35 Burst results for "Fremont"
Why We Need to Fund, and Not Defund the Police
"Katie king and the San Jose spotlight June 26th, 2020, congressman Khanna, explaining that police officers are a necessary part of society, Khan has said defunding the police didn't mean disbanding law enforcement altogether. But the representatives said it was time to examine whether funding is being appropriately distributed among police and other social services like education and affordable housing. Okay, that's two years ago, right after George Floyd, two years later, we have rising crime terrible, terrible crime in the inner city. Don't we need more funding for the police police as opposed to redistributing their funding? Yes, we do. At a meeting with the police chiefs in my district in San Jose and Sunnyvale and Fremont, about a year ago, we've got I'm sure you've read some of these terrible smash and break in crime smash and grab prime. And they said, we need more police. And I agree with that. And I think we need to uphold the rule of law. Not for ruining a young person's life if they break into a Walgreens, but I'm also not for you can do that and not have accountability and do that three, four times. And not face prosecution.
"fremont" Discussed on Gambling Podcast: You Can Bet on That
"We love getting your feedback. What do you got first doctor Mike? Well, it's playoff time, Mark. Yes, NFL playoff times. So far, there have been a couple of good games with a couple of real snoozers. Really, it's true. It's been weird. Next year, I wanted to remember to say this before the playoffs will go over our friend Michael from Wisconsin. His football pool. Oh yeah, so Michael James that we've mentioned on the show many times, and we would play some online poker with him..
"fremont" Discussed on Gambling Podcast: You Can Bet on That
"Because here's the thing. It's actually helps the dealers that they don't allow the parlays. Right. But that can't be their reasoning. No, no. No, it sounds, you know, the reasoning is, oh my God, what if he parlayed it to like $500 6 and it hits? Yeah. Or something. Well, yeah, chances are he's going to parlay it. It's not going to hit, and you're going to get so in the long run, the dealers are going to make more money by not by not parlaying, but you know, again, he didn't say what the reason was. And who knows? We may be missing something. Oh, it's probably there. It's probably a dealer. What do I say all the time? It's like their retirement fund. You know, these are actually sound bad, but actually favor them. Well, you know, we're helping you out. That's right. Boy, 15 crabs tables when he's working there in 94. Yeah. 15. I'm trying to think in our illustrious gambling career. If I've ever seen 15 tables in a casino, can you I think the most is maybe a yeah, maybe something like that is the most. Wow, that's something that, of course, now he's saying it's like one or two, so. Yeah. Well, how do you fill up 15 crap? Well, I mean, obviously it was happening on New Year's Eve or big weekend. And plus, again, this was in 94 when there probably weren't a lot of choices. There weren't many choices. And finding help probably wasn't a problem either. They wouldn't be able to stop. He's talking about how turning stone is in Verona, New York with a V, Verona, New York. There is a Verona, California, up in Northern California. But when we're talking about the casino out here, it's boron. Boron. So just to clarify that, Mike, the biloxi trip is still on March 31st, basically that first weekend in April. On the last episode, you said you were 90% to go. What do you think now on this episode? Is that still good? 90%? Yeah, maybe maybe 85. It all depends on work and the conditions of the country. Well, note, don't count the fact that, yeah, maybe there won't be any flights there or you know that'll be a trouble. I just want to know what is your commitment to go? Okay, but you're still thinking 85% based on your life? Yeah. You can't say 90 anymore. I can't say 90. All right. That's the latest folks. Are we going to give a percentage update on every show? Oh yeah, I promised him lost and we would do that. I think he's got a wager. And I got to tell you what it is. I might have to. I might have to go and even if I just sit there the whole time. That's right. All right, well that's going to do it for this episode. We want to thank some people for some recurring donations. Kurt, Robin, from any time gambling, Justin, Nathan, and Brian dancer. Thank you very much. We also got a donation from lovelock electric. Karma donation for an upcoming cruise out of Long Beach January 17th through the 21st. I was on this ship a couple weeks ago and rolled the all small. So I'll put you both up for a few bucks while I'm rolling on this trip wish me luck. Oh, well thanks. He's probably on the trip. Well, the 17th today. Yeah, right, so they're probably on the trip already. So yeah, good luck. We also got a donation from listener Michael, Carmen donation for an upcoming gambling trip for me slash cruise for my wife. I love this show. That's why you look at it. I like that. It's good..
"fremont" Discussed on Gambling Podcast: You Can Bet on That
"In the email that he sent, he got a ride hot roller, but he spoke in the call. So it's hot roller. We've talked about it a couple of times on the show before. Barona or VAS or no, I've never seen it. You and I have never played it before. We've seen layouts of it just on the Internet, but we've never thought maybe. What do they have? They've got the sharpshooter. Sharpshooter, which is, you know, kind of like the fire bit, but you can have repeated points. Okay, yeah. This one, you have to roll every combination of the box numbers. And you have to roll every combination of at least two of the numbers. So in the example that he gave, you know, if you complete the four, that means you've rolled one three and two two. And then you got to complete the 5 and then that's when you start win. As soon as you've completed at least two numbers, then you start getting paid. Obviously it's harder to complete like a 6, 'cause you gotta roll one 5 two four and three three. So can you repeat the four again? That wouldn't count as the second one. That one count is a second one. Okay, so just all unique. Yeah. So yeah, it doesn't have to be four and 5 could be four 9. It could be 6 and ten. As long as it's two or more then you the bet wins. And of course, the more you hit the more you get all 6 of them would be tough because of 6 and 8. Oh, that means you had to roll a hard 6. Yeah. And then you'd have to roll the other two 6s. Then you'd have to roll a heart. Oh yeah, you'd have to roll every single combination of every number without rolling a 7. So yeah, it's definitely hard to do. And then yeah, duck duck no goose. That makes a lot more sense. Now it's like the game duck duck dudes. Yeah, duck duck no goose. Okay. All right, last call. Hi, Mark, and doctor Mike, this is Bill and upstate New York near Syracuse. I'm a retired dealer..
"fremont" Discussed on Gambling Podcast: You Can Bet on That
"Okay. Hi, Mark and doctor Mike. This is Nick in Kalamazoo. I have another trip report and a quick correction from the last episode. In the last episode, I incorrectly told you the call that I heard was two ducks, no goose, which makes much less sense of what I'm about to say, duck duck, no goose. A much better call that she gave and I like it quite a bit. Just a quick update, we ended up going to wheeling island casino on the way back from visiting my parents in West Virginia. It's about 45 minutes from where I grew up. Rarely ever run into someone. I know there, but this time that was different. $5 craps table. They have a new side bet called hot shooter. It's kind of a cross between all tall, small and the repeater, $5 bet, it does reset on the 7, and you have to roll the number listed so forth through ten. Every possible way for it to count as a unit. So for instance, for the four to count against the hot shooter, you have to roll the one three and the two two, once you do that, they put a puck over top of it and now you've completed the four. The 5 to two three and the one four and you have to hit two full numbers before it starts to pay out. If I remember correctly, it was four to one after you hit two, and then it went up. I sent you an email with some more information from Wizard of Oz in case you want to explain it better. Played it a few times and it did finally hit where two numbers hit, but alas, it was mostly a losing bet. First round of craps, bought in for 300 bucks, played for about an hour and a half table was fine, up and down, ended up losing my money. And then I never am the person who walks around and goes and does something else and then comes back to craps. So funny that you mentioned that in the last episode, I decided to walk away and go over and check out my wife and then stopped at the three card poker table, which I don't do very often and actually the dealer there and I went to high school together. He graduated a year behind me. And we talked for 15 minutes or so, our parents were in a bowling league together, et cetera, et cetera..
"fremont" Discussed on Gambling Podcast: You Can Bet on That
"Doctor Mike. This is Tony from Jamestown New York, just calling with a long overdue trip report from back in September. I just want to tell you about a great crap session I had at the Cromwell. I got there in the evening after my wife and I had dinner. We pull up to the table, bought in for about 400. And preceded to have a great session where I used every mark Duvall craps trick in the book. The table was cold and we got there, the dice were at the other end, so what do you do, but you go on the don't while the dice are at the other end. The folks at Mayan kind of looked at me strange, but as they continue to get 7 out after 7 out, they all started doing that. The dice came around to Aaron, and I said, all right, it's time to go on the pass line. So we went on the pass line the first shooter just off to my right. He made three points. So we made a little money there. After he's 7 out, the dice came over to me and I proceeded to have the best role that I have ever had. Made the all small tall, was able to get my 6 and 8 pressed up and just made three or four points. The really exciting part, though, was, as I was rolling that all tall small, we got down to the 9, which also happened to be the point, and the other side of the table is kind of getting a little wild and the one guy looked me right in the eye and said, you're going to make this 9 this time. And I said, I am going to make this 9 and I threw those dice and wouldn't you know it? I made that 9 and it got the all small tall. Fortunately I wasn't on it, but I did get a nice tip from one of the guys that was on it from the other end of the table and that was my first ever shooter tip playing craps. So it was really fun..
