Tesla Thomas
@MrTeslaTom
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All-In $TSLA since 2012. I tweet about Tesla, $TSLA & sustainable energy. Occasional shitposter. Follow along if that interests you.
Posts not Financial Advice!
Joined January 2021
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Back when I worked at Tesla, I had two meetings total with Elon. Both part of sharing best practices from the field and working out how to deliver more cars.
Each Manager, had to present 3 practices of what we were doing in our region to deliver more cars. I was second in line.
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As a Tesla Hiring Manager, I interviewed and hired 100’s of applicants over a 10 year timespan. Here are some things that top-performing candidates and employees did. Follow along if this stuff interest you:
1: They were genuinely aligned with Tesla’s mission. It really helps to
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Here's another “when I worked at Tesla” anecdote for Friday afternoon. :)
Back when the first Model S were delivered, we were making upwards of 20 improvements to it per week. The pace of improvement was staggering. The first cars were far from perfect, but they got a lot better
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Some are asking why I left
@Tesla
. I left on a completely positive note. After 10 years, the creative work that we were doing in the beginning was done and as the region was quite small, therefore my role became limited. I was unable to move at the time due to family but had been
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I’m an Ex-Tesla employee. Ross doesn’t speak for me. I joined Tesla, because I wanted to work hard for a mission alongside bright people. I joined because it’s different to the 9-5 slog. That comes with risks. Tesla is not a cushty place to work. Everyone knows that.
And btw an
Sad to see tesla gutted and hollowed out. So many dedicated hard working tesla employees have lost their jobs. All avoidable victims of Elons Twitter gambit. Sad days for tesla. $tsla
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Another anecdote from my time working at
@Tesla
.
One day a Service Technician thought he was e-mailing the other Techs in his local Service Center. He of course hit “All” and accidentally sent his e-mail to the whole company.
Problem was, he was asking where the Service Centre
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RIP to our fallen $TSLA soldiers:
Greg Westr
Tesla Economist
JerryRigEverything
Ross Gerber
Barry Glack
Ryan Shaw
Ben Sullins
They succumbed to butt-hurtedness.
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@CalltoActivism
@elonmusk
Twitter before
@elonmusk
was about news and staying informed. Twitter after Elon is about Elon. I feel like we’re getting Elon rammed down our throats 24/7 now.
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Some of the best Managers I’ve ever had were at Tesla. Here are some of the things that made them great:
1. A “flat hierarchy” was normal for them. I never had the feeling I couldn’t speak up if I thought we could do something better and “Outshining the Master” was never an
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Way back in 2012, I applied for role in Sales Ops for
@tesla
in EMEA. After a few rounds of invterviews, my final one was with Jerome Guillen, who was VP of Worldwide Sales back then. I was surprised, that I was being interviewed by him, but I would be in his Org and so I got the
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@Tesla
Will write a short Tweet series on working at Tesla. Follow along if that’s your thing!
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Game changing call. This is the most focussed I’ve heard Elon in a long time. Sharp! $TSLA
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Anyone betting against
@Tesla
should simply go work there for 2 weeks. The first week to pick their head back up and screw it back on after it’s fallen off and the second week to realise they’re betting against a bunch of hard-working psycho-geniuses, absolute hell-bent on
NEWS: Anti-Tesla ETF Set to Close After Hefty Losses
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I've worked for both Tesla and one other pure EV manufacturer. I just wanna say the competition is not coming.
The reason I say this has little to do with the product, but rather the culture and way of working. Nothing compares to Tesla, from what I've seen in my career.
I'll
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Something tells me, with Tesla FSD roll-out in China and the EU just around the corner, $TSLA is about to 🚀
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My first visit to Fremont was in 2014. It was part of a Managers Meeting and we were a group of 10. All of us had hit our targets in the previous quarter and had either topped our region or country, hence the invite. This was the other one of two meetings with Elon present, that
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Just voted my $TSLA shares. I of course voted to reinstate Elon's compensation package and against anything else that would slow Tesla down.
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Back when I worked at Tesla, I visited, what was then still Tesla’s HQ in Palo Alto. We’d been promised a tour of HQ, by our colleagues in Inside Sales, as part of a 3 day schedule, one of which was a meeting with Elon in Fremont. I’ve pinned the post about the meeting with Elon
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When Elon doesn’t lay out Tesla’s growth plans, bears say he’s not doing his job.
