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Amy
@_SFTahoe
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TSLA investor, After IPO 2010–present. Airline Pilot, B787 FO. If there isn’t a blue check—it isn’t me.
USA
Joined September 2017
@tslamoon1 @WholeMarsBlog Then pay the man! How engaged would you be in your job with no current comp package? I have done multiple posts on this—the last milestone of Elon Musk’s 2018 comp package was met in 2022. It is 2024. Elon Musk isn’t Tesla’s indentured servant. There is no current incentive.
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TESLA SHAREHOLDER LETTER:.🔺Final numbers! 🔥🔥 over 5800 investors representing over 23,335,217 Million Shares. (Or 4.3 BILLION Dollars of shares at current market value). 🔺Letter is being mailed to Tesla Corporate Secretary. Final letter & Cover Letter and note re:
🎯. Have never heard of a company able to mobilize. - in only 4 short days (including a weekend) .the commitment of .- 5,821 shareholders with .- 23,337,127 shares. Retail investors showing their deep appreciation of @elonmusk and @Tesla's Board of Directors. Now Austin bound.
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Elon Musk can’t be bought! Not for any price. Not for any incentive. This has ALWAYS been clear. But some people can clearly be bought, and stand for nothing, and have no principals, so they see everyone else through that distorted lens. Shame on them.
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Tesla Shareholders are personally disgusted as well. And we will mobilize.
Nearly every single @Tesla employee is an owner/shareholder of the company. Tens of thousands of them have had a life-changing experience as a result of the company/stock growth. Some truly inspiring stories…our employees work very hard and are positively changing multiple.
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TESLA:.Gary Black delivers in what becomes a master class on TV appearances. Concise and focused on the Tesla’s superior product. Well done @garyblack00!!! So impressed (but not surprised).
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And I stand by my call.for a new Elon Musk Tesla compensation plan that pays off if Tesla becomes bigger than Aramco and Apple combined. Why?. 🔺This market cap only happens if Tesla executes perfectly on existing programs, FSD, Optimus, 25K EV, Energy, and continues to disrupt.
@WholeMarsBlog I stand by my prediction that, if Tesla executes extremely well over the next 5 years, that the long term value could exceed Apple and Aramco combined.
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TESLA 25K CAR!.🔺Announced by Elon Musk, GigaBerlin will produce the NextGen. 🔺I’ve speculated Tesla is saving space for the Next Gen 25K car in Austin, Berlin and Shanghai. Austin and Berlin now confirmed. 🔺If GigaMexico construction is slower, that doesn’t stop the Gen 3.
#GigaBerlinBrandenburg.@elonmusk announced today during his visit to GigaBerlin that a 25k € Tesla will be built here.🔥🚗
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TESLA SHAREHOLDER LETTER. To all that signed, this Thanks is to you too. There is overwhelming shareholder Support for Tesla, Tesla Board and Elon Musk. Shareholders want their votes to count! And they want Elon Musk Compensated! @TeslaBoomerMama.
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@pmarca UNDUE ENRICHMENT .🔺ELON MUSK—Paid 0 shares for 4 yrs work & creating 1200% increase in share value. 🔺PLAINTIFF ATTORNEYS — Ask is 29 Million shares in the company they sued, that is 6 Billion in pay for a 5 day trial. SHAREHOLDER RIGHTS Ask forever harms shareholders (in
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TESLA BOARD:.Shareholders elected the Board of Directors. Choosing the Board is our right. GOVERNANCE PROBLEM? .Tesla doesn’t have a Governance Problem! The Tesla Board is one of the THE most successful Board’s of any company at any time!! . Tesla has a DELAWARE problem—that.
Robyn Denholm has presided over an 8x return for shareholders over the last five years — I think she knows how to do her job better than anyone at the New York Times
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TESLA INTO INDIA?? .👀 We are missing what this means!! GigaSeoul could export into India without the 100% Tariff as South Korea has a free trade agreement into India. South Korea business & trade Friendly. Also FTAs with US and other strategic countries. Elon Musk reportedly.