"fremont" Discussed on Gambling Podcast: You Can Bet on That
"In other words, hopefully whatever's barred on the don't pass the two or the 12. Doesn't come up. So they're hoping to break kind of even they'll lose a little tiny bit, but they'll get like this rating. And use their points for whatever. That is the rationale, but it's not logically sound because it might affect the players variance. So they might not have swings compared to if they were on just one side or the other. But he's right, it's still 1.4% in the long run. Both on the long run, yes, of course. Now, if you're talking about, okay, what would the casino prefer $5 each on the pass and the don't pass or $10 just on the pass? Well, okay, they'd probably prefer the $10 because then they're gonna get a solution one way or the other, but really if it's a choice between $5 on the pass line or $5 on the pass and the don't pass as a casino, you should love that. And you're in it for the long run. I've always wondered what the person gets out of. How much of a rating could you be getting? Well, that's the other thing is perhaps at least is still very subjective. So it's probably not worth it to the player because the pit boss is going to see that and decide, oh, well, come on. And give them a really poor rating. Maybe only rate one of the bets. Right. Right? People think they've found some kind of loophole. Or some way to beat the system by doing it. They haven't. No. Casinos think that players think they've found kind of loophole. They might even believe it. Right. And so that's why they don't vote for it. Yeah, the casino is as dumb as the players because they believe that they found a loophole, which there isn't really a loophole there. If you want to play this way, fine, but I will say this, you know, on the electronic craps games. Typically, yeah, they will not let you bet they won't let you. So whatever. I hope that answers your question. It's one of those things where as a player you really shouldn't do it, but as a casino you should let players do it right. Right. Well, it's just like how every casino, even if they're owned by the same company have different rules. They talked about this before. How hair is Las Vegas and Caesar's palace Las Vegas at the craps tables have a lot of different rules in their own by the same company. A lot of different payouts, lots of different rules on what you can do. It's true. Why do they do that? Who knows? Troy called our hotline with a crap story, so we'll hear from him again later in the show. We also got an email from listener John. Hey Mark and doctor Mike, this is John from Nebraska. Have a question about a recent trip to Vegas my wife and I took for our honeymoon. We stayed at Luxor. We are both 23 years old and every place they offered vouchers, you had to be 25. I was just curious why that is. And he goes on to say we are planning to go back in Vegas in April or May and hope to win some of the crab cable. I actually emailed him back to see what vouchers he might be talking about. He responded, it was just like to some shows they have had there and I think to the Diablo restaurant, we kind of saw it all around when we went around Vegas. It was some free play offers too. Now Mike, this is the first time I've ever heard of this. Now why would 25 be a cutoff for a show?.
"fremont" Discussed on Gambling Podcast: You Can Bet on That
"I was thinking that are there hotel rooms on that side? Yeah, I don't know. You know, facing there. Yeah, I'm not sure. But we were trying to guess to, it has to be something towards the middle. They didn't say which hotel. But yeah, I'm thinking, yeah, maybe four queens something like that. I mean, I'm surprised they're not Bolton anyway. I mean, wouldn't you be afraid about somebody jumping out? Oh yeah, I mean, that's always an issue at a hotel, but yeah, sure. Well, maybe they don't open all the way. Right. So a person couldn't necessarily climb up, but you could throw something. You could throw some of them open like just a few inches or something. I think that's probably the case. And then again, Mark, why would somebody throw a diaper out onto the top of that? Or a can of Coke or what else was up there a cup. There was all kinds of stuff. So again, is this rhetorical or terrible? All right. And then the third segment was he was helping to work the zipline. Slot Zilla and all that. And that seemed to be physically the most grueling. Oh, that was job. He had to actually stop kind of pull back and say, 'cause he had to go fast. You know, they had to get people harnessed up there and put it on there. It was interesting because at one point, somebody who, you know, just a civilian who's about to go on the ride is watching this CEO kind of struggle and he's like, is this safe? Is this okay? That's what I was thinking. If I saw that guy having trouble hooking it all up, I'd be like, I ain't going on. And the girl who trained him, she was fast. She was very fast. I mean, she was awesome. And she was lugging around all that heavy equipment, running and stuff, and I'm thinking, no way I could do this..
"fremont" Discussed on Gambling Podcast: You Can Bet on That
"My name is Mark of all, I'm sitting across from me as doctor Mike. Hello. All right, so this last Friday Mike, there was an episode of undercover boss that featured the CEO of the Fremont experience downtown Las Vegas. Now for those unfamiliar undercover boss, the it's a reality show, the premise is that the head of a company goes undercover, gets a disguise so that nobody will recognize them. And then pretends to be a new employee at the company that he's in charge of. And the way that they do it is they tell the people who are employees they know they're on TV because they're cameras and everything. They say, oh, it's a documentary that we're doing on a new employer whatever. So that's how they fool them. And then the idea is that the head of the company finds out what it's really like on the lines of actually getting the work hopefully finds that things are wrong that he needs to change. Right, you know, his or her eyes are open to the reality of the working person and that kind of thing. The only thing I don't like about that, mark is that they all have some sad story. Well, they say they pick employees who have had hardships or troubles. You know, it's never once, oh, I love this job and my life's great. He's good. I love it. Sure. So, you know, it's a feel good show. It's manipulative like you said in that they find people who maybe have hardships that kind of thing. And then at the end, when the head of the company is revealed, these people get some kind of benefit in some way either a bonus or a raisin pay or trips or you know something. I usually fixes the problem that he encountered with him, whatever that is. Then he usually gives them some kind of bonus thing like either a pay raise or like you said a vacation or whatever it solves their problem. And then also they usually do something to help the company like then he finds out somebody's underpaid. He said, well, we're going to change that..
"fremont" Discussed on KQED Radio
"No words are capital. And you know when, if you have a credit card, and you're charging it with one of those names and so forth, you are basically you know, also destroying the earth and that's not your intention and So we put our money into banks Basically, to save for the future and our banks take the money and destroy the future. And that's what literally what's happening right now. So this goes back to a bigger sense of collective. Our community than just the fact of a bunch of individuals collectively can do the same thing influence each other. It means we have to act in a political way as well, Of course, and that means about boating. Absolutely. And in about fairness, um, but we're right now dealing with the world that is corrupt. I mean, we can be. We can dance around the word, you know, but the fact is, most governments in the world are corrupt. And corrupt means that they're influenced more by money than people. And they don't actually serve the needs of their populist or the voters are the people who elected them And so that will not change until you see that kind of tipping point of being talked about. Where it becomes untenable for politics to act in the way it is right now, which is to take the mandate of people and then go Serve. Their masters, which is capital, which is money, which is the flow of capital. And so it's a very, very big problem. At the same time, it doesn't stall. It doesn't force dollars or prevent us from acting. Now we have to act. We have to get louder. So our politicians and our leaders will actually listen to us. Let's go to a collar here. Devia from Fremont. Fremont. You're on the air. Hi. I just wanted to ask them as a parent how you would recommend us to, uh, guide our Children because our Children also are facing this anxiety. They read a lot of the news online. My daughter reading about the fires close to South Lake Tahoe, where she often skis and we go on holidays was weeping, and I just didn't know. As a bad and how it is that I can advise her on how she can help our contributor to. Um, yeah, yeah, it is seeing the lots of climate. Yeah, Lisa quickly before the break and you give me some great question. Great question How to talk to kids. Listen, Find out what They are saying what they're hearing, then learn. Ask them what it is that they know about conditions and then leverage what they tell you and say, That's why we are doing whatever eco pro social activity or what? Because they brought this to your attention. You will do those and of course it has to be aged appropriate. But these are three key interventions. Listen, learn leverage. Listen, Learn leverage will will talk a lot more about climate anxiety and what you can do about those feelings with Benavente Tramon. She's the editorial page editor.
