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Comment by le-mark

3 months ago

Elon has proven to truly be the dumbest smart guy ever. He alienated Tesla’s core customers; tree hugging liberals, and anyone who cares about sustainability. The GOP nor their voters care and never will. I called this Tesla stock crash months ago; did not act on it though.

One interesting thing is that he seems completely unaware that he is the problem. Stepping back from DOGE to focus on Tesla again. He thinks that him getting closer to Tesla will help save the brand, when it's exactly his association with it that caused the damage in the first place.

The best thing he could do for Tesla would be to step aside.

> I called this Tesla stock crash months ago

TSLA is currently up 5% MoM despite really, really horrible earnings and outlook. The market can stay irrational longer than you can stay solvent sometimes.

  • I don't think stock prices matter as much to him (everybody knows there are lots of expectations baked in the price).

    • Nor do I, I'm sure he's aware it's propped up on nothing but fumes and vibes. I was just commenting on OP wishing they had shorted TSLA months ago. Easy to say in hindsight, is all.

I think less people care about it politically than you think. Most people I know who have Teslas stand by the product even through Elon’s dumb shit.

I think people care more about their own convenience. There’s nothing else in our market that’s even comparable. People talk a lot of shit and it wasn’t great to start but FSD is on a different level now, especially on newer cars like the new Model Y. Having a car that mostly drives itself is the best purchase I’ve ever made.

It doesn’t seem to be slowing down sales in Seattle. New Model Ys are everywhere here.

He was smart. Then he started using drugs. Since then, he's made a lot of mistakes. It's pretty simple.

The fact that so many "climate activists" and environmentalists turned on him confirms my suspicion that they didn't think so highly about the earth or climate change in the first place. They care about partisan politics and their tribe more than the planet.

  • Be wary of confirmation bias. I don’t find it unlikely at all that Tesla owners have sincere environmental goals that could be overshadowed by other concerns. Let’s afford each other the grace of being rational expected utility maximizers.

  • He spent hundreds of millions to get Trump elected, so that now the EPA is gutted, the closing of coal plants has been halted, and federal lands are set to be drilled and mined into oblivion. This is what climate activists correctly opposed and continue to oppose in opposing Musk.

    • He made cars that people actually like, that don't emit any CO2. But he doesn't signal from the right tribe, so everything he's done is worthless.

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