So it all started with a small little Pandemic.
Tesla had to shut down production at the only plant that can make a complete Tesla car.
Elon wasn't happy about this. His company was almost profitable, he was hitting his stride, all was well. Then he had to shut down production, the one thing that makes him money just ended abruptly, and suddenly his company had a clock with the minutes running down.
Tesla was surely spending quite a lot, and we know they didn't have that much in the bank. I would guess someone sat down and did some napkin math and told Elon they had to be making cars around June, maybe July in order to not sink.
Enter right Reopen America, an astroturfing campaign financed by an unknown wealthy person. The campaign appealed to a new target demographic of Tesla, American Conservatives. Shortly after the campaign saw success Musk shared his support and began promoting this idea.
Elon fully leaned into this. Many thought "Elon only wants to Reopen America because he wants to increase his stock price" and dismissed his support as selfish.
Here's where the big brain comes in:
Open twitter "stock price is too high imo" oh, he doesn't care about the stock price, Elon is really trying to do what he thinks is the right thing. Wrong.
Tesla was likely nearing the point where they really needed to start making cars, and this radical action would in the short term hurt, but, it would hurt way less than Tesla running out of money and moving into the real dangerous staying afloat measures.
During all of this; he's having a kid. Another opportunity to make a play. Make a scene about it, maybe give it a crazy name so everyone knows he just had a kid. Investors ever wise will dismiss that crazy tweet he made as a lapse in judgement because he is stressed about the kid.
Still no budge, can't make cars. City government ever altruistic is putting public health first. They can afford to stay shut. Elon can't.
"I'll move to Texas if you don't let me make cars" this is a last ditch effort. Everyone knows he can't do that. They can barely make cars as is, he can't afford to move, train new staff and shut down the factory to move equipment. City Gov. saw straight through it and didn't budge.
Alright then, I'm going it illegally. The factory parking lot curiously was partially full yesterday, they've already started preparing to start the lines again.
Elon is out of cards. But may as well take advantage of this one too. Everyone loves the underdog, "Bella ciao!" I'll make a scene of it. Tell them to arrest me. Every billionaire should have a mugshot.
This will rally the people who supported the (my) astroturfing campaign and maybe I'll get some more Tesla Truck reservations.
Now to play bookie on what will happen next.
10% odds they go bankrupt in the next month. We don't really know how bad it is, but it can't be great. It's possible.
Another 20% they go bankrupt if the economy stays bad and no one can afford to buy a Tesla.
Nice play Elon, very clever.
Tesla had to shut down production at the only plant that can make a complete Tesla car.
Elon wasn't happy about this. His company was almost profitable, he was hitting his stride, all was well. Then he had to shut down production, the one thing that makes him money just ended abruptly, and suddenly his company had a clock with the minutes running down.
Tesla was surely spending quite a lot, and we know they didn't have that much in the bank. I would guess someone sat down and did some napkin math and told Elon they had to be making cars around June, maybe July in order to not sink.
Enter right Reopen America, an astroturfing campaign financed by an unknown wealthy person. The campaign appealed to a new target demographic of Tesla, American Conservatives. Shortly after the campaign saw success Musk shared his support and began promoting this idea.
Listen to the doctors. Politicians are not doctors. Billionaires are not doctors. If the doctors say stay home, stay home.
Elon fully leaned into this. Many thought "Elon only wants to Reopen America because he wants to increase his stock price" and dismissed his support as selfish.
Here's where the big brain comes in:
Open twitter "stock price is too high imo" oh, he doesn't care about the stock price, Elon is really trying to do what he thinks is the right thing. Wrong.
Tesla was likely nearing the point where they really needed to start making cars, and this radical action would in the short term hurt, but, it would hurt way less than Tesla running out of money and moving into the real dangerous staying afloat measures.
During all of this; he's having a kid. Another opportunity to make a play. Make a scene about it, maybe give it a crazy name so everyone knows he just had a kid. Investors ever wise will dismiss that crazy tweet he made as a lapse in judgement because he is stressed about the kid.
Still no budge, can't make cars. City government ever altruistic is putting public health first. They can afford to stay shut. Elon can't.
"I'll move to Texas if you don't let me make cars" this is a last ditch effort. Everyone knows he can't do that. They can barely make cars as is, he can't afford to move, train new staff and shut down the factory to move equipment. City Gov. saw straight through it and didn't budge.
Alright then, I'm going it illegally. The factory parking lot curiously was partially full yesterday, they've already started preparing to start the lines again.
Elon is out of cards. But may as well take advantage of this one too. Everyone loves the underdog, "Bella ciao!" I'll make a scene of it. Tell them to arrest me. Every billionaire should have a mugshot.
This will rally the people who supported the (my) astroturfing campaign and maybe I'll get some more Tesla Truck reservations.
Now to play bookie on what will happen next.
10% odds they go bankrupt in the next month. We don't really know how bad it is, but it can't be great. It's possible.
Another 20% they go bankrupt if the economy stays bad and no one can afford to buy a Tesla.
Nice play Elon, very clever.