Model Y to EU Analysis
"Everybody robin our here. Happy friday today is the last day before the scheduled. Fasd beta release. So we're going to be looking out for videos for that overnight. That should be the big news this weekend. But in the meantime we do have some other pretty big news to discuss. The monowai has opened up for configuration in europe will spend some time analyzing that decision. And how that also coincides with tussles decision to release the standard range model. Why and china. Then we also have price increases again from tussle to discuss some news on tesla energy and a couple other items as well first. We'll take a quick look at the stock tesla today closing out the week with a positive day. Finishing up zero point six percent on the day but still underperforming the nasdaq which was up about one percent on the debt. We've now had five full trading days since tesla announced their q to delivery and production numbers. Tesla's sense then is down about three percent versus the nasdaq up about one percent. Aren't so the big news for today. Is that the rumor that we had discussed yesterday. That the model why would open up for configuration. And europe has indeed come to fruition. It looks like many many countries throughout europe. Now able to actually confirm their orders or place new orders for the mentawai. Deliveries are scheduled for q three and it looks like new orders could be as well right now. The german design studio for the long range. Monowai says september for new order. That's on the long range version. The performance actually now says beginning of twenty twenty two as expected all signs point to these being exported vehicles from giga shanghai. The reason we can see that as the interior trim on the model. Why does show the wraparound would. So it's going all the way to the door panel which is not the case for the fremont made model. Why as of yet. Plenty of reasons to rule out gigot berlin so looks like these are coming from shanghai which makes sense does has been exporting the model three from shanghai as well and then even though we did have the addition of the standard range monowai to china and hong kong no standard range availability and europe as of this time in terms of pricing. And of course varies by country. That's typical for tesla. If we look at germany as an example the base price for the long ranges listed at fifty six thousand. Nine hundred. Ninety euros then you add a nine hundred eighty dollars handling fee on top of that that brings the price up to nearly fifty thousand euros that includes value added tax and a twenty five hundred euro environmental bonus
CNN. Tesla Sales Rise Despite Problems With Chips and China . 34 Mins Ago
"Everybody power here and stay. We have quite a full slate to go through on the final day of tesla's second quarter. I cannot believe we are already heading into q. Three time flies today. We're talking about testing closing out. The quarter emptying showrooms today and delivering the first long range model s.'s. so we've seen the plaid deliveries. We've now got long range model hostelries as well i we've also got enormous chiming in a sort of last comments before q. To closes out news from hong kong. That's pretty interesting. An update on possible. Ev us federal tax credits. Some news on tussle energy Ruling on in ohio. On volkswagen and some news from canada on electric vehicles. So we'll start off with the stock. You're today tesla. Finishing down fifteen hundreds of a percent sixteen hundred zero percent to you. Six hundred seventy nine dollars seventy cents compared to the nasdaq pretty much right in line with where tesla was relatively quiet day. The nasdaq finishing down around that level. As well so as i said i long range deliveries here for the new model s. A great to see those get out. We had seen tesla stockpiling some vehicles at fremont on. It seems like some of those are finally now being delivered here on the final days of the quarter. Uh so congratulations to the new long range model s. owners and i've definitely heard some other reports of people getting plaid deliveries scheduled even for tonight. So tesla as usual going right up until the wire For the the quarter so we went through deliveries And production forecasts yesterday. I just wanted to provide a couple of updates on that. So we've been kind of tracking the sessile shanghai accounts As we've gone through the historical information shared by this account at has at times been relatively accurate. So that's why i've been sharing it. We're kind of following it throughout the quarter anyway. A few days ago this account had reported that key to sales were locked down sixteen percent. Well apparently they're not locked because now we've got a second update here today saying you it's s. q. On sales here. But the referring to sales in china being down eleven percent only and of course that's just domestic deliveries tesla has grown exports in jinan q. to So total production. In china in shanghai is going to be up but domestic deliveries may be down this account saying down eleven percent
Tesla Q2 Production and Delivery Forecast
"We're here today. We're going to go through a second quarter delivery and production forecasts ahead of quarter end which ends tomorrow and then we should get tussles numbers sometime on friday as my expectation may slip into saturday but based on the last few quarters think that'll happen probably friday morning So obviously be back to report on that but today was going to go through what i expect my actual forecast for this quarter based on the information that we have so far. We also have a little bit of other news. So we'll hit that up after the end of the forecast we'll start off here with tesla's stock out before we get into that if you are an audio only listener This is spreadsheet intensive so up at the link down to the video in the show notes. I would recommend that for this right so tussle stock today Fading off a little bit to finish down one point one percent to six hundred eighty dollars. Seventy six cents. That compared to the nasdaq which was slightly positive on the day finishing up about two tenths of a percent so before we get into deliveries. Let's look at what wall street is currently expecting else. Like that is about one hundred ninety eight thousand three hundred vehicles to be delivered in q two. This is as of june twenty fifth from an investor's dot com article. Uh so that's the best source. I have right now for a factset consensus before we you. My actual spreadsheet though just a reminder attended focus mostly on production rather than deliveries. These cars are gonna get delivered eventually so to me production as key. Not how many of those vehicles that tesla produce they're actually able to deliver So we can send most of the time talking about production but i will talk about deliveries as well. So let me flip over to excel here and we can just orient people with how this she set up by now. Most people are familiar about. We basically have periods of time here in the rose. Different sections of Production here in the columns so total fremont shanghai and then we have it split out by sort of rates so weekly rates daily rates and then some breakdowns over here of just individual factories and their weekly rates
The Facebook Headquarters Are Slowly Re-opening
"Headquarters in Menlo Park will reopen in a limited capacity today. For the first time in 14 months, Facebook will reopen the office to tell Percent of the employees at their headquarters. Their offices are in San Francisco, Fremont and other areas. Those offices remain close
Short Seller, in Devastating Report, Accuses Lordstown Motors of Faking EV Orders
"Under pressure after a fire at its fremont factory lordstown. The electric vehicle truck company is under pressure. After hindenburg research put out a short seller report on the company. Alleging that it doesn't have all the preorders it claims to have and were course has a ten percent stake in lordstown that electric vehicle companies also under pressure.
Filling the archives with stories from Black Silicon Valley
"We talked last week about how the stories of lack inventors were literally left out of the history books. Documenting the early internet now. A story about preserving that history in late twenty nineteen archivists from stanford university met in fremont california with over a dozen black engineers and entrepreneurs who had been working in the tech industry for decades. One of them was. Danny allan also been first engineering. Professors say some people in this class. That don't belong five of us thirty so actually wound up hating engineering. While to become an engineer. Alan worked as an engineer for bank of america and the electric power research institute in palo alto. He's now the vice president of global diversity and inclusion at sap labs stanford was interviewing allan and others for a new archive dedicated to the history of black people. Working in silicon valley henry low would helped build stanford silicon valley archive as a curator at the university. And he had realize that the stories of allen and others at that meeting were missing from the university's records to realize that there are substantial communities successful people who've not been fully represented. The archive is a. You know a bit of a shock. It's kind of sad disappointing. That that were at this position. But you very grateful to be be in a situation where i can try to respond to it though it had been inspired by kathy cotton. A longtime silicon valley recruiter turned archivist. She saw that. No one was telling the stories of the many black engineers and software developers. She knew were important to. The tech. industry's success. So
Three injured in Fremont RV fire in Seattle
"People were hurt in an RV fire in Seattle's Fremont neighborhood. One woman is in critical condition. A man is says stable at the hospital. No confirmation of the cause. But the Seattle Fire Department says many people who live in RVs may not be able to use safe materials to stay warm during the cold snap, and that, in turn could spark a fire Co Moh
Seattle Police investigating assault after man shot, injured assailant in Fremont
"Are investigating a shooting in the Fremont area. Officers were called to the 3800 block of stone Way north about a shooting Sunday morning. They found a man who claimed to have been shot by an unknown man who cross the street began punching him in the head and chest and then shot him. Victim was taken to harbor view with non life threatening injuries. The suspect was located a few blocks away and taken to King County Jail. Here's the
Tesla shows off updated design for Model S
"Tesla has introduced a major redesign to their model s sedan that will launch later this year. The Fremont plant will manufacture the new model s along with an updated model X as well, which will feature new powertrains entirely new interiors as well as exterior improvements. The model Ass was definitely due for an update as sales of Tesla's pioneer sedan had fallen off dramatically with the popularity of the less expensive model three. The new model s will start. $80,000, But you can purchase the cool model s plaid tri motor for 120 grand that can go 0 to 60 in under two seconds.
TSLA is The Chosen One Says Morgan Stanley, Price Target to $810
"Everybody rob power here and today. We're talking about a new note on tesla's stock from morgan stanley. They have increased their price targets significantly. Today after hours. We also have some news on the full. Self-driving beta report on monowai gross margins from china and some news that riven may be raising some more capital taking a look at the stock tussle. Today finished up zero point seven percent to seven hundred and thirty five dollars eleven cents that actually did trail the nasdaq which was up about one percent. But hereafter hours worth. Things have started to get more interesting. After morgan stanley released their updated tussle note. Tesla has jumped by about ten to fifteen dollars. One and a half two percent to read around seven hundred fifty dollars per share otherwise news on tesla was fairly light today. So we're gonna spend most of our time here looking at that note. And as i always say when we look at analyst notes a lot of this is just contextual and it gives us good jumping off points for discussion and things like this also gives us good perspective and insight into the kind of information. That's being circulated around the street. So right off the bat here. This morgan stanley note comes with a great headline. They title the no quote the chosen. One tesla industrializes internet of cars target two eight hundred and ten dollars and quote. That is a huge fifty percent increase over the previous price. Target of five hundred and forty dollars per share. They write quote. We update our forecasts and long-term assumptions. Following better-than-expected cue for deliveries sixty one percent year over year growth and five billion dollar capris raising twenty thirty volume to five point. Zero million units versus three point eight million and taking the price target two hundred ten dollars. Tesla is richly valued for a reason reiterate overweight and quote. Okay so what has changed. Here with morgan stanley's assumptions that has led to this fifty percent price targeted increase while they say they had better than expected volume this year. You four specifically. There's been a significant capillaries. And of course tesla was added to the s. and p. five hundred. So they beat morgan stanley's projection. They have risked and they've been added the s. and p. five hundred which has reduced the float effectively reducing the supply of tesla shares as for the actual changes to their model driving this higher price target. They say that quote the majority of the price target increase comes from the impact of our higher volume assumptions in our model and quote as i said they have increased their twenty thirty delivery forecast from three point. Eight million vehicles to five point two million vehicles and they say that they have now added to factories to their forecast for twenty thirty bringing their total tesla. Plant count to ten. I think that factory count is actually probably pretty close but that would only be you know. Five hundred eighty thousand vehicles per factory by twenty thirty. But it's become very clear. That tesla actually has ambitions of producing two million vehicles or so per factory per year. At least in the case of texas and dig your berlin shanghai. They've said one million plus so even just those factories plus fremont if can hit their production targets in those factories. Gets you to more than five. Point two million that jonas projecting here for twenty thirty as for their earlier year forecasts for twenty twenty one they have increased their projection from seven hundred seventy eight thousand previously now to seven hundred ninety two thousand and as a reminder just as recently as july they had actually been projecting just six hundred and twenty thousand four twenty twenty one so they've actually up that by about thirty percent in just the last six months for twenty twenty two the forecasting one point one five million. I'm not sure what that was previously for. Twenty twenty three. Then they are up from one point. Three five million previously now to one point seven million the fun thing about these increased volume targets from morgan stanley. Is that a few months ago. They did what they called. A great tesla rating. They started including things like mobility services as a recurring revenue from autonomy in their price target. So they're sort of having this ongoing opera moment this year. That as they now add vehicle volume into their forecast they now have to add additional services and revenue margin as well and that is where the game changes in terms of valuation for tusla. And the thing is you. Don't even need a fully autonomous robot taxi type of service to start adding that services revenue in when tesla's starts offering full self driving as a subscription. I think that is going to open a lot. Of analyst is to how tesla's business model is structured and will be increasingly structured going forward leveraging software. It's already easy to say. As i've said in the past that if you want to compare valuations show me another automaker that is selling a ten thousand dollar software option then we can make those comparisons but because that is all sort of right now lumped into the same revenue the same margin line on tussles earnings. People just aren't willing to recognize that yet as a separate line of business when tesla's starts offering full self driving a subscription even if they don't break that out on their earnings that forces a change in how analysts are forecasting and modeling tesla they have to start forecasting recurring high-margin revenue right. Now that's basically all just being pulled forward into that simple ten thousand dollar option which is great but it also makes it easier to ignore the other factor making it easier to ignore right now. Is that a big portion of that is still currently deferred revenue. So it's not actually showing up in earnings. But as tessa delivers more features this year less of that is going to be deferred tussles valuation in and of itself is playing a role here too because it has become so massive analysts have to cover this. They have to cover well. They're getting more and more resources to cover it. They're getting more and more questions as tesla's been added to the s. and p. five hundred those benchmarked funds managers. They need to know what to do with the stock so the coverage is just getting more and more intense and again because the evaluation hide they're going to be a lot of analysts running numbers sort of back testing against that valuation. Saying okay to justify this. This is what needs to happen for the company.