@SF___Tahoe I know that Tesla wants to sell EVs to India but US-India import tariff is like 100%. Elon want to negotiate this as well as building factory in India but it is not going well. South Korea also has an FTA with India called CEPA. Under this agreement, cars made in S.Korea are.
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You think TESLA is growing at a fast rate now?? Just wait—but maybe we won’t wait for long!—for the 25K Tesla to come out. 🔺Tesla worked on tooling of the production for the 25K vehicle this summer. (Isaacson book). 🔺Tesla is expecting sales of 4-5 Million of the 25K EV—.
Elon CONFIRMS compact production line in Texas. this may come out sooner than many of us were expecting.
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TESLA: Another positive article on Elon Musk, Tesla, and the Shareholder Letter organized myself & @TeslaBoomerMama and signed by over 5800 Retail investors representing over 23 Million shares—4 + Billion dollars!! Well written, fair & balanced article by @DowJonesAl . 🔺I
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Tesla moving to Texas is about Shareholder Rights (Tesla will change its incorporation state to its HQ). Shareholders voted—and overwhelmingly approved—the 2018 Elon Musk Incentive Comp Plan. I can’t decide what is worse—one rogue activist judge rescinding our votes; or if.
The public vote is unequivocally in favor of Texas!. Tesla will move immediately to hold a shareholder vote to transfer state of incorporation to Texas.
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💯 👇 I stand by my 2018 vote in favor of the Elon Musk Comp plan. It is an overreach of the courts power to overturn shareholders wishes.
@SawyerMerritt This is insulting to shareholders.
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Tesla Twitter, @Kristennetten is locked out of her account. She was scrolling Twitter and was logged off while on it, and Twitter won’t unlock her account. No explanation. Kristen is my friend. Twitter support, there needs to be a better way to protect accounts that doesn’t
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TESLA SHAREHOLDER LETTER .Now 5150 Shareholders participating in the Shareholder Letter to the BOD—representing 20,820,485 shares!!! We support the Tesla BOD & Elon Musk. We want our votes to not be rescinded and Elon Musk to be paid for past—and future—work. Letter and link to.
⏰. 💥24 hours left to participate in the Shareholder Proposal💥. Below is the final text, and in the comment you find the link to the form to participate. Also there is a chart how we compare to some institutions. Status update:. - 5,150 retail shareholders participated so far
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“But the Shareholders voted on it!” . Exactly! Watch this excellent CNBC Segment! 👇Delaware court “a majority-of-the minority stockholder voting provision. The trial court found that this provision, which it called “one of the most extolled and powerful protections afforded.
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TSLA SHAREHOLDERS.🔥🔥🔥🔥 Almost 4,000 Shareholders—let’s get it there!—representing over 17.3 Million TSLA shares have signed on to the Tesla Shareholder Letter expressing our support of the Tesla Board & Elon Musk. Tesla shareholders want our votes to count (not be
The Shareholder Proposal sign up is now at . - 3,964 retail shareholders holding.- 17,389,124 shares. This chart shows how we compare. Proud of us! . Two more days to go. @_SFTahoe
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Cybertruck: ‘The number one question we get now, is this what it’s really going to look like? And when can I get one? … It’s coming [2023]. It’s going to look like this’. Franz von Holzhausen.H/T @TeslaHype .
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@elonmusk @tslamoon1 @WholeMarsBlog This should happen soon! I hope the Tesla Board of Directors is already working on the new incentive comp package.
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@kimbal @IraEhrenpreis @robyndenholm @jgebbia @elonmusk Board please let the shareholders vote a second time for the 2018 comp plan to keep the previous plan active. I, and the many other shareholders, will sponsor it appearing on the ballot.
