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I disagree - I thought the questions were good. I wish both sides were able to answer questions, as Elon had promised in the beginning of the call! (He said som

I disagree - I thought the questions were good. I wish both sides were able to answer questions, as Elon had promised in the beginning of the call! (He said something along the lines of, we want extra time for Q&A, will keep the call running until there are no more questions) Having a retail investor at the table is a great thing for Tesla shareholders, IMO because so much of the public is interested in the company. I think the split between retail/institutional is 50/50 (I may be wrong on this). Here are some interesting things that came out during Gali's questions: - Tesla network/autopilot: autopilot safety data on quarterly basis. Timeline of network depends on regulators. A lot of autopilot crashes are from experienced drivers. - More info on getting towards level 5 autonomy (hardware is going to be enough, but needs more powerful computers) - Model Y production - not starting until 2020 - Supercharging network (V3): compared to Porsche’s 350kw supercharger. Tesla's main goal is to increase range. - Interested in having supercharger network partner with another auto maker - Tesla Semi - building out batteries/renewable energy to lower cost - Nikola lawsuit - Tesla Energy: prioritize power wall backlog now. Gigawatt/hour project coming out soon. How it compares to competition - Tesla thanking China - possibly building Gigafactory in China

historylurker 8y ago
>IMO because so much of the public is interested in the company What do you mean by "so much of the public"? Outside of tech circles, Tesla isn't as well known as you imagine. Why do we need to hear about all of their ideas and potential on the conference call? I can read Twitter, Electek, Teslarati, Reddit or others for that.
- xkjkls 8y ago
  It is the most popular Retail investor stock, so it's not just tech folks.
  - mcguire 8y ago
    "It is the most popular Retail investor stock..." Source?
danso 8y ago
These are interesting questions, but for the most part, don't require concrete answers in the same way that "Do you have enough money?" do. Musk has plenty of places to talk about his bold ambitions and predictions. But the earnings call is one of the few regularly scheduled occasions when he and other executives can be demanded answers about current realities.
- mephitix 8y ago
  Yes, I agree. I do think allowing Gali to ask just one or two questions before throwing it back to the other analysts would have been a better tactic. Allowing him to ask almost 10, especially after the abrupt shutdown of the other questions, came off as a slap in the faces of the other analysts.
- salawat 8y ago
  I'm not familiar with these types of calls, but might it be possible he's trying to avoid getting into the nasty bits in front of all of the investors collectively in the hopes of swinging back around and dealing with them individually? I've found that strategy to be pretty effectively employed by "perception management" types elsewhere. You know, guys with "reality distortion fields?" When you have a large group of people you're trying to maintain context for, you can end up getting into circumstances where you can get caught at giving contradictory statements more easily. Once the group catches that, they tend to dig and twist, and have further ammo for doing what you, the presenter, DON'T want. Isolating said group members allows you the luxury of being able to devote your full attention to spinning the perception you're managing to only show what you want them to see without getting caught with your pants down by someone else you spun a yarn for previously. I could be wrong of course, but I've seen it before.
  - deleted 8y ago
    [deleted]

historylurker 8y ago

>IMO because so much of the public is interested in the company What do you mean by "so much of the public"? Outside of tech circles, Tesla isn't as well known as you imagine. Why do we need to hear about all of their ideas and potential on the conference call? I can read Twitter, Electek, Teslarati, Reddit or others for that.

xkjkls 8y ago
It is the most popular Retail investor stock, so it's not just tech folks.
- mcguire 8y ago
  "It is the most popular Retail investor stock..." Source?

danso 8y ago

These are interesting questions, but for the most part, don't require concrete answers in the same way that "Do you have enough money?" do. Musk has plenty of places to talk about his bold ambitions and predictions. But the earnings call is one of the few regularly scheduled occasions when he and other executives can be demanded answers about current realities.

mephitix 8y ago
Yes, I agree. I do think allowing Gali to ask just one or two questions before throwing it back to the other analysts would have been a better tactic. Allowing him to ask almost 10, especially after the abrupt shutdown of the other questions, came off as a slap in the faces of the other analysts.
salawat 8y ago
I'm not familiar with these types of calls, but might it be possible he's trying to avoid getting into the nasty bits in front of all of the investors collectively in the hopes of swinging back around and dealing with them individually? I've found that strategy to be pretty effectively employed by "perception management" types elsewhere. You know, guys with "reality distortion fields?" When you have a large group of people you're trying to maintain context for, you can end up getting into circumstances where you can get caught at giving contradictory statements more easily. Once the group catches that, they tend to dig and twist, and have further ammo for doing what you, the presenter, DON'T want. Isolating said group members allows you the luxury of being able to devote your full attention to spinning the perception you're managing to only show what you want them to see without getting caught with your pants down by someone else you spun a yarn for previously. I could be wrong of course, but I've seen it before.
- deleted 8y ago
  [deleted]