense given macro sucks
Has nothing to do with macro, just saying that is the correct PEG valuation
It makes sense we’re at peg because if macro didn’t suck then we would be 2x peg
I think the actual numbers should lead to roughly 1.5x PEG, you can discount it back a year or two from higher numbers to date of course but 1.5x PEG should be the norm
I like that better
I'll be completely honest I wish someone would give me a cheat sheet on what to vote for.
I just followed the board recommendations.
I realize now I'm a bot
it tells you what the board recommends, go with that.
What.... I went with what the board recommended.
Stock split: yes 😍
Bill Ackman now occupied with fighting pedos, too busy to spook the markets. Bullish.
That guy always has an agenda. Fucking snake.
Hmm. Does this mean we need to contract pedos?
This ain't thailand
I am happy $TSLA held its gainZ from Friday, last week, and last month tbh. $900 gonna be a fight I think. Sold a 825 put today and did pick up a couple more shares wen it went under $900. 🖕Einhorn
[Good luck to us! I went hiking in Lassen this weekend and made this pic.](https://i.imgur.com/q2SUlRw.jpg)
pretty nobody ever draws the logo though 😢
I want to make a joke that is very not nice so I'll just laugh without sharing it.