When Elon lays out the growth plans, bears say he’s lying.
You can’t have it both ways.
$TSLA
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Back when I worked at Tesla, I had a conversation with my Country Director, who had recently been over to Fremont, for a week of meetings, Sales & Marketing related. All Country Directors had to present their markets.
Amongst other things I talked to my Country Director about,
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Your body fat percentage should be your tax rate. This would also solve population collapse.
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$TSLA will go up when it starts printing money. Not when Elon’s new comp package gets approved, not when a robot takes a shit on the factory floor, not when some OEM licences FSD, not when Cybertruck ramps. When its already printing money is when everyone will get FOMO and start
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I went all in $TSLA this morning at $104. Sorry, not sorry. 😎
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I spoke at length to a FSD Engineer at last nights Event. FSD V13 people. That is all.
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I can’t tell if the actual WHOLE WORLD is talking about $TSLA FSD V12.3 or if I’m just in my X Bubble. 🤷♂️
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Here's the deal: this price cut has been in the planning for OVER A DECADE. This is when Tesla takes market share. This is when we make it hurt. I'm certain the auto landscape at the end of 2023 will look much different and am as optimistic as ever for the future of Tesla.
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All I want is for $TSLA to go up to something like $300. I‘m tired guys. Real tired.
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Apparently someone at Tesla has been dismissed for taking pics of the Cybertruck production line. I assume there is a lot happening in Giga Texas. It's getting close. September is gonna be interesting. $TSLA
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The dynamic that Elon has with the VPs in this call feels natural. It’s a healthy back and forth. Bullish. $TSLA
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UPDATE: Tesla FSD V12.3.6 is rolling out to employees. $TSLA
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Really appreciate the new Follows everyone. Will be posting new experiences from my days at Tesla regularly, within the bounds of my NDA of course. All positive stuff.
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Way back in 2012, I applied for role in Sales Ops for Tesla in EMEA. After a few rounds of invterviews, my final one was with Jerome Guillen, who was VP Worldwide Sales back then. Our only focus was the Model S, AWD was not yet on the markets, our top model was the P85+..🧵 $TSLA
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Tesla Full Self-Driving is now completing drives with the equivalent competency of a 17 year old new driver. A year ago, I would have put it at around 12 years old. Can‘t wait to see what the next year brings. 💪🏻🚀
It’s incredible how Tesla Full Self-Driving Beta 11.4.6 will sometimes just complete a drive 100% perfectly now — no false slowdowns, nothing.
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Optimus = the body
Grok = the brain / personality
FSD = the nervous and motor system
All connected by Starlink.
We’re being fed the story piece meal, folks.
Very soon, Tesla will be producing Robots, that are more capable than humans in every way.
Work will be optional. And
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Tesla will licence FSD to other Automakers, but only for EVs. 🤫
$TSLA
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@farzyness
Farzad! Thanks for following along and great to see a colleague on here. Appreciate what you do for the movement man!
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@TeslaBoomerMama
@CathieDWood
@garyblack00
@GerberKawasaki
Gary Black can’t shut up about $TSLA and owns less than your neighbourhood retail investor. Lol
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@RossBullington
@Tesla
Don’t think they did. Come to think of it…where IS the drinks machine?
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Hey Elon, remember that time when the $TSLA AGM was a couple of weeks away and we had to vote for the comp package again…and you were tweeting all the time about Tesla, like all the time and making some massive valuation predictions albeit with big disclaimers attached and it
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I used to be a hiring manager at Tesla. I'm willing to share some anecdotal tips on getting hired. DM me if you need some help. Will try to answer ASAP.
$TSLA
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Someone: shares confidential but already public information about Tesla.
Elon unfollows.
Internet: Rocket Man BAD! Cancel Elon!
Someone: shares confidential information about important safety concerns at Boeing.
2 people die mysteriously.
Internet: Shit happens.
$TSLA $BA
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So I’ll hold on for now, but I’m holding on by my fingernails. I won’t be selling when I we hit previous ATHs either, as IMO we will blow right through them the next time around.
Interested to see how other shareholders are doing and where you’re at on your pain scale!
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If the Tesla Model 3 Highland really starts production next week as stated by
@Tslachan
's sources, there will most likely already be a box at each Tesla Store with a huge fabric poster inside it waiting to be unpacked with a "Do Not Open Until X date" sticker on it.
