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Monahan Threatening to Crack down on Fan Behavior


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7 minutes ago, TiScape said:

Big eye roll to the Bezos and Musk comparison. Musk is a genius/innovator that is changing the world. Bryson is using one length irons and trying to hit it really far…  Ugh. Yeah Bryson, that’s why people don’t like you. 🙃🙄 

 

And says it’s not about him, but the future of the game? I can guarantee you he wouldn’t be making this stand if he it wasn’t happening to him. 
 

He’s helping the golf world just like he helped the elderly and ‘high risk’ when he so unselfishly decided not to get the ‘V’. 🙄🙄 Paleeeeez 

I would argue that Amazon has changed the world more than Tesla.  Bezos had an innovative and genius idea, and then grew the company into one of the largest in the world.  Having worked with Amazon back in their early days, the consulting company I worked for implemented the first version of the system that tracks your previous purchases and the products you view in the system so as to present you with a personalized web view every time you login, there was a lot of innovative web-based technology coming out of there.

 

Elon Musk, on the other hand, didn’t invent the electric car.  He didn’t pioneer any next-gen battery technology.  He didn’t even create Tesla Motors.  What he did do was to create the first functioning marketplace for an electric vehicle.  “People thought electric cars were like a golf cart: they were slow, didn’t maneuver well, had low range, were ugly, didn’t have much functionality,” Musk told an audience of both skeptics and believers at last year’s Automotive News World Congress. “We had to show people that electric cars could be fast, sexy, handle well, long range and be a great car.”

 

Musk is more of a marketing genius than an engineering one.  Bezos has a Computer Science degree from Princeton.

 

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7 minutes ago, ShowMe said:

I would argue that Amazon has changed the world more than Tesla.  Bezos had an innovative and genius idea, and then grew the company into one of the largest in the world.  Having worked with Amazon back in their early days, the consulting company I worked for implemented the first version of the system that tracks your previous purchases and the products you view in the system so as to present you with a personalized web view every time you login, there was a lot of innovative web-based technology coming out of there.

 

Elon Musk, on the other hand, didn’t invent the electric car.  He didn’t pioneer any next-gen battery technology.  He didn’t even create Tesla Motors.  What he did do was to create the first functioning marketplace for an electric vehicle.  “People thought electric cars were like a golf cart: they were slow, didn’t maneuver well, had low range, were ugly, didn’t have much functionality,” Musk told an audience of both skeptics and believers at last year’s Automotive News World Congress. “We had to show people that electric cars could be fast, sexy, handle well, long range and be a great car.”

 

Musk is more of a marketing genius than an engineering one.  Bezos has a Computer Science degree from Princeton.

 

Either way. You get my point! Haha

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26 minutes ago, TiScape said:

Either way. You get my point! Haha

Agreed.  Bryson is not golf's answer to either Bezos or Musk.

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54 minutes ago, ShowMe said:

I would argue that Amazon has changed the world more than Tesla.  Bezos had an innovative and genius idea, and then grew the company into one of the largest in the world.  Having worked with Amazon back in their early days, the consulting company I worked for implemented the first version of the system that tracks your previous purchases and the products you view in the system so as to present you with a personalized web view every time you login, there was a lot of innovative web-based technology coming out of there.

 

Elon Musk, on the other hand, didn’t invent the electric car.  He didn’t pioneer any next-gen battery technology.  He didn’t even create Tesla Motors.  What he did do was to create the first functioning marketplace for an electric vehicle.  “People thought electric cars were like a golf cart: they were slow, didn’t maneuver well, had low range, were ugly, didn’t have much functionality,” Musk told an audience of both skeptics and believers at last year’s Automotive News World Congress. “We had to show people that electric cars could be fast, sexy, handle well, long range and be a great car.”

 

Musk is more of a marketing genius than an engineering one.  Bezos has a Computer Science degree from Princeton.

 


 

Musk is probably one of the best Product Architects and Project Managers to ever live. 
 

He has the skill to enable his global and interplanetary vision! Via the ability to plan and manage the development of the products and platforms to make that vision possible. 
 

 

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9 minutes ago, bscinstnct said:


 

Musk is probably one of the best Product Architects and Project Managers to ever live. 
 