Convicted California Killer David Misch Charged With 1988 Kidnapping, Murder Of Missing 9-Year-Old Michaela Garecht
"East Bay. Authorities believe they have solved the 1988 kidnapping of nine year old Makayla Garrick. They are charging a convicted murderer 59 year old David Mish, who's also a suspect in to Fremont killings back in the eighties. Alameda County District Attorney Nancy O'Malley says Miche will be charged with kidnapping murder with special circumstances is charged with the murder of Makayla. During the course of the kidnapping, the evidence establishes that he was the kidnapper. And that I'm a Kayla's body and Makayla herself have never been seen. Her remains have never been found. Police say A partial palm print matching missions was found on the scooter McCaleb was writing the day
Man charged with murder in 1988 disappearance of 9-year-old Michaela Garecht
"Alameda County Prosecutors have filed murder charges in the 1988 disappearance of nine year old Makayla Garrett in Hayward. The suspect, 59 year old David Meesh, is accused of kidnapping and killing the girl. He was already in custody, serving a prison sentence for a 1989 murder and was recently charged in another cold case. Double homicide. Hayward Police Detective Robert Purnell is the primary investigator for the Garret case. Promote this won't reach out to us and after maybe somebody that we want to look into it, we certainly did and let us know where we are today. Investigators say they believe Michaela was killed and are hopeful they may be able to recover her remains. Hayward Police chief Tony Chaplin, read a statement from Sharon Murch, MMA, Kayla's mother. Never would have thought that this case will be solved after 32 years. Nor was the song about women's providing information. It was solved by painstaking police work, My thanks also to the Fremont Police Department for remembering Makayla and bringing heroin into their own case. And this I see the better angels of the investigative process. We're beyond cases. There are human beings. Meesh is set to be arraigned this morning. Law
Seattle cancels plans to repair five bridges after costs soar 991%
"Five seattle. Bridges won't get the earthquake safety upgrades promised in a property. Tax levy passed by voters in two thousand fifteen that includes the fremont and ballard bridges and the fourth avenue south bridge seattle times reports that the total cost to retrofit. Sixteen bridges has soared to more than ten times. What officials thought it would be. S dot blames complicated repairs and underground work. They weren't planning.
Driving Teams to Exceptional Levels of Performance with Global B2B Marketing Powerhouse, Colin Day - burst 02
"Old attainable using social listening tools as dice. That's interesting so i i think the takeaway they're building these buyer personas. Don't forget the social date. I think there's a lot of vaccinating data to be used. That's out there that is public. You know it's it's for your game now it's like out there. It's just we have a. We have a huge social footprint on jen's like you may have a huge social footprint right we we we spend so much of our time on connected devices rights like ebb. And you know. I probably extreme right but i think on average statistically people spend about two and a half hours i on social media channels you not probably spend about ten but Your if you think of that much of your time like a bean spend it on on a given platform all of set of given
Goldman Sachs on S&P 500, Model Y Range, Tesla Police Vehicle
"Everybody rob our here today. We were talking about tessa. Stock and the s. and p. five hundred inclusion process. We have an updated note from goldman. Sachs talking a little bit about funds that may need to purchase tesla. We also have some news on the model y and then a recently published study by the fremont police department on using tesla as a police vehicle. All right so i up on the stock tussles. Green streak has come to an end finishing down one point nine three percent today to four hundred eighty nine dollars. Sixty one cents that compared to the nasdaq down zero point four percent and two again quickly. Check on the volume. As we've been doing for the last few days it was quite a bit lower today. Only about thirty two million shares traded hands. That was the two hundred and first highest volume rank day for the last year. So very low. That's out of about two hundred and fifty trading days was actually even below the one month average of thirty three million shares and well below the three month and twelve month averages around sixty million shares debt. If you're curious why. I keep talking about volume. It's because i anticipate a lot of shares needing to be purchased. So i do want to keep an eye on volume as we head into the snp inclusion. I do expect most of the related buying four. That will happen around inclusion. But who knows how much for there's going to be so i think if we see a lot of really heavy volume heading into that that might indicate a little bit more front running. So it's not normally something i watched super closely and i'm definitely not a technical analysis based investor. But just something. I'm kind of finding interesting for less period time. Quick related note next week. Is the week of thanksgiving. So the nasdaq will be closed on thursday november twenty. Sixth all day and then on friday the twenty seventh. We closed early so reopened until one pm eastern time. As for my schedule. I'll probably take thursday off and potentially friday. We'll see on that. But hopefully the seven episodes that. I put out this week as well as two interviews that i did the most recent of which is on the talking tesla podcast. By the way we'll make up for that next week. Okay so we've got a bit of an update here on the s. and p. five hundred situation a new note from goldman sachs. Has shed a little bit of light. On that. portion of funds that is benchmarked to the s. and p. five hundred remember. This is the portion of funds that their compensation is impacted based on the relative performance to the performance of the s. and p. five hundred versus the tracking funds. They're literally trying to replicate the performance of the s. and p. five hundred identically. So if we look at our little spreadsheet here that we've looked at many times based on today's closing price for the s&p five hundred and four tesla. It looks like the waiting would be about one point two five percent for tesla and the s&p index so the p last update. They gave us said that there was about four point. Six trillion in assets tracking the index. Saw one point two six percent of that should be allocated to tesla shares. That's about fifty eight billion dollars. Almost one hundred nineteen million shares and then additionally there is six point six trillion in benchmarked assets. So that's what we're talking about here with this goldman sachs update and one point. Two six percent of that six point six trillion would be eighty three billion or a hundred and seven million shares so focusing on that slice for now goldman sachs in an updated note. Overnight said quote of the one hundred and eighty nine large-cap core funds in our universe one hundred and fifty seven funds that manage around five hundred billion in assets under management did not hold tesla on september thirtieth and quote. Okay presumably here then. The one hundred eighty nine funds that goldman is referring to here are benchmarked against the s. And p five hundred. I don't have the full note. So i'm not sure if they stated that clearly but i do think it's the best assumption we can make so they're saying five hundred billion in assets under management for those one hundred and eighty nine funds. That's five hundred billion of the six point six trillion that we're talking about here so that's about seven and a half percent of the slice so then golden is saying that of those one hundred and eighty nine funds. One hundred and fifty seven of them didn't hold any tesla that's only seventeen percent of those funds so we don't necessarily know how the dollar distribution looks if one of those funds makes up the majority of that five hundred billion assets under management and they hold tesla the dollar percentage will look very different. But for now it's just assume it's the same at seventeen percent and then let's extrapolate that percentage to the six point six trillion and benchmarked funds. Broadly obviously quite a few steps. There were the math. Can break down. This is just a theoretical exercise but if we apply that then we could assume that of the six point six trillion and benchmarked funds about one point one trillion of that may already have a position and tesla leaving about five point five trillion. That does not so drop that. Six point six trillion down to five point five trillion. Assuming others already have tessa positions. If all those funds want to be equal weight on tesla they would need to buy sixty nine billion dollars. Tesla nice which one hundred and forty two million scherzer's. Obviously they could buy more. That could buy less. Could by not at all but doing anything other than being equal weight on tesla is an active choice to deviate their performance versus their benchmark based on how tesla's said another way if they don't know about tesla the safest thing for them to do is just to be equal weight so that it's not influencing their relative performance if we hop back to that goldman note per the bloomberg article on the topic. They say quote assuming those funds chose to hold the carmaker at benchmark. Wait they would need to buy eight billion dollars of the stock or about two per cent of tussles market value the analysts set and quote so many of you may have seen the headline articles about that today. That's just goldman saying that of these funds. These five hundred billion in assets under management those funds. We need to buy a billion to be equal weight. So there's walk in clients through the exact math and we've been walking through here for awhile. But on their universe as they say which is just a subset that seven and a half percent subset of the six point six trillion that the snp says is benchmarked against the s. and p. five hundred. We've now seen a couple of separate confirmations that overall the we've been walking through here is correct. I we had the snp announcement which indicated that okay. Yes it's going to be about a one percent weight that equates to about fifty billion in terms of shares that need to be bought so check that box and then here we have goldman sachs now the benchmark funds and how they would need to buy eight billion and that lines up well with the math that we've been talking about on the bench marked funds so i think good to see that i still don't really know how all this is gonna be able to work again if all that is equal weight. That's you know. Thirty eight percent of tesla's float you can't just take thirty eight percent of afloat off the market over the course of two weeks
Tesla Giga Shanghai’s Model 3 production run-rate already hitting 91% of ambitious 2021 targets
