Republican voters don’t care about Trump’s corruption — and here’s why

Lucky Luke

Well-Known Member
Mid terms may go against Trump but now that the conservatives have control of the high court for the foreseeable future American politics and lifestyle will be gradually swung more and more to the right. I heard one commentator say its the most conservative court since the 1930's and with another appointment more than likely coming up soon will be even more so.

He has done what no other conservative has done. The religious fanatics love him.
 

Fogdog

Well-Known Member
Lets not forget that Jaguar is owned by one of if not the largest car company and a huge multinational company encompassing a diverse range of products and brands- Tata. They have the means to do what Telsa cannot- met deadlines.
http://tata.com/brandshowcase.html?id=AJNXbM!$$$$!nSi8=/TLYVr3YPkMU=
Large corporations have largely fared poorly when the technology they depend on for revenue is disrupted. Tesla is following the same development and production curve that other start-ups followed to eventually displace the old giants. I just doubt that Musk's conglomerate can continue to bear the debt he's obligated to pay back and maintain cash flow to grow the business. What I think will happen if Tesla fails financially is another start-up will fill the niche, not one of the big auto producers. Just my guess though. Tesla might make it.
 

Lucky Luke

Well-Known Member
Large corporations have largely fared poorly when the technology they depend on for revenue is disrupted. Tesla is following the same development and production curve that other start-ups followed to eventually displace the old giants. I just doubt that Musk's conglomerate can continue to bear the debt he's obligated to pay back and maintain cash flow to grow the business. What I think will happen if Tesla fails financially is another start-up will fill the niche, not one of the big auto producers. Just my guess though. Tesla might make it.
True but Tata also make batteries.
 

Lucky Luke

Well-Known Member
I think we will see Toyota (maybe under another banner like they did with Lexus) with a full battery line up before 2030. Their Hybred cars are everywhere as it is.
 

Fogdog

Well-Known Member
True but Tata also make batteries.
Large entrenched companies have to bring in large revenue and they rarely if ever survive transfer to disrupting tech. They have a profitable high volume product and fr,smfomh customers that get in the way of nurturing a completely different technology from startup mode. Eastman Kodak, for example invested heavily in digital imaging technology but wasn't able to survive the change to digital. The big car companies can make the switch to electric but Tesla has shown they aren't very good at it yet.

It's more common that large established companies can't bridge the gap and they go under.

From a well read book on the subject:

successful, outstanding companies can do everything "right" and yet still lose their market leadership – or even fail – as new, unexpected competitors rise and take over the market. There are two key parts to this dilemma.

  1. Value to innovation is an S-curve: Improving a product takes time and many iterations. The first of these iterations provide minimal value to the customer but in time the base is created and the value increases exponentially. Once the base is created then each iteration is drastically better than the last. At some point the most valuable improvements are complete and the value per iteration is minimal again. So in the middle is the most value, at the beginning and end the value is minimal.
  2. Incumbent sized deals: The incumbent has the luxury of a huge customer set but high expectations of yearly sales. New entry next generation products find niches away from the incumbent customer set to build the new product. The new entry companies do not require the yearly sales of the incumbent and thus have more time to focus and innovate on this smaller venture.
For this reason, the next generation product is not being built for the incumbent's customer set and this large customer set is not interested in the new innovation and keeps demanding more innovation with the incumbent product. Unfortunately this incumbent innovation is limited to the overall value of the product as it is at the later end of the S-curve. Meanwhile, the new entrant is deep into the S-curve and providing significant value to the new product. By the time the new product becomes interesting to the incumbent's customers it is too late for the incumbent to react to the new product. At this point it is too late for the incumbent to keep up with the new entrant's rate of improvement, which by then is on the near-vertical portion of its S-curve trajectory.

https://en.wikipedia.org/wiki/The_Innovator's_Dilemma
 
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doublejj

Well-Known Member
https://www.teslarati.com/tesla-stock-tsla-outperform-rating-430-price-target-accelerating-growth-tech-advantage/

...."Macquarie analyst Maynard Um wrote in a recent note that in the long term, Tesla would likely enjoy an edge against competitors due to the strength and integration of its vehicle hardware and software systems. The analyst pointed out that the auto industry is currently “on the precipice of a multi-decade transformation driven by disruptive innovation and technology.” Thus, companies focused on highly disruptive ecosystem platforms such as Tesla would likely be successful. Um also took a particular focus on Tesla’s real-world Autopilot data as pivotal in establishing the company’s place in the emerging autonomous driving industry.
The Macquarie analyst noted that in the short-term, he sees enough levers to fund Tesla’s debt maturity events, particularly if the company’s stock reaches $360 per share by 3/1/2019. Um did note, though, that it would be beneficial for Tesla to raise equity, as it would further strengthen the company’s longer-term outlook and provide a cushion for any unexpected events or periods of “economic softening."
 