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Tesla, focus on quality. Only 12% Degradation after 200,000 Miles!. 🔺A cause of battery degradation is the solvents in the wet process of making a battery. The dry battery electrode process doesn’t use solvents, which removes this cause of degradation. DBE 4680s will likely.
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Tesla is managing towards the end goal of what S3XY pricing will be once Highland is released. 🧵. Tesla pricing strategy considers the following components: . 🔺CLEAR OUT PARTS INVENTORY .(specifically inventory on parts that will no longer be needed down to 0. Remember Tesla is.
With this new discount it means this Model 3 below now start at $29,620 including the federal EV tax credit (for those eligible). Include local incentives from states like California or Colorado and the price can get down to about $24,620. A Honda civic starts at $23,750.
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@kimbal @IraEhrenpreis @robyndenholm @jgebbia @elonmusk And change Tesla’s state of incorporation to Texas or Nevada so Tesla never again has to deal with the overreach of the Delaware Chauncery court.
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Tesla Semi: The Semi Truck that performs like a Sports Car, even with a Full Load. H/T @HinrichsZane Awesome video. Great work. 👏.
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TESLA SHAREHOLDER LETTER .Over 10.6 Million shares represented! Vast range of 2647 shareholders that have 1 share—to tens of thousands. Some started buying $TSLA in 2010. Some started buying $TSLA just last month. All agree: Shareholder votes need to MATTER and stand—AND PAY
We are going to close the Shareholder Proposal form on Sunday, I'll give you notice, so please continue until then. Tonight we are at .- 2647 shareholders with.- 10,602,000 shares. Fantastic. And a word for the TSLAQ who fill in crap: I clean this, and now I have your IP.
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Tesla Energy is just getting started! . 🔺Don’t look to the past—when Tesla was battery cell constrained—as a guide for what Energy will do in the future. 🔺This chart 👇 says it all. Tesla has already deployed more Energy Storage this year than all of last year! 🔥. 🔺More.
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TESLA has a choice! Tesla can—and should!—incentivize Elon Musk to put his new ideas inside Tesla. Tesla would pay any other CEO. MASSIVE RETAIL SUPPORT .Look at the absolutely massive support of Tesla investors on X for a new Incentive comp plan. In just the last 24.
@heyitsyashu I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned. Unless that is the case, I would prefer to build products outside of Tesla. You don’t seem to understand.
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TESLA FSD.V12 is end to end Neural Net. Those that are driving V11 (ie everyone!—but Tesla engineers) are driving the old tech. Hold judgment of what FSD can do until you see V12. V12 is a massive step forward with end to end neural nets. CODE REDUCTION.300,000+ lines of code.
@_SFTahoe Agree but their going to be miffed when they find out FSD is obsoleting hand written coding entirely now and into the future. .
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💯 It is past time for a new compensation package. @elonmusk will continue to guide Tesla to disrupt multiple industries. Paid when Tesla hits the combined value of Apple plus Aramco works for me. And it should work for all other shareholders too. Think about it. What will.
Tesla needs to award Elon Musk a new compensation package, similar to his last one. He only gets paid if $TSLA hits a $4 trillion valuation (Apple + Aramco).
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@BillAckman @NeriOxman Please do some more posts sharing some of Neri Oxman’s incredible work here on X. I have googled it and more people should be aware of the original thinker and artist that Neri Oxman is—pushing the boundaries or what is thought possible in material science and architecture.
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TESLA.Reviews are coming in, New GigaShanghai produced Model 3 is a hit! . Customer Report on his refreshed Model 3: . "It’s perfect! …It’s a Huge Step Forward!". @elonmusk said:. "I tell people throughout the world that the cars we produce here [GigaShanghai] are not only the.
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Why do I invest in Tesla? Because Elon Musk is not capable of riding on past successes. Elon Musk continuously comes up with new products—many of which disrupt the status quo. The existing Tesla product portfolio—Energy, Auto—is just the beginning.