He has the skill to enable his global and interplanetary vision! Via the ability to plan and manage the development of the products and platforms to make that vision possible. 
 

 

I'd settle for an electric car battery that doesn't catch on fire and burn me to death, at this point.  Or one that can go for more than 300 miles on a single charge and doesn't take hours to recharge.  

 

The large auto makers are about to put Tesla out of business.  Electric cars will soon become a commodity, not something unique.  It's the uniqueness that has kept Tesla in business to-date.  That's about to go away.  We'll see if Musk has the...what did you call it?..."skill to enable his global and interplanetary vision" when people stop buying his products.

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17 minutes ago, ShowMe said:

I'd settle for an electric car battery that doesn't catch on fire and burn me to death, at this point.  Or one that can go for more than 300 miles on a single charge and doesn't take hours to recharge.  

 

The large auto makers are about to put Tesla out of business.  Electric cars will soon become a commodity, not something unique.  It's the uniqueness that has kept Tesla in business to-date.  That's about to go away.  We'll see if Musk has the...what did you call it?..."skill to enable his global and interplanetary vision" when people stop buying his products.


 

Investors disagree

 

Keep in mind that 40% of shareholders are institutional (funds, asset management, etc) not guys on Robinhood ; ) who have huge crews of analyst picking apart every facet of their business.

 

Who knows?

 

But my point is the guy is a brilliant project manager and product manager. 
 

Where would the “large auto makers” be now with respect to EV development were it not for Musk pushing this market forward?

 

 

DDA18084-B9E6-40C7-A73B-4743EEF14517.jpeg

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33 minutes ago, bscinstnct said:


 

Investors disagree

 

Keep in mind that 40% of shareholders are institutional (funds, asset management, etc) not guys on Robinhood ; ) who have huge crews of analyst picking apart every facet of their business.

 

Who knows?

 

But my point is the guy is a brilliant project manager and product manager. 
 

Where would the “large auto makers” be now with respect to EV development were it not for Musk pushing this market forward?

 

 

DDA18084-B9E6-40C7-A73B-4743EEF14517.jpeg

Wow, you are really impressing me today! I’m just so use to your “be like” takes! 🤣

👍🏼

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36 minutes ago, TiScape said:

Wow, you are really impressing me today! I’m just so use to your “be like” takes! 🤣

👍🏼


 

Ya, I’m not even some big Musk fan but guy say,

 

I want go Mars.

 

Then he leads the development of the plans, strategy, products required to do it. The most impressive thing is leading the 1000s of brilliant people and inspiring them to do it. 

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56 minutes ago, bscinstnct said:


 

Investors disagree

 

Keep in mind that 40% of shareholders are institutional (funds, asset management, etc) not guys on Robinhood ; ) who have huge crews of analyst picking apart every facet of their business.

 

Who knows?

 

But my point is the guy is a brilliant project manager and product manager. 
 

Where would the “large auto makers” be now with respect to EV development were it not for Musk pushing this market forward?

 

 

DDA18084-B9E6-40C7-A73B-4743EEF14517.jpeg

I guess time will tell.  Tesla's sales are up about 50% year-over-year, and they sell almost twice as many EVs than all the other car manufacturers combined.  But that won't last long, as the other manufacturers convert more and more to producing electric cars.  Tesla's advantage will disappear within the next 3-5 years. 

 

The stock market is generally priced 12 months into the future.  Tesla's future is bright for the next few years, but it remains to be seen if Musk can make them competitive with the Fords, GMs, Hondas, Toyotas, Nissans, etc. of the car world once those other companies start producing EVs en masse.  We'll see how good a product and project manager Musk really is then.  It's a lot easier when nobody is competing against you.

 

Oh, btw, I used to run the Project Management Office for a F200 company.  So I know a little bit about project management.  I might be wrong, but I don't remember Musk ever meeting a deadline with one of his products.  They always seem to run late.  That is not the track record of a successful project manager.

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The number of spectators attending a Tour event is in the tens of thousands. Of that group less than a dozen people are inclined to yell inappropriate names or comments.  In each pairing on every hole are players, caddies, volunteer spotters, scorekeepers etc... and any one of them can alert security about a misbehaving spectator.  Security can escort the offender off the property. Problem solved.

