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Idk, Tesla and SpaceX are doing better than ever. Twitter is doing alright as a much leaner company.

acdha 4y ago
Tesla’s facing strong competition, losing marketshare, and has a number of legal/regulatory problems related to quality control and material misrepresentation about their full self-driving feature. Twitter lost almost half of their revenue, has notably more downtime, and needs to be considerably more profitable than they were just to make up for the massive debt load Musk added. ⅓ isn’t such a great score?
- mardifoufs 4y ago
  What problems are you referring to w.r.t quality control, that are relevant in 2023? Also, I wouldn't have thought tesla would survive this far, but the year over year production increase has been insane.
  - kalleboo 4y ago
    "Auto safety regulators in the US have opened an investigation into Tesla following reports that steering wheels on Model Y SUVs have fallen off while the vehicle is being driven. In documents posted on Wednesday, the National Highway Traffic Safety Administration (NHTSA) said it’s aware of two separate incidents involving 2023 Tesla Model Y vehicles in which the SUV’s steering wheel completely detached from the steering column."
  - acdha 4y ago
    In the last month, they’ve had steering wheels falling off, FSD, and loose seats: https://www.cnn.com/2023/02/16/business/tesla-fsd-recall/index.html https://www.cnn.com/2023/02/16/business/tesla-fsd-recall/ind... https://www.usatoday.com/story/money/cars/2023/03/05/tesla-recall-model-y-loose-bolts/11407892002/ https://www.usatoday.com/story/money/cars/2023/03/05/tesla-r... https://static.nhtsa.gov/odi/inv/2023/INOA-PE23003-5769.PDF https://static.nhtsa.gov/odi/inv/2023/INOA-PE23003-5769.PDF Now, every company has recalls but I was also thinking about the way I’ve heard a ton of people say the vehicle quality isn’t up to the other vehicles in that price range. They had the EV market largely to themselves for a while, and redefined performance, but in the subsequent decade they’ve acquired a lot of competition from companies which are more experienced on everything but the powertrain. In 2023, they don’t have the performance or handling crown, and they also don’t have the lead in luxury interior or other creature comforts, or even CarPlay. That doesn’t mean they’re even close to doomed, of course, but it’s cutting into profits and especially their margin for soaking up Musk’s misjudgments and lapses. I think there’s a fair chance that FSD will control what happens next: it’s not hard to imagine the various government investigations and lawsuits about misrepresentation culminating in Musk taking a deal to step down as CEO, a job he doesn’t appear to want to show up for, and I would not be surprised if it leads to some kind of merger. I’d assume that e.g. Toyota might have a plan waiting for the right strike price.
- loa_in_ 4y ago
  I'm sure the competition is just prim and spotless. What kind of movie logic is it that being investigated is bad? Being found in the wrong after being investigated is the beginning of bad.
  - acdha 4y ago
    Your post isn’t coherent enough to know exactly what you’re referring to. My point was simply that they have a tougher competitive environment than they’ve ever known and their CEO is moonlighting at three other jobs in between trolling on Twitter. That doesn’t mean they’re doomed but it’s hardly the rosy portrayal being made.
  - pg_1234 4y ago
    Well, if the competition isn't "prim and spotless" while eating into Tesla's market share, that's even worse for Tesla. Because it means even if Tesla cleans up it's act, so can the competition. And then they continue to eat into Tesla's market share. You REALLY don't want to be getting beaten by competitors who aren't even doing their best ...
- diebeforei485 4y ago
  > losing marketshare Tesla has made mode cars than ever. Their market share has gone up. Unless you mean EV marketshare, but the whole point of Tesla is to make EV's mainstream not to be the sole EV manufacturer. And Twitter is cash flow positive now, so they'll be fine.
genmud 4y ago
Lean on revenue, lean on paying their bills, lean on real users, lean on people doing anything but trying to keep plates spinning and very lean on empathy. Yep... Twitter has become very lean.

Tesla’s facing strong competition, losing marketshare, and has a number of legal/regulatory problems related to quality control and material misrepresentation about their full self-driving feature. Twitter lost almost half of their revenue, has notably more downtime, and needs to be considerably more profitable than they were just to make up for the massive debt load Musk added. ⅓ isn’t such a great score?

mardifoufs 4y ago
What problems are you referring to w.r.t quality control, that are relevant in 2023? Also, I wouldn't have thought tesla would survive this far, but the year over year production increase has been insane.
- kalleboo 4y ago
  "Auto safety regulators in the US have opened an investigation into Tesla following reports that steering wheels on Model Y SUVs have fallen off while the vehicle is being driven. In documents posted on Wednesday, the National Highway Traffic Safety Administration (NHTSA) said it’s aware of two separate incidents involving 2023 Tesla Model Y vehicles in which the SUV’s steering wheel completely detached from the steering column."
- acdha 4y ago
  In the last month, they’ve had steering wheels falling off, FSD, and loose seats: https://www.cnn.com/2023/02/16/business/tesla-fsd-recall/index.html https://www.cnn.com/2023/02/16/business/tesla-fsd-recall/ind... https://www.usatoday.com/story/money/cars/2023/03/05/tesla-recall-model-y-loose-bolts/11407892002/ https://www.usatoday.com/story/money/cars/2023/03/05/tesla-r... https://static.nhtsa.gov/odi/inv/2023/INOA-PE23003-5769.PDF https://static.nhtsa.gov/odi/inv/2023/INOA-PE23003-5769.PDF Now, every company has recalls but I was also thinking about the way I’ve heard a ton of people say the vehicle quality isn’t up to the other vehicles in that price range. They had the EV market largely to themselves for a while, and redefined performance, but in the subsequent decade they’ve acquired a lot of competition from companies which are more experienced on everything but the powertrain. In 2023, they don’t have the performance or handling crown, and they also don’t have the lead in luxury interior or other creature comforts, or even CarPlay. That doesn’t mean they’re even close to doomed, of course, but it’s cutting into profits and especially their margin for soaking up Musk’s misjudgments and lapses. I think there’s a fair chance that FSD will control what happens next: it’s not hard to imagine the various government investigations and lawsuits about misrepresentation culminating in Musk taking a deal to step down as CEO, a job he doesn’t appear to want to show up for, and I would not be surprised if it leads to some kind of merger. I’d assume that e.g. Toyota might have a plan waiting for the right strike price.
loa_in_ 4y ago
I'm sure the competition is just prim and spotless. What kind of movie logic is it that being investigated is bad? Being found in the wrong after being investigated is the beginning of bad.
- acdha 4y ago
  Your post isn’t coherent enough to know exactly what you’re referring to. My point was simply that they have a tougher competitive environment than they’ve ever known and their CEO is moonlighting at three other jobs in between trolling on Twitter. That doesn’t mean they’re doomed but it’s hardly the rosy portrayal being made.
- pg_1234 4y ago
  Well, if the competition isn't "prim and spotless" while eating into Tesla's market share, that's even worse for Tesla. Because it means even if Tesla cleans up it's act, so can the competition. And then they continue to eat into Tesla's market share. You REALLY don't want to be getting beaten by competitors who aren't even doing their best ...
diebeforei485 4y ago
> losing marketshare Tesla has made mode cars than ever. Their market share has gone up. Unless you mean EV marketshare, but the whole point of Tesla is to make EV's mainstream not to be the sole EV manufacturer. And Twitter is cash flow positive now, so they'll be fine.

genmud 4y ago

Lean on revenue, lean on paying their bills, lean on real users, lean on people doing anything but trying to keep plates spinning and very lean on empathy. Yep... Twitter has become very lean.