"Today we're going to go through a detailed forecasts for q four delivery and production numbers for tesla. The reason we're doing this today is because we finally have critical piece of information that can help inform this forecast and that is gigafactory shanghai production numbers from the china passenger car association so earlier this week we had talked about the model three sales numbers in china for october. But we didn't yet have the production numbers those have now been released by the a and they are very strong. I think even better than the most bullish forecast that. I have seen so october production out of your factory. Shanghai was reported to be twenty two thousand nine hundred and twenty nine model threes so put the context around just how strong that number is. Let's hop into my forecasting spreadsheet. If you haven't this yet just orientate you. Each row is a different period of time and then in each group of columns here. I have production numbers so i have total production fremont production shanghai production and then i break that down to a weekly level and level those production rates on a weekly and daily level are incredibly important. Because sometimes tesla has known downtime. So looking at monthly or quarterly production doesn't really give us the full picture that weekly daily dust and then on the color scheme here gray numbers are known those have been reported by tesla or figured out by us. With high high competence. Orange numbers are also high competence but are based off of reports out of china. Blue numbers are estimates kind of fill in the between the two and then yellow. Our future forecasts are at so getting back to the shanghai numbers. Then if we look tober that twenty two thousand nine hundred twenty nine production number divided over the four point. Four weeks in october yields a weekly production rate of five thousand one hundred seventy eight model threes per week from shanghai. This is much greater than the twenty eight hundred and fifty produced each week over the course of q. Three however if we flip back to september actually got a bit of a hint. That numbers like this. Were on the way from tesla. So total september dessel only produced about twelve thousand two hundred vehicles that was actually down slightly from august and july. But what people may have missed. Is that tesla. Actually had shutdown gigafactory shanghai from september twentieth. To september thirtieth. So if you take those days out tesla actually produced about forty five hundred model threes per week in september over the two point seven production weeks where they weren't shut down so it looked like tesla's kind of leveling off production at about twelve thousand per month but actually took a huge step forward in september in terms of the production rate. We see that then continue into october and even accelerate while the monthly production takes a massive step forward from twelve thousand all the way up to almost twenty three thousand because there was no downtime in october so this production rate almost fifty two hundred per week. October has huge implications for the balance of q four if we even just extrapolate that rate tesla's at now that ends up being sixty eight thousand model threes produced from shanghai in q four their few reasons. We've seen this massive jump in production rate from shanghai first off. They've obviously just ramped up their production rate. One of the ways. They've been able to do that though is by adding another shift to shanghai. Depending on what estimate you're looking at that seems to have added about thirty to fifty percent of production hours from employees so that's filled out the production capacity and then we've also seen tesla star utilizing. The lithium iron phosphate batteries from cat l. And if they were battery constrained before this seems to have done a lot to alleviate that at this level so as far as i know there is not going to be any significant downtime in q. Four but definitely if you have any information on that let me know if there is not and we continue this rate at sixty thousand but tesla has been ramping up production from september through october. So there's no certainty that this production rate is going to hold through the rest of the quarter rather than continuing to increase. We also have a report from tasmanian today. Which has heard from a source that quote the current model three production has now surpassed fifty seven hundred units per week and quote. We've also been talking now for quite a while about how you four could be. The start of production for the shanghai made model. Y the latest. We've heard on that. Is that might actually happen in november so we could even see some production model y contributing to these keefer numbers so if we flip back to the forecasting sheet here and we look at my forecast. I'm gonna actually forecast even a little bit lower than that rumored production rate from tasmanian. I'm gonna project about a three four percent increase for the next couple of months here in shanghai. I think this is relatively conservative. But this could change. If there are periods of downtime or if the model y ramp for some reason impacts the model three production rate but i do think this is pretty reasonable and again hopefully a little bit conservative for shanghai so for november production weekly. I'm at about fifty three hundred and fifty and then for december a couple hundred more about fifty five hundred and fifty. That gets me to you again. About twenty three thousand four november and about twenty four thousand five hundred four december for total q for production out of shanghai at about seventy thousand five hundred vehicles. Now obviously that's pretty high that would be higher than tesla stated production capacity and accused three report which they listed at two hundred and fifty thousand. But we've already seen them beat that production rate throughout the entire month of october if the numbers are accurate that october production rate already analyzes to about two hundred and seventy thousand vehicles so they've already demonstrated rate above that listed capacity for what it's worth if tesla can bump that production capacity up to fifty seven hundred for november and december. That would add another couple thousand to this forecast so these numbers for shanghai have big implications for q four and for next year. But let's stick with four. Let's rounded out by looking at fremont production so that we can work into the total for kiefer and for the year in q. Three tesla produced about one hundred and forty five thousand vehicles in total. About thirty seven thousand. Five hundred of those came from shanghai so that we as a little over one hundred seven thousand two had to have come from fremont if we divide that by the thirteen point one weeks on the quarter. That's about eighty two hundred per week beyond that. We know that tessa produced just under seventeen thousand as an ex. Those obviously came from fremont that we've just over ninety thousand model y model three from fremont produced and q. Three as we get more granular. It became more speculative but based on vins and other information out there. I have estimated that cute to model production was about eleven thousand vehicles out of fremont and the q. Three was about thirty three thousand leaving the balance then for model three so q four based on the prior ramp up that we had seen from the model three. I'm estimating that tests. I can bump that model wipe production up to about fifty three thousand in q. Four so about twenty thousand more vehicles. Which if my q two and q three breakdowns are close. It'd be similar to increase that. We saw quarter to quarter there. If we look back at how the model three ramp progressed. The should be doable and q. Two twenty eighteen tessa produced about twenty eight thousand mile threes and then in q three two thousand eighteen about fifty three thousand so actually showing even a less sharp increase for model y than what we previously seen for the model three despite tesla having a lot more experience now and the model being a similar vehicle to the model three so again i think this is pretty reasonable and hopefully even bit conservative as for model three we have tended to see that production rate fall and then sort of flat line as model. Why has ramped up. I think one of the questions. There is okay that a demand thing less demand for the model three the model y ramps or is that a battery supply constraint where the model three production is held back due to batteries being shifted and being used for the monowai. I assume it's a battery supply constraint. But if it's demand i think tesla has pulled the levers here with the refresh plus q four is always seasonally stronger and as somebody that has ordered a model three this quarter and has having to wait significantly longer than i would prefer. There certainly doesn't seem to be any demand shortage. So i think the only constraint here is likely to be batteries for that reason and because we're already forecasting growth for the model y. I'm not gonna forecast much of an increase in production for the model three here. Only about one percent to about fifty eight thousand from fremont key four that puts our combined fremont model y and fremont model three at about one hundred eleven thousand for the quarter to me. That feels pretty good because again in q. Three that number was about ninety thousand but if we look back to tussled q three earnings report specifically about fremont they said quote production should reach fo capacity toward the end of this year or beginning of next year end quote. The production capacity for model three and model y out of fremont is five hundred thousand per year. So that's one hundred twenty five thousand per quarter if they didn't ninety thousand in q. Three and they're trying to target one hundred twenty five thousand production rate at the end of q. Four well if we just assume a linear ramp up throughout the quarter we can just use the midpoint of those numbers and that would give us a hundred and twelve thousand five hundred for four now on one hand. They said they hoped to reach that production rate by the end of the quarter or early in q. One but on the other hand the ninety thousand production number that we used from q. Three is the total key. Three production rate. It was probably higher towards the end of the quarter. So with all that. Said i think one hundred and eleven thousand is right in the ballpark of where tesla could end up for fremont for a wyan model. Three in q four. Oh we have left. Then as s and x tesla's the fremont capacity at ninety thousand there. That's twenty two thousand five hundred per quarter. We've also seen updates this quarter the model s. price declines the range in the model x. has been increased so even though tesla has been for the last few quarters running at about fifteen thousand per quarter for s and x and peaking at about eighteen thousand last four. I'm expecting a decent jump here from an xm. Forecasting nineteen thousand. But i do think there's potential that it could be even a bit higher. Let's just take a quick look here and then see how this all looks visually. And then we'll wrap up with the final numbers so here we have our weekly production rates. Each quarter for in blue fremont an orange shanghai and in both cases these are excluding known shutdown that we've had from corona virus or factory retooling. Whatever the case may be so for q. Three shanghai ended up excluding that final ten days at about thirty two hundred per week and here for four. We haven't projected to jump up about fifty three hundred per week but it fits pretty nicely with the linear uptrend that we have seen and again in september already tussles producing at about forty five hundred per week so it seems extremely reasonable and it's not unprecedented in the past we have seen in fremont tesla increased their production rate quarter over quarter by almost two thousand vehicles per week thousand one. We talked about before with the model three ramp up so similar thing here. Then for fremont we're going from about eighty two hundred per week in q. Three up to about ninety nine hundred per week in q four about seventeen hundred more per week but again definitely not unprecedented looking back at tesla's history are at so with all that context. We'll hop back into our spreadsheet here and all these numbers combined give me a cue for production total fremont and shanghai both of two hundred thousand five hundred and seventy eight vehicles. I know that might sound like a lot. But again tesla lists their production capacity at eight hundred and forty thousand in the q three earnings report and while the production rate doesn't necessarily equal and sawed capacity we've actually seen them exceed that installed capacity listing in shanghai in october. So if we add that two hundred thousand to what tesla's already produced so far this year that would get them to five hundred and thirty thousand vehicles produce for twenty twenty as for deliveries and whether tessa will deliver more vehicles than they produce in q four. I think there's a couple of factors there. We have really low days of inventory. So tesla's not working with a lot of stock but on the other hand that they are increasing the localization of their production which helps lower the required amount of stock. Because you just have less shipping time. So i'll have to spend a little bit more time thinking about that. I think it'll be relatively close to production and with what tesla has delivered so far year to date. They need a little over one. Hundred and eighty thousand vehicles delivered in q four to meet five hundred thousand for the year. And i think they'll exceed that by a pretty significant margin so i'll spend more time thinking about how deliveries might vary from production. But i guess for how you can put me down for two hundred thousand deliveries for key for
Berlin Model Y Timeline, TSLA Stock, Consumer Reports Autopilot Ranking