Fogdog

Well-Known Member
https://www.teslarati.com/tesla-stock-tsla-outperform-rating-430-price-target-accelerating-growth-tech-advantage/

...."Macquarie analyst Maynard Um wrote in a recent note that in the long term, Tesla would likely enjoy an edge against competitors due to the strength and integration of its vehicle hardware and software systems. The analyst pointed out that the auto industry is currently “on the precipice of a multi-decade transformation driven by disruptive innovation and technology.” Thus, companies focused on highly disruptive ecosystem platforms such as Tesla would likely be successful. Um also took a particular focus on Tesla’s real-world Autopilot data as pivotal in establishing the company’s place in the emerging autonomous driving industry.
The Macquarie analyst noted that in the short-term, he sees enough levers to fund Tesla’s debt maturity events, particularly if the company’s stock reaches $360 per share by 3/1/2019. Um did note, though, that it would be beneficial for Tesla to raise equity, as it would further strengthen the company’s longer-term outlook and provide a cushion for any unexpected events or periods of “economic softening."
This is an interesting post. Their debt is the source of their biggest risk. We are going to have a recession soon and it will test Tesla as well as any other company that carries large debt load. That said, agree that the electric car is probably going to bring down most of the big auto manufacturers.
 

doublejj

Well-Known Member
trump making China great again......
Tesla Super Factory Landed in Shanghai Lingang
Source: User contributed 0
Home of the Webmaster (ChinaZ.com) October 17th news:According to the Wenhui Daily News , Tesla (Shanghai) Co., Ltd. successfully won the Shanghai Lingang Equipment Industrial Zone Q01-05 block on the afternoon of October 17th, 864885 square meters (A total of 1297. 32 mu) industrial land, Tesla and Shanghai Planning and Land Resources Administration formally signed a land transfer contract, Tesla Shanghai Super Factory in the Lingang area.

 

doublejj

Well-Known Member
FORBES: Guess What? Everyone Was Wrong About Tesla...
https://www.forbes.com/sites/enriquedans/2018/10/28/guess-what-everyone-was-wrong-about-tesla/#6717448f3ca4

"This quarter’s spectacular results have confounded the analysts’ forecasts, proving what some have been saying for a while now, that few in the motor industry and its so-called experts understand the strategic vision of a company prepared to take risks to change the world. Virtually everyone was wrong about Tesla’s finances and its future, and many analysts are now scratching their heads trying to understand what happened while still making recommendations of questionable credibility. For one thing, most analysts simply can’t get their head round the idea that a company’s customers would volunteer to help distribute its vehicles, contributing to a project they consider themselves part of. Elon Musk will doubtless be basking in the warm glow of his “I told you so” triumph, because he does understand that people want to be part of a project that is not about selling cars, but changing the world."....
P.S.....I told you so(:
 
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Justin-case

Well-Known Member
FORBES: Guess What? Everyone Was Wrong About Tesla...
https://www.forbes.com/sites/enriquedans/2018/10/28/guess-what-everyone-was-wrong-about-tesla/#6717448f3ca4

"This quarter’s spectacular results have confounded the analysts’ forecasts, proving what some of us have been saying for a while now, that few in the motor industry and its so-called experts few understand the strategic vision of a company prepared to take risks to change the world. Virtually everyone was wrong about Tesla’s finances and its future, and many analysts are now scratching their heads trying to understand what happened while still making recommendations of questionable credibility. For one thing, most analysts simply can’t get their head round the idea that a company’s customers would volunteer to help distribute its vehicles, contributing to a project they consider themselves part of. Elon Musk will doubtless be basking in the warm glow of his “I told you so” triumph, because he does understand that people want to be part of a project that is not about selling cars, but changing the world."....
P.S.....I told you so(:
A friend just got back from socal, said there were Tesla's flying by him left and right on the freeway, " They're so fast" were his exact words, ha!
 

doublejj

Well-Known Member
Tesla eyes first deliveries of electric semi in 2020.... https://www.freightwaves.com/news/tesla-electric-trucks?format=amp&__twitter_impression=true
"Nobody in North America was talking about electric vehicles until your local news outlets picked up the rollout of the Tesla semi," O'Leary said. "That led basically to what we call the Tesla effect. Now shippers are asking their carriers where you are with electric vehicles."....tesla is way out in front:clap:
 
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doublejj

Well-Known Member
A friend just got back from socal, said there were Tesla's flying by him left and right on the freeway, " They're so fast" were his exact words, ha!


...."After Tesla's "historic" quarter - Q3 2018 - where it posted its first profits in 2 years - the American automaker had just 2 profitable quarters in its history, the last one being in 2016 - and outsold Mercedes-Benz (66,542), Audi (59,47) Acura (41,830) and Infiniti (33,079) in America with close to 70,000 vehicles sold, our current sales estimate indicates that Tesla is on track to surpass Lexus (78,622) and BMW (71,679) in the final quarter of this year."...8-)
https://www.forbes.com/sites/jeanbaptiste/2018/10/27/tesla-just-outsold-mercedes-benz-audi-acura-infinity-in-america-about-to-crush-bmw-lexus-in-q4/#50f41ed317d1
 

schuylaar

Well-Known Member
my new puppy like belly rubs but he's a boy..i think he's trying to talk me into something:lol:

so how do you rub his belly?
 
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