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14 minutes ago, ShowMe said:

I guess time will tell.  Tesla's sales are up about 50% year-over-year, and they sell almost twice as many EVs than all the other car manufacturers combined.  But that won't last long, as the other manufacturers convert more and more to producing electric cars.  Tesla's advantage will disappear within the next 3-5 years. 

 

The stock market is generally priced 12 months into the future.  Tesla's future is bright for the next few years, but it remains to be seen if Musk can make them competitive with the Fords, GMs, Hondas, Toyotas, Nissans, etc. of the car world once those other companies start producing EVs en masse.  We'll see how good a product and project manager Musk really is then.  It's a lot easier when nobody is competing against you.

 

Oh, btw, I used to run the Project Management Office for a F200 company.  So I know a little bit about project management.  I might be wrong, but I don't remember Musk ever meeting a deadline with one of his products.  They always seem to run late.  That is not the track record of a successful project manager.


 

Thanks, SM! 
 

Yes, Tesla stock is probably pricing a heck of a lot farther out than a year.

 

Investors may be counting of them tripling sales ever the next 4 years. if they miss, bad news . But what if they exceed the number? 
 

And, I recall seeing their margins are 3x better that most car companies. They are getting much tighter at managing product cycles and managing capital. 
 

I know nothing about project management but if a PM keeps missing deadlines but keeps his job, he must be a great Marketer as you said earlier ; ) 

 

 

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First and foremost, TSLA is a battery company.  The cars are just a showcase.  Musk is smarter than the average bear.  He’s pretty bad at PM, but that doesn’t matter as he is good at other things.  Investors are not buying the roadmap being delivered on time.


Both Musk and Bezos, as well as others, have mastered the art of keeping a story going and making everyone forget about debt.  But, none of this happens without a very long run of low interest rates and central banks spending like there is no tomorrow,  So those two are benefitting more than anything from a truly unique timing opportunity.  And good for them…

 

What this has to do with BDC and why he feels he is in the same company is beyond the pale.  BDC’s talent is continuing to top himself in just how stupid of things can he say.

 

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27 minutes ago, CasualLie said:

First and foremost, TSLA is a battery company.  The cars are just a showcase.  Musk is smarter than the average bear.  He’s pretty bad at PM, but that doesn’t matter as he is good at other things.  Investors are not buying the roadmap being delivered on time.


Both Musk and Bezos, as well as others, have mastered the art of keeping a story going and making everyone forget about debt.  But, none of this happens without a very long run of low interest rates and central banks spending like there is tomorrow,  So those two are benefitting more than anything from a truly unique timing opportunity.  And good for them…

 

What this has to do with BDC and why he feels he is in the same company is beyond the pale.  BDC’s talent is continuing to top himself in just how stupid of things can he say.

 


 

Teslas Debt ratios are not bad at all especially if you factor growth. 

 

 

11B in debt on 31B in sales

 

Ford has 150B in debt on 125B in sales.

 

Fords sales have basically flatlined the past 5 years

 

Teslas have quadrupled 

 

 

 

 

 

 

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On 9/4/2021 at 12:51 PM, ShowMe said:

I would argue that Amazon has changed the world more than Tesla.  Bezos had an innovative and genius idea, and then grew the company into one of the largest in the world.  Having worked with Amazon back in their early days, the consulting company I worked for implemented the first version of the system that tracks your previous purchases and the products you view in the system so as to present you with a personalized web view every time you login, there was a lot of innovative web-based technology coming out of there.

 

Elon Musk, on the other hand, didn’t invent the electric car.  He didn’t pioneer any next-gen battery technology.  He didn’t even create Tesla Motors.  What he did do was to create the first functioning marketplace for an electric vehicle.  “People thought electric cars were like a golf cart: they were slow, didn’t maneuver well, had low range, were ugly, didn’t have much functionality,” Musk told an audience of both skeptics and believers at last year’s Automotive News World Congress. “We had to show people that electric cars could be fast, sexy, handle well, long range and be a great car.”

 

Musk is more of a marketing genius than an engineering one.  Bezos has a Computer Science degree from Princeton.

