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by manuelabeledo 1033 days ago
Further evidence that its product is the stock.
2 comments

One cracked casting will not move the stock. One million, maybe. $TSLA is a big company.
Musk surely seems more interested in pumping up the stock than actually addressing quality issues.
You're right that a higher market cap is one definition of success.

Keeping it high is another.

Electrification of human transport is another.

I suspect he wants it all, and having a higher market cap right now is a way to get the other two - TSLA raised a massive amount of capital off of their high valuation.

what does that even mean ?
The people buying Tesla stock buy it because it just goes up, regardless of the health or future of the underlying company.
The share price hasn't only risen; over the past two years, it has fluctuated between $100 and $400 per share.

Also - one defect means absolutely nothing. They make solid cars, everyone that owns one knows that.

> They make solid cars, everyone that owns one knows that.

Data seems to disagree with this statement [0]

Tesla is also notorious for glaring QC issues, like missing bits and obvious panel gaps.

[0] https://www.forbes.com/sites/edgarsten/2023/02/09/tesla-tank...

If Tesla cars were such POS, they wouldnt be growing 50% Q/o/Q. They have the most popular selling cars in multiple countries (Model Y).

The news picks up on the .0001% of problems and those customers are always the loudest (understandably). For ever cracked front casking, there are tens of thousands of solid castings. Austin alone makes 5K Ys per week.

https://www.teslarati.com/tesla-giga-texas-5000-unit-weekly-....

The article references a study by J.D. Power, which runs every year or so. Hardly newsworthy.

> If Tesla cars were such POS, they wouldnt be growing 50% Q/o/Q. They have the most popular selling cars in multiple countries (Model Y).

What kind of argument is this? Shake Shack is one of the fastest growing fast food chains, yet they sell crappy, unhealthy food. Xiaomi arguably makes phones that aren't as good as Samsung or Apple, yet they are the fastest growing manufacturer.

Either that or a defect in a single car is not going to affect the value of a company that sells millions of cars a year