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I’m assuming if Trump is cancelling SpaceX’s NASA contracts he’s also yanking launch and possibly even radio authorisation.

In a strange way, the middle path is targeting Elon personally. Not his companies.



his companies board memebers need to grow a backbone and at the very least demand he go to rehab if not "promote him to Emeritus CEO" and remove his actual control give him just another seat on the board then threaten to revoke his voting rights if he does shut up.


> his companies board memebers need to grow a backbone and at the very least demand he go to rehab

Why? His companies command exorbitant multiples. There is unfortunately no evidence to date that he’s harming shareholders on the net.


Other than Tesla stock being down because of his behavior.

-94.65 (-24.28%) past 6 months


Sure, but it’s still commanding a massive multiple relative to earnings. Until that goes away, the Board doesn’t have firm ground to stand on.


They also have sales numbers that have tanked they are sitting on huge amounts of unsold inventory no one is willing to buy and. A company cant surive long on market vibes alone (especially when they are dropping) when the fundamental are trash.


Indeed. Yet:

I think that, at the true value of for Tesla, their accurate share price is in the range of $10-$20 per share. These numbers are not missing a digit.

I think 25x difference between what they cost and their actual value is due to Musk, and his reality distortion field.

So while I agree with you that he and his behaviour are ruining the actual real value of his businesses… what you're seeing in the stock price is still him keeping it up, more than him dragging it down.


absolutely. though the fair value price for Tesla is around $50/share, 10-20 is too low


$50/share would reduce their current absurd P/E of 162 down to about 27.5.

BMW's P/E is currently about 7; Porsche about 12; Renault about 16; BYD (who has their own autopilot) about 24.

Tesla's models are no longer competitive, the plans for the robo-taxi release this month is about 5.5 years behind Waymo (or 6.5 years if they use safety drivers, even remote ones), and several other businesses already sell humanoid robots for less than his speculative price for Optimus.

Of Optimus: the public demonstration was uninspiring, because even if you assume it was all AI the only thing it did that was impressive was picking out a single voice in an environment with many unrelated background voices — but worse than that, there's increasing reason to suspect that even when Musk says "our AI does XYZ", it isn't and can't.


> plans for the robo-taxi release this month is about 5.5 years behind Waymo (or 6.5 years if they use safety drivers, even remote ones)

Clocking how far behind Tesla is remains tricky given the massive amounts of telemetry they collect from their legacy fleet. (As well as their seated production base.) We can only conclude, from their lack of a product, that they're probably no more than half a decade behind Waymo.


Tesla can do this but he has voting control at SpaceX


I mean if Trump really wants to lose more court cases he's welcome to try, but I doubt it would get that far.

The DoD knows if SpaceX can't launch, they straight up will never get their assets into orbit. The ULA backlog is like a decade.


He’s winning the important ones. The Supreme Court keeps giving him the green light to wipe his ass with the constitution.


> He’s winning the important ones

Citation? I’ve mostly been seeing win procedural motions.




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