From that period. And tesla owners, they are talking in part two of a bloomberg expansive study, thousands of model three owners. We examine whether parts and services are up to parts. Twitter announces it will stop all political ads on their platform, with the ceo saying its not about free speech. Its about paying for reach. That sentiment wasnt echoed by facebook as they reported earnings and reassured their stance when it comes to political ads. Facebook Ceo Mark Zuckerberg stayed on brand during the Earnings Call. Mr. Zuckerberg i expect this will be a very tough year. We try to do what we think is right, but were not going to get everything right. This is complex stuff. Anyone who says the answers are simple hasnt thought long enough about the nuances and challenges. I get that some people are going to disagree with our decisions. I get that they may have a negative impact on things they really care about. But i dont think that anyone can say that were not doing what we believe or that we have not thought hard about these issues. Taylor im joined now to discuss that. How much more pressure is Mark Zuckerberg under today than he was two days ago . Well, i mean he was already under some considerable pressure, right, when you have people like joe biden, elizabeth warren, alexandria ocasiocortez all piling on. Im not sure jack dorsey really tips the scales that much more. But certainly what jack dorsey and twitter did on wednesday, it takes away one of Mark Zuckerbergs arguments, right . That his peers at twitter and google are all doing the same thing when it comes to political advertising, and dorsey basically said nope, theyre not. Taylor one half of 1 of revenue, which is the political ad contribution on facebook. Why even get in this controversy to begin with . Shira i think thats a great question, and certainly one they have made. That facebook wouldnt be giving up really that much revenue if it decided we will just stop taking political ads and take ourselves out of this part of a conversation. I think the argument that Mark Zuckerberg is making, and it does feel like he really believes it, is that facebook doesnt want to be in a position where theyre asked to censor political speech, right . He really sees it as a free speech argument. And there are certainly a lot of people, particularly conservative politicians, who agree with him. But he does feel like a principal stand rather than a stand that is motivated entirely by money. Taylor shira, facebook has one half of 1 , twitter has 500 of 1 of the revenue coming from political ads. So, why their decision to weigh in here . Shira so for twitter, its an easier decision to say were going to stop taking candidate ads, ads related to hot button issues like health care, or abortion, or taxes. Because those kinds of marks missed are a tiny fraction of a company that is already the size of facebook. Twitter has never been a place that is large enough or where the as were targeted enough to be appealing for political related advertising. And so dorsey, look, give him credit for taking a position and sticking to it, but its also true that its easier to take that kind of stand when the advertising and hes talking about is relatively insignificant on twitter. Taylor shira, you write a Bloomberg Opinion column in you get hundreds of comments an emails coming in. Using that as a sample data, who was right here . Shira i dont think my comments are necessarily representative, but i do feel like that facebook is in this cycle where nothing they do is right. There is a little bit of truth to that but its also true that look, theyre a place that has an audience of a couple billion people plus on a daily basis. And the choices that they make has an extremely large impact both on what people see, who gets seen, whose voice gets heard, and thats why theres so much tension on the policy choices that facebook makes and on how they write their algorithms. The choices of one Company Controlled almost entirely by one man are so important in the discourse of the country in the world. Taylor shira, you write a very obvious question that i have failed to ask up until this point, which is, how did google manage to stay out of all of this . Shira i dont know. To me, this is one of the great mysteries of advertising, Online Advertising controversies the last few years is that google has managed to stay out of the fray. Google is the largest advertising seller in the world. They somehow, while Mark Zuckerberg is taken these visible stance on free speech and gotten criticized by everybody, from the president on down for how they handled political candidates and their advertisements on facebook, google has said nothing as far as i can see, and they havent really been called to account. I cant imagine it will stay that way, but have just let Mark Zuckerberg take the fire. Taylor i want to jump over to another big tech giant that has been reporting, that was apple, yesterday. And apple created new ways to boost up those juicy iphone sales. During an Earnings Call, executives put aside the typical praise of design and technology, and instead they talked about installment plans, trading programs, and giveaways. Iphone sales fell in the latest quarter, but overall revenue rose. How are they doing this, sort of juicing up sales with other products and other plans . Yeah, in a world where iphone sales, revenue from iphones is going down 9 . The fact that theyre growing overall when their products arent as hot as they used to be, clearly theyre doing something right. People are out there buying apple watches, people out there paying them for online services. And if