"Everybody robbing our here and today we're going to start off talking about about Tesla stock obviously a tough day for the markets. Today, we have some news on Mata. Why from gigabytes win an update from consumer reports on self driving technology and some news on the Fiat Chrysler Tesla credit situation. So Tesla's stock today was down four point four percent to four hundred and six dollars two cents compared to the Nasdaq down three point seven percent. So I think most of that move tesla was macro driven the S. and P. Five hundred and the Dow Jones Index had their worst days since. June I don't think volatility should be expected. Of course, we're heading into the US federal election next that's on Tuesday and a lot of places. Today are attributing the down market to a continued rise in covid nineteen cases, and in some locations that is causing restrictions that had previously been relaxed to be put back in place. So for example, I'm pretty close to Chicago. We heard today or yesterday that they are closing down indoor dining, and as we head into winter, obviously outdoor dining can be a little bit less appealing. So that can have even bigger economic impact than it would have during. The summer months for example and places like Colorado there at restrictions, doing things like closing down gyms. So we're seeing this all happen at the same time as the election approaches we haven't heard much on another round of stimulus or other. We have heard a lot about it, but we're not seeing any action there yet, and all that seems to be weighing on the stock. But at least at this point in time I don't see a whole lot of fundamental impact for Tesla. I'd be really surprised if had to end up shutting factory again I think eons comments and actions last time. That happened would make it difficult move politically to do that, but it's also not outside the realm of Boston. So we'll keep an eye on things as they develop. All right next up here we've got a story from Tusla Roddy, and before we even get into this unrest GonNa, add a huge preface that this report is just based on one person's interaction with one tesla employees. So a Lotta Times, information like this can just be completely inaccurate, but we're also here just trying find any little tidbit of information that we can. So I do think we're talking about. So test the ratty got. A message from a reservation holder for a model. Y. In the Netherlands and this person told Tesla Rati quote this morning. I got a call from Tesla in the Netherlands with some questions on my order. In that conversation, the Tesla employee told me that they expected deliver my Berlin build model y in q one or q two of twenty, twenty one they had just received an internal update on the billing process and Berlin and quote. So if we again go back to you this nice little timeline that was put together by Toby lend on twitter, we can see that four. Giga Shanghai. It took about five months ago from the first walls being constructed to the first body and and then a little bit over three months after that for first deliveries if Berlin can stay on the same schedule which so far it's actually been a little bit ahead of schedule from what the timeline was for. Shanghai could be looking at the first body and white sometime in January, and then maybe first deliveries sometime around April or may even March, and again that's based on Shanghai and there does seem to right now at least be a possibility of Berlin dragging even faster the other recent information. We got here was from the earnings call when dramatically no. When asked about the use of the pilot for forty six eighty cells and Fremont said quote we can use our pilot production facility in Fremont to support the new factory and Berlin as it ramps and quote. So within twelve months Tesla. Hopes to get that pilot lion to ten gigawatt hours of annual battery production that's a hundred and thirty three, thousand, seventy, five, kilowatt hour packs, and while it's not going to media, we hit that rate it shouldn't be too long from now where the output is you know maybe thousand or two. Thousand packs per month that would seem to hopefully track nicely along with the model why ramp up in Berlin. So again, on book this, saying take this with a grain of salt but to me, this does seem like a pretty plausible timeline q one or to, and this is obviously going to be even more interesting than normal vehicle ramp up would be because of the new technology tesla will be using in the Monowai. From Berlin I think we're all incredibly curious to see what the specs on that vehicle are give thing just while we're on the topic of motto that I want to. Motto I production is just about to explode. Next year I mean think about Tesla said in the ten Q, they're trying to ramp model white production not only in Shanghai not only Berlin but also in Texas in addition to having production of the why in Fremont came out on production on model y over the next two years is going to be incredible and prices are gonNA, come way down on that vehicle as production volume and look Liz ation increase. All right. Let's move onto the next topic here. This is from consumer reports. This got a lot of media attention. Today we're not gonNA spend on the time on it, but consumer reports today came out with their rankings for driver assistance systems, testing such systems from seventeen different automakers, and they actually have Cadillac supercrew coming out on top with a score of sixty nine and Tesla autopilot coming in second with a score of fifty seven. So of course, a lot of attention on this. But as I emphasized in the beginning, this is consumer reports testing for driver assistance systems.
"fremont" Discussed on PodKats! Las Vegas Entertainment
"Keep in mind. Your NFL is about to start restart, and and and who would have thought that you ever have to be playing with with no audience. or no spectators, and and of course it was a brand new stadium that's being built, and they have to incorporate all these procedures. New Procedures never been done before and you. For the time and preparation for the time, the as spectators will be lower back. so we're still not area as far as we must feed experiences because and I think everyone would agree that. We have been all bashed over the head so many times since you know since the I'm to call up March, but leading up to march with so many hits that we've taken during this covert, not knowing what was going to come the next day. I'm so we've all been reacting to to mandates, guidelines and restrictions and shutdowns and opening. And the fact is we know we're not ready. We're not ready yet for live entertainment, and and when we get there, and then we'll have to react to on one assume it has to do you want to? One of the guidelines will be crowd sizes. Right now think the CDC guideline is. Don't promote event for fifty or more. We're just going to have to get there. And I think put, but we were part of a group of all of the professionals who do this for a living, and that's GONNA help us determine what steps need to be taken at the right time. This is the Vegas Events Covid. Committee the V. E. C. C. Right. That's it, no, we. This thing started up in late, April. I think yeah Pat I've I've written about it. But yeah, pats headed up or can't help, and it was originally assembles I understand it for the NF are pat was talking about how to how to deal with the National Finals Rodeo and decided to start expanding its vision getting into professionals, he knew. Involved and two great ideas at the experts roundtable and help each other. What what's the revelation right now? You've been involved in these meetings, are they? Are they coming to some kind of collective Protocol here yet. Well, let me keep keep in mind if you have so many different operators to there's there's no one single conclusion. Other than the future is foggy. Right, and because you were still, we need to get these covert numbers under control. Not that's first and foremost for the health of the nation. And and then when that happens, then we start talking about events and the bigger topic today schools right. also so schools events have somewhere down the road. But you've heard the news from the likes of the big. Concert organizers such as livenation, and they're just not not planning it than this year ag live. Eglin concerts was just last week. He said this basically series dead. You know that's that's a EG. I know it's a biggie. Them live nation of biggest international booker's. You know there are we had A. An attempt by F. has little while ago to to return live entertainment on it's. what do you have three? We've main stages. On the promenade and was announced, and people were getting excited about being able to go out and see some performances, people like Zoe Bowie were involved in some of the tribute bands. That the people are familiar with on Fremont Street, and then it was pulled about five hours later. What happened there? Oh we got ahead of ourselves. And and quite with an outdoor environment. We didn't said we don't sell. Tickets were not seeded, right? You we put a number of plans in place to encourage people to keep just as for example you from any of the stages now and the stages are inactive. Right and we have A. we've decals on the floor and showing people what? But seven feet, is actually we? We've gone soon and we'd go one further. Outer One loud accetable longer with go one further for and all of our. All of our spacing is actually seven feet distances. And to be honest with you I started seeing. Entertainment starting around the city and we thought all along that ambience entertainment was the key, and that was just background. And? and we thought it was time to you. We'll to restart stages with deejays again. Ambient with never going to be a rock concert is certainly wasn't a you're gonNA. Bring John Jett backer, no none of that none of that and and and apparently it wasn't the right time and we were asked to to pull back our planet. We never actually started We just announced. Nanako there was a a a timeline to return. Who who on the WHO on the other side of this did you confer with Bo? So! We've independent consultants, but at the end of the day who we are conferring with now is Osha and the Department of Business and Industry State DEPRI- State Department of Business and Industry as as mandated and guided by by the governor, and and they've come down there, helping us really well with with our procedures going forward and they absolutely no Scott's is the safety consulting division of Osha specifically and they have really they've actually commanded us on all the other initiatives that we've taken the day. Step in when you after the announcement was made I reached out to them after his listen I need some independent told not to do. You wouldn't be able to do it. which came down from state so the state? Governor's office and his level. For State Right I'm just wondering about the enforcement on something like this because free months, so you know in fact, some of the shows that at the time somebody in your came in at the time was going on near the Fremont's experience notoriety Indianopolis yeah. don't tell Mama's piano bar was going. We just saw it stuff trickling and and I'm looking around thinking about I guess it's time then we do that outside. What's the problem I'm looking now I? Don't trust me I. This was is not something. We were trying to circumvent at all. But when you see it popping up around the city, the assumption bad assumption that it was time so anyway, so we probably the scale of the Fremont Street experience. Anyway, because there's they're always even if there's no entertainments refining as a lot of people down there, and they see that, and so we can't have the milling about in front of a stage. I think that's probably the simplest reason behind it. Oh, it certainly makes sense. There's a specific guideline followed. that. And yet one could easily assume that when FSI does something. We go large Dumps on the other side is what the hell are these people doing But anyway we moved on from that and And we were really focused on the safety aspect of this age, and we just had the announcement of not long great center on which is a big. Event on a free months it's been moved around town over. The years has been mostly on Fremont. Street, the past few years is going to go digital just at least for this year and yet and allow people to pick their own route and and support online How were you involved in discussions with the John on how to proceed? There're two. This is a situation where they just notify you that they're not going to be able to do it. They did notify. US really was their decision. It's their event them and and obviously we can really understand why the decision was made. But we have gone back to them with, and we want to continue the conversation of. If you're going to go digital, you might as well go digital on the largest green in the world so in some way, maybe trying to cooperate a digital ron and an have you show.
