xkjkls

34 ms·

511.
by xkjkls 7y ago
> The economics of solar are great long term Why? It seems like a flooded and commodified utility market, the opposite of something with great economics.
512.
by xkjkls 7y ago
He also happened to be one of the largest bondholders as well. And SpaceX was also deeply invested in SolarCity bonds. He could not have been more conflicted in this transaction.
513.
by xkjkls 7y ago
Most Ponzi schemes usually do produce something of value for those who cash out early enough. I'm not saying the comparison is apt though.
514.
by xkjkls 7y ago
Exactly. Elon employs thousands of people. They deserve him to be forthright about their future.
515.
by xkjkls 7y ago
> willing to look the other way with respect to his fiduciary responsibility For how long? The companies he is trying to produce need to at some point be financially sustainable in order to meet their mission. And when should we wonder w
516.
by xkjkls 7y ago
A huge part of Amazon's business is retail where it never is going to have the same margins as any of the tech companies you listed. It's not really useful to compare Price/Sales in those contexts.
517.
by xkjkls 7y ago
I'd say Tesla bears tend to think that the focus to go into battery production is mainly motivated by the ongoing deterioration of their relationship with Panasonic.
518.
by xkjkls 7y ago
Have they actually made any progress though? This seems like they just had a bunch of PR statements and empty promises.
519.
by xkjkls 7y ago
Why do we assume designing cars is the same as designing phones? Automotive design has been around for 100s of years before phones. And why is this market presumed to be entirely new? Many of the auto manufacturing talents of old are still
520.
by xkjkls 7y ago
Theoretically that depends on the deal. There are ways to have financial ownership without assuming all the liabilities
521.
by xkjkls 7y ago
Well, cash and a distraction of earnings calls is a symptom of the real problem, weak demand. The 3 has been cannabalizing the S and X, which before were the major high margin products that sustained the company. If they have to keep raisin
522.
by xkjkls 7y ago
Why does having more cash make a business strategy better? Just because they have cash to spend, doesn’t instantly mean there are synergies. In fact, most corporations tend to spend cash for acquiring irresponsibily. At the beginning of any
523.
by xkjkls 7y ago
There is no evidence that this was ever true.
524.
by xkjkls 7y ago
They also pay their employees using a large amount of stock. A poorly performing stock means poor morale and more difficulty recruiting.
525.
by xkjkls 7y ago
Yeah, but Musk is like Steve Jobs 1.0. Steve Jobs before NeXT and Pixar.
526.
by xkjkls 7y ago
Doesn't mean they will though. Both Alphabet and Apple have scaled back their auto ambitions since 2013.
527.
by xkjkls 7y ago
Apple's limitless access to capital would be one. Tesla has really had dial down many of their ambitions because of how expensive it is for them to raise capital.
528.
by xkjkls 7y ago
All of these situations are unique, but most of the time the benefits are awarded on a per job basis. So if the plan is to hire 2000 people, the reward will end up being divyied out depending on how many of the 2000 people are hired.
529.
by xkjkls 7y ago
Most of those tax breaks have specific empployment figures associated with them.
530.
by xkjkls 7y ago
> - Sure the CEO might be too active on twitter and at times say or do things typically considered inappropriate CEO behavior. > - Musk often makes bold claims and sometimes misses his projected dates. This strikes me as some serious
531.
by xkjkls 8y ago
The fact that they could fulfill their whole loan that they wanted, and that they lost many important government satellite contracts recently seems to indicate that this is a business that hasn't reached a stage that it isn't out
532.
by xkjkls 8y ago
Honestly, most people don't buy cars that way. They buy a new one when their current car has entirely reached end of life. Either they get into an accident that totals the car, or something breaks that fixing it would be financially no
533.
by xkjkls 8y ago
Yeah, basically in the places that coastal elites exist.
534.
by xkjkls 8y ago
It is basically the most controversial stock on Wall Street. There are either people who think this is going to one day be a $1 trillion company or believe this company is quickly going bankrupt. It is one of the greatest Rorschach tests I&
535.
by xkjkls 8y ago
Stagnant is an understatement. It dropped 30%
536.
by xkjkls 8y ago
To elaborate, there are many many automotive suppliers for engines, brake pads, wiper blades, tires, wheels, et cetera, that many current automotive manufacturers utilize to attempt to create their cars. They aren't the major value in
537.
by xkjkls 8y ago
Is Gwynne Shotwell even the best example? It isn't like SpaceX is really in the best of a financial situation. Information on their financials is limited, as they are a private company, but most information shows they haven't reac
538.
by xkjkls 8y ago
1 hour radius? The car has a over 200 mile range. How fast are you driving?
539.
by xkjkls 8y ago
They still have only 1! factory. Compared to any almost any other automotive manufacturer that is a bespoke operation.
540.
by xkjkls 8y ago
It doesn't seem hard for other manufacturers to come to an industry standard for car charging, and then have that built out. There's only 119 supercharging stations in the US. For the rest of the automotive industry to match that,

More ›