Every Elon Musk product:. 1) Blastar (1984).2) Zip2 (1995).3) X . com (1999).4) Tesla Roadster (2006).5) Falcon 1 (2006).6) Tesla Model S (2009).7) Falcon 9 (2010).8) Giga Fremont (2010).9) Dragon 1 (2010).10) Supercharging network (2012).11) Starship (2012).12) Hyperloop (2013)
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Apple has an estimated 1 Billion users worldwide. Is a software update for IOS a recall of 1 Billion phones? No. Tesla issued an over-the-air update. NHTSA using outdated terms is a NHTSA problem—not a Tesla problem. Rolling Stone’s misleading headline has a tenuous.
This publication is either incredibly misinformed about this recall (a free software update that improves the system) or they are purposely misleading the public.
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@kimbal @IraEhrenpreis @robyndenholm @jgebbia @elonmusk While shareholders are at it, add in a new comp plan for going forward (as 2018 plan was the past work) whereas Elon Musk gets a 25% voting share (in super voting shares or regular shares) for meeting a new set of ambitious milestones—milestone options include FSD being solved,.
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CATL Qilin factory will becoming online right next door to GigaShanghai. Tesla has a supply deal with CATL. 🔺Tesla doesn’t need battery assembly workers in Shanghai because Tesla will be buying full packs, not just cells. CATL states their M3P battery in the CTP Qilin Pack.
$TSLA @elonmusk .News: Tesla's Giga Shanghai Starts Firing Battery Assembly Workers, Vehicle Manufacturing-Related Workers Not Affected. - Battery phase 1 layoff will be about 50%. Those personnel may be fired after compensation negotiations, and a small number of employees may
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TESLA. The FUTURE should look like the future, this doesn’t just apply to the exterior of the Cybertruck. What is UNDER the cold rolled stainless steel is arguably more REVOLUTIONARY. Even the wiring and data transmission is SMART! . Tesla is moving to a more EFFICIENT modular
Tesla is modularizing both vehicular wiring AND communication. Lower costs, build time, weight, latency. Higher throughput. @TeslaLarry @_SFTahoe @TeslaBoomerMama @DrKnowItAll16 @WholeMarsBlog .I expect some form of this is in CyberTruck. Key Patents. Modular Wiring System
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An OG Tesla Bull, Superstar Fund Manager Ron Baron, on how Tesla can be bigger than Apple & Aramco combined. Ron Baron doesn’t plan to sell Tesla in his lifetime.
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This is why traditional news sources are losing credibility fast.
It’s clear CNBC mgmt have directed producers & on air “talent” to ridicule & joke about the @cybertruck & NOT show the lines waiting to see it… I hope the .@Tesla team pays zero attention to the media, yet as history has proven, performs in a way that quiets the naysayers 🤫…
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@elonmusk This just has to get fixed. It can’t be the precedent that Shareholder Votes can be wiped out years later! Shareholders were overwhelmingly for the pay package in 2018—and still are in 2024. Plus want a new, compensation package that gets you to 25%+ voting control. It is.
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CYBERTRUCK:.“After a week of driving and maybe ~1,000 in-person interactions, exactly ZERO people have disliked the design. I cannot emphasize enough how photos do not do this truck justice… you can’t appreciate the size/dimensions/scale of it until you see in person. And.
Cybertruck’s Biggest Surprise:. - The first thing people notice about CT is the design, it’s polarizing and often people pick a side of love/hate (very few are in the middle). - But after a week of driving and maybe ~1,000 in-person interactions, exactly ZERO people have disliked
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Tesla plans 20M EVs by 2030 or sooner. Morgan Stanley models Tesla at selling just 7.9 Million EVs in 2030. 🔺Why the Large Gap?.Analysts are ‘capping’ Tesla at a max percent market share of the 67 Million (2022) global new car market. 🔺But what about Tesla’s Gen 3.