 

Agree. Fun fact on eclectic cars. Ford produced a mainstream electric ranger truck as early as 1999  
 

at that time I worked for fords commercial leasing dept, and we received an order for 8 electric ranger trucks for the city of Asheville NC.  I think for the city maintenance guys , parks and rec etc.  

 

anyway. 4/6 weeks later the semi pulls up and offloads them and brings me the keys. I’m literally as skeptical as anyone could be. So I take one for a trip around the property, and was shocked at the acceleration  .  .  It was neck snapping.   I stayed  there until 2002 , and in that time the city ordered 10 more.   They loved them.  To this day I’ve never seen another one besides the 18 i ordered for that city.  I guess my point is , you are correct. Ford seemed to have a handle on them then.  But people weren’t ready to buy.  I’m not sure they are now.  Musk simply talked some into buying existing tech by making them think it was hip.  
 

im one who is IF - they figure out how to reuse batteries , as in they don’t create more waste than cars now do.  As is an electric car has a worse footprint than gas.   At least gas that im driving. I average 300k miles for a truck without any engine or trans work.  So we’re only talking oil , tires and gas.  And around 4-5 sets of brake pads in that time.  Electric will add battery waste , and be a wash on producing the electricity to recharge from an emissions standpoint unless I have my own water wheel to power a charging station.  Don’t have that setup right now.  Still they need batteries that don’t need replacing inside 300k or 15 years.  Then they need to be recyclable.  So it’s not quite there. Yet. But I’m sure will be. 

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On 9/4/2021 at 5:25 PM, bscinstnct said:


 

Teslas Debt ratios are not bad at all especially if you factor growth. 

 

 

11B in debt on 31B in sales

 

Ford has 150B in debt on 125B in sales.

 

Fords sales have basically flatlined the past 5 years

 

Teslas have quadrupled 

 

 

 

 

 

 

Watch fords stock in the next 10 years though. The electric truck coming will be huge.  And in true ford fashion the first models won’t be great once you see the 5th iteration or so.  They usually work 5 ahead.  So they release several changes a year until they finally release the one with all the bumps worked out.  Some will jump on the initial one. Then some of us will wait.  But it all equals steady sales.    The new ford lighting has already taken tons of preorder money snd is being reviewed as “ amazing “ for storage and performance.  They’re saying it shouldn’t be legal to have a pickup truck thats that quick.  

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12 minutes ago, bladehunter said:

Watch fords stock in the next 10 years though. The electric truck coming will be huge.  And in true ford fashion the first models won’t be great once you see the 5th iteration or so.  They usually work 5 ahead.  So they release several changes a year until they finally release the one with all the bumps worked out.  Some will jump on the initial one. Then some of us will wait.  But it all equals steady sales.    The new ford lighting has already taken tons of preorder money snd is being reviewed as “ amazing “ for storage and performance.  They’re saying it shouldn’t be legal to have a pickup truck thats that quick.  


 

I hope so. Be great to see. Plenty to go around. EV market could grow 8-10x over the next 10 years. 

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 If someone wants a luxury car that is all electric, it is essentially Tesla. They are all over the place in my neck of the woods. Now we have BMW, Mercedes, Audi, Porsche, Cadillac coming to market with some big time competition for Tesla. Should be interesting to see how Tesla fares. And the all electric, self driving Apple car is coming around 2024/25 (this will be huge)

 

https://appleinsider.com/inside/apple-car#release

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20 minutes ago, PHILsThemannnn said:

I was reading in an article that by 2030 about 40% of all new cars will be EVs. Curious to see what new innovation will come in that industry.


 

Autonomous. Waymo (Google ) vs Tesla. It seems Waymo has a different strategy and claims superiority. 
 

It’s still out there years away but, just like cell phones developing from “phones” to very powerful tech, it’s a matter of “when” and not “if”. 

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1 minute ago, bscinstnct said:


 

Autonomous. Waymo (Google ) vs Tesla. It seems Waymo has a different strategy and claims superiority. 
 

It’s still out there years away but, just like cell phones developing from “phones” to very powerful tech, it’s a matter of “when” and not “if”. 

100% agreed with you! I remember watching this Joaquin Phoenix movie a few years ago where he falls in love with an AI device. Parts of that movie honestly kinda freaked me out. I hope we never go that far.

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