If it's
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The FSD V12.3 vibe is similar to the first Falcon 9 landing. So much buzz on here and everyone talking about it....and then it becomes routine.
In a way, it will be sad, when true autonomy becomes routine, I'm enjoying being on the bleeding edge of progress and all of the
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I asked a friend what he thought the Cybertruck recently. He had a complete meltdown, said he hated it, „we‘re going in the wrong direction“ blah blah. Dude drives a BMW 5er Diesel and when I pointed this out to him, the meltdown got worse. We‘re not that close anymore to say the
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But Tesla is executing as well as ever. If we head into a recession, Tesla could slash prices, create a whole world of pain for legacy manufacturers and basically just gobble market share while watching legacy go bankrupt, one by one.
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$TSLA FSD V12.3.5 is being rolled out to employees.
Just a reminder, that we were all getting excited about V12.3.3.
And now we’re at .5
FSD progress is so fast!
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Wow, my tweet about Elon passing the milk really caught fire. 🔥😊🚀
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Fuckin fuckety fuck fuck….
….IT‘S HAPPENING!!
$TSLA
@WholeMarsBlog
Yeah, seeing it everywhere.
Btw, 12.4 goes to internal release this weekend and limited external beta next week. Roughly 5X to 10X improvement in miles per intervention vs 12.3.
12.5 will be out in late June. Will also see a major improvement in mpi and is single stack – no
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Buffett won’t buy $TSLA because it would bankrupt his mate Bill Gates, who is still short. 🤷♂️
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If you're worried about $TSLA layoffs, Tesla do this periodically. It is normal. Certain positions will no longer be needed. There will also be a low performers in the organisation. It's necessary to keep Tesla healthy and thriving.
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People get hung up on who will take on liability when Tesla's FSD is no longer beta.
The thing is, Tesla can probably already extrapolate, when it will be OK to take on liability. They have the data - miles driven, accidents per mile and can calculate probability of accidents,
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Have to agree with
@karpathy
about Elon‘s „Big Hammer“ and tendency to remove bottle-necks.
I remember getting an e-mail from Elon back when Model S deliveries began:
„I hate to burn $1M, but the Aero wheels should never knowingly be mounted to a Model S again“. 😅
The Aero
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I used to estimate the “driving age” of FSD.
About 6 months ago, I guess it was about as capable as 15 year old learner driver. Now I’m thinking a 21 year old who has had their licence for a few years.
Next will be a 27 year old solid driver with experience. Then we go
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The moment, that the collective human consciousness realises that $TSLA FSD is solved and manually driving a vehicle is no longer necessary, that's a 10X for Tesla stock.
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Imagine being short $TSLA now and having to wait for market open tomorrow?
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Guys FSD V12.3 is the start. This thing is gonna be over before we know it. It will happen so quickly from here on in. $TSLA
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My time has come….I‘ll be working the line at Giga Berlin for the foreseeable future….🥹
Tesla launches its first-ever train service
🇩🇪 Giga Berlin will be connected to the public rail network with its own train shuttle. The new shuttle is to run between Erkner train station and the factory site in Grünheide starting Monday, September 4.
The train is scheduled to
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I can feel it. I think we‘re are just before the point in time of not being able to ignore Tesla FSD anymore. Wall Street will follow.
If 2 million cars are driving themselves everyday, it‘s simply a matter of time. This technology is quickly becoming accepted and it‘s ONLY
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I sometimes sell covered calls. I have closed my positions. $TSLA
@farzyness
12.4 has almost completely retrained models. The final touches are for comfort, as it sometimes accelerates or brakes too fast for most people’s taste.
12.5 and 12.6 are in various stages of testing. We’re getting into rare, complex situations, for example: going down a narrow,
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I agree with
@garyblack00
, that
@Tesla
should start running an educational advertising campaign.
When a potential customer test-drives a Tesla, they’re at their most decision ready immediately afterwards. The reason for that is the positive emotions that a Tesla test-drive
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Everybody magically forgetting $TSLA has been flat and supressed by MM’s the last 4 years suddenly predicting pull backs. Yadda yadda, STFU we going to the moon if you like it or not 🚀…..🌕🫡
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What some might not realise, is the $TSLA price drop, not only dropped the residual values of used Tesla vehicles, but also that of their competitors. This only adds to their pain.