Morgan Stanley: #Tesla is expected to deliver 1.9 million units this year and 7.9 million units in 2030.
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🔺Tesla’s new Electric Drive Unit is designed to be battery chemistry agnostic. That means Tesla is already positioned to take advantage of battery chemistry advancements. 🔺The Battery Chemistry and Structural pack space is in an Era of Rapid Innovation. Cheaper battery
@SF___Tahoe @fsmolk In case you are interested, the core indexes of CATL's first generation of SIB are basically as follows:.1) cell energy density, 160Wh/kg; 2) charge 15 minutes, 80% power; 3) In -20°C, more than 90% discharge retention rate; 4) system integration efficiency, more than 80%.
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PLEASE HELP!.We need shareholders to write letters to the Chancery Court. @Kristennetten @TeslaBoomerMama . Do this immediately. We have only a few weeks. Put what actual shareholders interests are on the record. The plaintiffs attorneys don’t represent us. KEEP IT SIMPLE.We.
🚨. We need each and every one of you to send tens of thousands of letters in the next two weeks to Judge McCormick before she statutes on the plaintiff attorney fees. Time is of essence!. #DelawareCourt81 (to remind of the 81% approval of the 2018 Comp Package). Listening to.
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@elonmusk @MartinViecha @baglino @tomzhu_nz Can next event can be Energy Day? Discuss Battery Storage (MegaPacks & PowerWalls, software like AutoBidder) & role in Master Plan 3. Street models for energy vastly discount Tesla’s 1 TWh Goal. Much confusion.
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@SawyerMerritt Well done Peter Blades! Quite an accomplishment to be part of designing the world’s most iconic vehicles. TESLA’S WORLD CLASS TEAM:.Peter Blades is yet another example of what we saw at Investor Day: Tesla has many talented and dedicated long term employees that stay, or.
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Can someone tell all these people waiting in line to see the Cybertruck that Elon Musk destroyed Tesla’s brand? They must not have got the memo. Cybertruck enthusiasts are making liars out of MSM and pundits.
The Cybertruck is FŮĊĶING INSANE!. I just left the Bellevue Square @Tesla showroom. It was packed with curious mall goers and fans. The Cybertruck looked like it was ready for mass production. This is my third time seeing one in person and I could not see any flaws in this
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BREAKING CyberRoundup 2023 Invites going out! . My Lucky, Lucky Twin @NV_Julianna got the invite. But it may be her husband that gets to be her plus one. I will go to Austin no matter what!
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TESLA: ALWAYS read past the Headline!. PANASONIC.Panasonic cutting back “domestic” battery production is Japan Production. Panasonic is a Japanese company. Panasonic primarily supplies Tesla out of its Nevada factory, with some supply (Model S/X cells coming from Japan).
Some $TSLA investors may have been spooked by this story that Tesla battery supplier Panasonic cut domestic battery output by 60% and says sales won’t recover “any time soon” . Important to note batteries produced in Japan are for high end Tesla Model S & X. Higher priced models
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As a Tahoe resident I have driven Donner Pass many times. ALL SEMI’S crawl up the steep grade of the pass—at least they did, before the game-changing Tesla Semi started blowing by them like they are parked, even with a full load.
I had some thoughts about how to (safely) capture some video of the Tesla Semi vs diesel semi’s going up a steep grade. The average grade ascending the Donner Pass is 7% up to 16%. This is some of what I captured. #Tesla #teslasemi Tesla runs these semi’s daily, fully loaded up
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Ross Gerber is a bad & divisive choice for the Tesla BOD. Tesla is a Global business. Ross Gerber does not have international expertise. Tesla has employees around the world—employees & customers that live outside the USA aren’t donating to US political campaigns, but Ross.
Im also curious if the person tweeting for @Tesla is free to express Tesla’s feelings on issues. 94% of tesla employees gave money to democrats this year. Similar to the 2020 election. $tsla
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