"fremont" Discussed on PodKats! Las Vegas Entertainment
"As well you don't fall under a specific gaming control board regulations as the as the mall right right, but you're hearing to the same directors at the casinos do unless not forget our board. Members are are are gaming licensees. So they want an are absolutely you following the mandates. At a minimum. It's helpful that you are, too. They don't have to. Use the mandate when people want to come off the the mall and yeah. Yeah, so the only challenge we have is people around with a drink in their hand right, so yeah so. You and I don't believe law enforcement are actually enforcing mask mandate requirement anywhere in the country. So we have our private security and we're so much challenged with that. but but certainly the one. Don't want the thought to be out there that we're not making an effort. Right y'all quite the opposite. There's there's a there's a kind of checkpoint at all those entrances or just the ones on either end of Fremont Street. Six Oh six. Okay, correct, or and this is dedicating a lot of staff to that yeah and and if needs be, we will provide a mask we have. We've purchased them and but I can tell you. The high majority of people including tourists are following the requirements which has become more obvious that they're doing as this has gone on absolutely absolutely and keep in mind. Very few people flying. The majority of people are driving in from neighboring states where it's also required, so it's just it's pretty much a constant. The today's FS's pretty much locals and driving crowd animals guess exclusive absolute. What's the protocol? And the? What are the directives and the rules for the buskers on that prominent have seen them comeback. The the folks who pose for photos dressed as kiss and Cheryl's. Guy Playing the accordion and that kind of thing. Yeah, so we have we have implemented an additional regulations during this state of emergency. These are temporary regulations, requiring them to wear masks as only fair especially, if people wanNA take a photograph with him, and you can't maintain adequate social distance. This is actually CDC guideline. That you must wear a mask if you're going to be within six feet or something so so we're enforcing that and so far everyone's compliant, and but the biggest problem we have is that effectively it is a live performance man, and they are attracting crowds, people stop and watch the Rachman correct, and and that is really tough for us because. This is a first amendment rights issue. It's a it's a Freedom of speech issue and I don't have the ability. We don't have the ability to control that you cannot control someone's freedom of speech that is, that's a constitutional issue. So it is a problem and this is considered a public. Place right three street publicly. I mean it's not yeah. But you have added the circles, and and that's goes back to before to correct control. Just keep it organized originally. Yeah, so it's it's it's. It's did the ordinance. Sorry, it's a city ordinance that might that governs and the street performers. Even though se manages the mall, we don't. We don't have the ability to control constitutional issues, and so that is a challenge. Because the perception. Is that you? We have a live performance and they're attracting a crowd. Actually isn't us right so so that is a challenge, and it's one that we should really as as a community think about how to address during this temporary state of emergency, so you're what your messages and in fact created a walkway to enter these hotels on Fremont street that's covered by this dazzling light show, and what happens underneath there's is a public responses, but the public's responsibility yet they need to. Obey the law of yet. The same is walking down the strip. It would be the same woken on the Strip yeah. Yeah I guess if you're just walking toward the Freeman street experience from any other street nearby. You know there's nothing that would stop somebody from playing an accordion over on an Ogden. Correct right. That's a look at it can go and Juggle on Hoover Avenue you want. But boy. So so another one of our roles and responsibilities is marketing, and we have a hefty marketing budget to promote am down, It's no longer just promoting the Fremont street experience re in all of our vernacular. Now you'll see downtown downtown rocks for example our concert series. When it when it's active you'll. We want people to know those and we do we. A neighboring businesses we ensure that that have tourist and everybody knows that there's a big footprint in the downtown area and beyond at the Fremont Street experience right and I believe that that approach has been incredibly successful and instrumental in driving visitation over the few years. Because now we're promoting a bigger area and within a bigger area, there are a lot more attractions. Yeah, well, the concert series there are a couple of free concert goes along prominent. It's been very successful and what the what the downtown Las Vegas. Event Center has done just off the off the the canopy there. What is your partnership like with the Downtown Las Vegas Events Center you guys in a cross promotional deal to share. Any kind of profits from the shoulder one and across De. No, no at the center is owned by Derek and Greg Stevens that's a privately owned lot and obviously was no courthouse originally hours. So they raised that and they created this event center. That's that's their privately owned. Center but Absolutely we cross promote. We use our mouthpiece. which is the the busiest facebook page in the city? And our website, which is one of the busiest also am to help promote the general area. Same as life is beautiful. Same with them. and. Bike fest for example, right all the other events to around the periphery. Absolutely we will cross promote each other. Again to to give that. Up just perception, make people aware that there's more to downtown than just the Fremont Street experience. You've had a great deal of success with your with your free concert series, a summer series earth quite a few years, and you know we've seen an Joan Jett cheap trick a bret. Michaels, I think the the Romantics play down near one time we've had. We've had quite a few big bands. Play the free shows down there, and that's been halted right now. what is how do you restart? or how are you going to be able to in your short-term here? Reorganized something like that well so. You'll since early on in this covert era and At! Las Vegas Vance Impact Christianson who oversees Las Vegas events. He is put together a group. I'm on a weekly call of all of the large venue. Operators because we're in uncharted territory, and it has really really helped to have all of the other professionals of those venues to be around the table the virtual table. Token about our challenge.
"fremont" Discussed on Insider Interviews
"Now Carl often spends a lot of time flying back and forth between La and New York because he's now the CEO of Quigley Simpson but during this era he's home like a lot of us doing a lot of zoom meetings, so that's where I caught him surrounded by a lot of vintage radio's. But that's another story. You'll hear in this episode. Carl Fremont. You're kind of a lucky guy. Because your core competency is literally being known for creating transformational business plans, so you stepped into a brand new role like ten months ago, and it's been nothing, but transformation foist upon you. How are you doing? You know one side businesses great, because as you said, there's more demand today for alternative channels to distribute and sell products on the other hand. Our world is turned upside down and feel very bad about all the people infected with covert nineteen. I've had. Had IT in my circle and had one pass in my circle, so it's really mixed to be honest. It's a mixed emotion that we're all going through today. We can't ignore the outside world, and all the unrest around racism and cove in nineteen is on one hand, but on the other hand I love transformation, and of the fact that things are changing and evolving. That's the good. There's two sides of what we're going through. Here's the IKARIA that business is evolving and changing, but at the same time there's. A heavy weight on.