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The people that are running for the hills when $TSLA lays off 10% of it's workforce are the same people that complain when EPS is lower than expected.
Either Tesla's costs are actively managed (which means periodic layoffs) or they're not.
You can't have it both ways.
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It's unfortunate that Gary Black is getting steam-rollered recently, but I think a lot have had enough of the "talking-down" tone of his tweets and flat-out refusal to acknowledge FSD / Optimus as a contributor to $TSLA.
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I’ll be posting some more fun stuff from my time at Tesla over the next weeks. Follow along, if that's your thing.
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Please don‘t start chomping Ozempic.
Hack your diet. Fight back against food marketing:
- very slight calorie deficit (the App myfitnesspal helps to track)
- eat protein
- walk a little more
- put your muscles under tension
- drink water
…and wait
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In 2018, I left Tesla. It was time. I was pretty beat up after 7 years or 28 quarters as we would express our time at Tesla. I was looking forward to a break, working a bit in the comfort that my $TSLA nest egg was my back up.
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Working on the next Tesla Storytime…are you sitting comfortably?…😀
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Tesla knows exactly how many Test-Drives are done in the first week of owning a Tesla with family & friends (it’s on average 7), so if FSD is pre-installed, this is an amazing bit of guerilla marketing and will increase awareness massively.
Tesla should pre-install FSD for the
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Sam Altman is on a fast-track to destroy humanity. I trust that dude as much as I trust Zuck. 0%
🚨 BREAKING: OPENAI AND NEWS CORP ANNOUNCE LANDMARK PARTNERSHIP
OpenAI and News Corp have entered a multi-year agreement to integrate premium journalism with AI technology.
OpenAI will gain access to content from News Corp's major publications, including The Wall Street Journal
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I'm increasingly starting to believe, that if you want success in a given thing, you have to think one step removed from it.
- if you want more friends, focus on being a good friend.
- if you need someone to talk to, ask someone about their day / life / work / interests /
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Am I right in saying that Gary Black no longer owns any $TSLA? At $170?
Just as FSD is going mainstream?
Just as Cybertruck is ramping?
Hope he doesn't get whiplashed...
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@minusYCore
I think one gains Elon’s respect by having a healthy discussion with him rather than the sack. But of course I didn’t think that at the time.
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Nope, I‘d say it has more Space Karen vibes, Elon. Sorry - you can‘t say you‘re saving humanity and also suggest the it‘s not worth saving people from drowning. This is a bad take. Just bad form.
@GermanyDiplo
So you’re actually proud of it. Interesting. Frankly, I doubt that a majority of the German public supports this. Have you run a poll?
Surely it is a violation of the sovereignty of Italy for Germany to transport vast numbers of illegal immigrants to Italian soil?
Has invasion
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Can you imagine the ripper of a day $TSLA would be having on Monday if Berkshire Hathaway announced they’d been buying $TSLA in Q1!? 🚀
#BHSM2024
.
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Would someone tell the $TSLA YouTubers, nobody’s got time to watch your 90 minute videos?…thanks…
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I posted recently about the benefits of lifting weights or as I like to think about it simply:
- "putting my muscles under tension".
Thinking about it like this takes away some of the stigma around going to the gym, that I think may put some people off, as they don't identify
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FSD will be finished about 2X as fast as we all expect. The great thing is, because it’s not a physical product, it can’t leak. It will absolutely take everyone by surprise when you see “software update available” one day.
And that will be that…. $TSLA
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I don't think FSD 12.3 is all hype. This is really happening. The next few months are gonna be wild. $TSLA
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In my second interview with Jerome, after he had nailed me to the wall about what our market share would be after the hypothetical introduction of AWD, he said this. "We will spend the next 10 years scaling, and then it will be time to turn the screws"...
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$TSLA 10X’d over the next months. Luckily for me I realised my mistake, my faith in the
@Tesla
team and got back in before the 10X, but I lost a few shares, I won’t lie
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Spitballing here, but could it be that the Supercharger team has been laid off, because the network effect has already been achieved? NACS is after all, already in the bag.
My bet is some of the SuC team will go to other manufacturers or charging providers and build out NACS
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The Cybertruck content that will drop on 1st December will be insane. $TSLA
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