"fremont" Discussed on Insider Interviews
"I'm excited about my haircut. How are you getting a haircut these days? Carl drive to Rockland. County New York. They just opened this week and I found a place. That will do it like one person at a time. You've got to do what you gotTa do like the Beatles Look Kinda working for you. Almost the state though. The last time I saw you I was sitting next to you on a plane. So girlfriend have to say this to you. Come fly with a let's. Let's fly away or has the world changed since then I know. It was a great pleasure sitting next to you for the entire ride. Talking about the industry in our backgrounds I so much enjoyed it in who would know that the world would turned upside down since we last saw Matt Plane Ride. That's right and I think we all do this like Oh. That was the person that I had my last restaurant meal with now. We're talking about you. Having hit Dr Miles to be the one person in a hair salon to get a haircut or industry is changed to. Hey It's e B Moss, and this is episode eleven of insider interviews. My guest today is Carl Fremont a man with almost forty years of experience in the media and marketing industry. He also has a reputation for bringing people together both from a digital and a diversity perspective. He was responsible for aligning to WPP. Powerhouses wave maker and Wonderman. He was the global chief digital officer at EMI's see where he collaborated on transformations to more digitally centric marketing strategies, but also sits on a lot of nonprofit advisory boards, and he's the chairperson emeritus of the Ad Club of New, York, where his leadership, they launched their women's fellowship program and diversity initiatives..
"fremont" Discussed on KOMO
"Seattle the Fremont bridge is closed to drivers since it's open for marine traffic our next collage Rafic at eight thirty four the como forecast from the eco roof whether death calmer weather good evening arts Sanders partly cloudy tonight slight chance of showers overnight lows near fifty tomorrow mostly cloudy slight chance of showers the morning chance of showers in the afternoon mid sixties Wednesday cloudy chance of showers morning showers likely by afternoon there sixty showers likely Thursday morning showers in the afternoon sixty degrees mostly cloudy Friday a chance of showers lows sixties that partly sunny Saturday with highs in the upper sixties mostly cloudy Sunday slight chance of showers memorial day partly sunny slight chance of showers lower seventies overnight lows around fifty that's your latest weather from the como forecast team B. C. entertainment news the heartbreaking tribute to director Lynn Shelton and I loved her I loved her Shelton and mark Merritt met on this podcast in two thousand fifteen then became partners and re released the episode Monday recording a new intro she was an amazing woman she was an inspiration to so many people so many people loved her she was very determined artist Shelton died over the weekend of a previously undiagnosed blood disorder she was fifty four word Monday of the death of Ken Osmond who played leave it to beaver bad boy Eddie Haskell your face like a big leave it to beaver husband had trouble shaking the Eddie Haskell image so he retired from acting enjoy the Los Angeles Police Department Ken Osmond seventy six the dropkick Murphys playing Fenway Park in Boston with no one in the stands the concert broadcast live online may twenty nine will raise money for charity and feature a special remote appearance by Bruce Springsteen fifty one Monday Jason ABC news Hollywood Graceland will reopen from corona virus shut down on Thursday N. B. C.'s Michael Castner has more Graceland officials say they've been working to reconfigure operations at Elvis Presley's home to adhere to social distancing capacity and health and safety guidelines tours of the mansion are being reduced to twenty five percent of capacity when the restaurant opens it will be reduced to fifty percent of the capacity without door seating also available Michael Kastner NBC news radio the.
"fremont" Discussed on KGO 810
"Every place is going to be that low but many of whom are almost exactly that low next to the the bay and all the way around Alameda foster city N. Fremont then things like that there it would be this is just the beginning yeah I know you're right you're right a major problem of course absolutely yeah and so infrastructure should be something that is a priority a huge priority but I don't think the answer is to make all those things toll roads do you no I think if they put in over damn near the Golden Gate Bridge they can control the ocean rise for the whole day and this is the high tide salt water that intrudes almost as far as doctor and this is something you have is this something that's actually being proposed have abit have there been work ups on this is this something that's a viable consideration Dennis I've handed out a two page paper would you send it to me the jury yeah I will yeah I I can I can text sexist you know just takes it to you but this phone that I have doesn't have a email internet capacity okay well I'm going to put you on hold and I want you to arrange with my producer Jason how to get me a copy of that because I haven't heard anything about it you know there are a lot of issues when it comes to dams there are a lot of issues when it comes to dams that are close to areas that are environmentally sensitive and there it may be that we need to establish more reservoirs this so that we can hold onto because apparently with global climate change one of the things that we're going to that we're already starting to face is that the snow pack is going to be the lesser of the rains may be greater and we have to find a way to capture the water since we can't rely upon the snow pack to be restoring our rivers and streams and that sort of thing to provide the water this necessary there's a big deal going on right now in terms of water wars in the state of California which also deserves our attention I'm working on it you know trying to bring myself up to speed on on some of those issues so that we can talk about that on the air with some of the specialists as well to understand what's happening with drought and what the state of California may need to do in the future in order to accommodate all of the water needs that we have and it all relates I mean all these things are interconnected there's no question about it for today's discussion I'm talking about we have a roadway that is in dire need of being improved and being raised so it has to really be reconstructed but how are we going to pay for that well we think we pay enough when it comes to the taxes that we're paying and the taxes that we've agreed to pay and as Californians were always approving additional taxes on ourselves because we believe that contributes to our quality of life and that is what we need to maintain our infrastructure what we've just done that and if we're paying the highest taxes in the entire country why do we need to turn a state highway into a toll road in order to do just that eighty eighty eight ten is the telephone number eighty eighty eight ten let's get another call in here how about we go to do Dan who's calling from Belmont Hey Dan welcome to KGO I thought I heard you I'm well Dan how bout yourself I'm doing great great topic for today thank you I I totally agree with everything that you're saying and I think but it's already the listeners due to about getting taxed for something that needs to be fixed but I had an idea that popped up in my head okay and about a year or two ago I was watching at some information online Louisiana and how old they are their telco ways we're being flooded right and people were able to go into react by taking specifically their Christmas trees and foliage to make up barrier out there to prevent the water from from flooding the towns in the roadway and I think you know if if there's a way of being able to go and do that or were you able to go and you know build up that the shoreline rather than just going to have that you know to to raise the road that might give us a little bit of a break too is this this isn't going to be something that a simple fix of your lifting up a road you're going to have to go to rebuild a new highway next to it right and we need to because the highway as it exists is not sufficient for current capacity and the capacity is supposed to increase by ZZ routed so to add at fifty percent almost fifty percent it yeah almost fifty percent capacity as opposed to increase within the next twenty years so if it's already at a log jam we definitely need to have a larger highway to accommodate the needs but the idea of levy's whether there be you know the kind that you're talking about these makeshift things in order to stop the in the immediate incursion or if it's something that's more long term engineered I don't know that that's a terrible idea but there are these major environmental concerns because you are talking about these marshes that are environmentally sensitive they're fabulous they really do need to be saved and we need to do as little destruction of that as possible so there's a lot I think that needs to go into this well we're talking about right now is whether there's a necessity or even how the necessity should be met it's how to pay for it and I object to the idea of a toll road eighty eighty a tennis R. number your listening to KGO Thurston on KGO eight ten as of the day is principal more important than pragmatism is winning more important than not winning I think I know the answer to that one we're either talking about the Democrats chances or whether the Astros should become the.
"fremont" Discussed on WZFG The Flag 1100AM
"Good for Fremont very unselfish play there by the deacons unfortunately still contested shot were able to get to go down as Hammond takes the ball upcourt he dishes out to Ian Martin Boker within moved back around the perimeter much Amaker gets it thinks about driving decided to give it back to Hammond they'll Hammond Dr heart and misses it off the front of the room and I believe in negotiating the ball when it goes off the Davies offense to plan their office hand can grab the rebound for office handing out of bounds it looks like you're just trying to be aggressive at that office a rebound disruptors fingertips and it's taking up court by Smith for channel moving the ball around being patient looking for an opening destroying the to chip away right now at this twenty point deficit with six sixteen to go in the game a lot of aggressive double teaming defense right now by Davies as they move it back around the parameter from the right the left back the interior kicks it out to three up by hopper ended June at the buzzer that takes the deficit down to seventeen point two five fifty five to go on the whole Boker scoreboard fifty three thirty six Davies eagles have the lead but the Gen the deacons are not going away tonight as babies goes Himachal Barker shot up about a twelve footer he does not get anything right there it's rebounded by Roman.
"fremont" Discussed on KTTH 770AM
"Sasse is from Fremont, Nebraska. That's completely walled off by water. Governor record tonight were with the national guard down Saturday visiting some of the most impacted communities, and it's it's really quite stunning. We've ninety three counties fifty three of them have issued emergency declarations senators assez, he's working with the Trump administration to get federal aid to Nebraska as quickly as possible. Vice President Mike Pence will survey the flood damage in Nebraska today. The prime minister of New Zealand's urging people not to mention the name of the gunman accused in the mosque massacres. He sought many things from his act of Thira, but one was notarized. And that is why you will never hear me mention his. Name. He's a terrorist. He's a criminal. He's an extremist, but he will win I speak. Be nameless. Prime minister just under Arden speaking yesterday to New Zealand's parliament. She says a twenty eight year old Australian will face the full force of the law thirty shooting victims remain hospitalized nine in critical condition and burials for the fifty victims are set to begin soon. Turkey's foreign ministers condemning the tram shooting at Holland that killed at least three people a Turkish born man is in custody for that attack. And firefighters say that a large blaze petrochemical terminal near Houston will likely burn another couple of days crews testing the air quality say it appears to be within normal guidelines at this time fire erupted Sunday at the intercontinental terminals company and deer park and spread to seven storage tanks. Holding components of gasoline and chemicals used.