they can continue to do that, if they can continue to keep moving things forward, the question is, why do investors care . Why dont they just get behind this . Taylor ian, what is the plan that stood out to you the most . Is it trading and phones for value . Is it talking on apple tv if you purchase a new device . What did executives on the call feel was the most significant to boosting the extra revenue . Ian the answer is cook was basically asked, what are you going to do . It was more a case of, were going to be flexible. Were going to do things in a regionspecific way. China was helping them there. Price sensitivity was his way of saying were not going to charge as much money for the prices. He expressed a more flexible approach, when they talked about the supremacy of their products and the value of what they offer in terms of the physical entity. Very, very flexible, and to an extent, thats working. Your take on this new flux ability of apple. Shira i think its very smart of them and its compared to like apple is a duck from the top, from the surface, it looks placid and calm, but underneath theyre having to kick like crazy to stay gliding. This is a company thats going to have to work a lot harder to grow at rates that would have been really disappointing two or three years ago. What theyre doing with installment plans, basically effective discounts, through tradeins of older devices and things like that, it makes all the sense in the world. They could get even more aggressive on price if what theyre really interested in is getting devices into the hands of more people, new or devices in the hands of more people, and then trying to sell them on things like music subscriptions, more apps, video games, things like that. Im very curious to see when their Service Launches on friday, how apple is going to promote that to the billion people or so who own iphones and other apple devices. Taylor and you heard about that apple tv, ian, and its sort of tricky because if you buy a new advice, you get a new tv. Tim cook said he wants to get more people on the tv platform but they are hooked on this new device. Describedly, it was as a gift to the fan base, if you like. We talked about how wonderful the content was, but at the same time, underpinning that. We like it and we want them to like it. Hes created an audience. Hes not selling devices. Hes basically doing audience cure ration. Curation. That plays into the service model. If youre an investor, services have twice the gross margin of apples hardware. Taylor and shira, talk about that strategy as well, with the apple card. That was also a similar strategy, where not only are they getting people to take out or purchase or apply for an apple card, youre also getting a product. Shira yeah, its another way to effectively discount the price of the new iphone. The apple card thing, put in perspective, in a place like the u. S. , the vast majority are so full by the telephone carriers, by verizon, at t, and others, so what apple is doing with things like the card discount or installment plans, those are only apple can best control the phones that it sells itself, and thats always going to be a fraction of the prices sold in the united states. Taylor bloombergs ian king and Bloomberg Opinions shira ovide, thank you both for joining. Interest stocks reported avenues that missed analyst estimates. Shares fell as much as 20 to a level just above the companys april ipo price of 19 a share. Thirdquarter revenue posted nearly 280 million, and that compared with analyst estimates of 282 million. And coming up, bloombergs new survey shows while the model to model three struggles for service, the battery is like no other. We break down the numbers, next. And if you like bloomberg news, check us out on the radio. You can listen on the Bloomberg Radio app, or in the u. S. On sirius xm. This is bloomberg. Taylor it is the biggest survey of tesla drivers ever conducted. Bloomberg pulled almost 5000 polled almost 5000 model 3 owners with a questionnaire. The data reveals many of teslas troubles are coming from the repair shop. Here for more is david welch. Is Service Improving or not . David it is, but it still has a way to go. We look at the survey results, first of all the number of complaints have come way down as the quality of the vehicles has gotten better. But its still taking too much time in the opinion of customers for tesla to come out and make repairs for vehicles, particularly after theres an accident. The reason is because theyve been going sales of the model three very rapidly. Weve seen this with audi recently. They were growing sales a decade ago, gangbusters in the u. S. , the dealers couldnt getting of Service Techs hired to meet all the demands for warranty work, basic repairs, and services. And in teslas case, they actually sent people out to do some of this work. So its hard to keep up with it and tesla is having a tough time with it. Getting better, but still not there. Taylor what is the problem . Is it a supply chain issue . They cant train their employees fast enough with the technology, for example . Whats the real issue . David its kind of all of the above. We have many more cars and owners out there. Its getting more difficult to get people to service them. Thats one part of being a big car company that really gives Companies LikeGeneral Motors or toyota or volkswagen, with an advantage like a company like tesla, with a big upstart, its very easy for them to take care of these sorts of things. Teslas still building that out. In some states, theyre really still getting the whole sales and Service Operation in place. The car itself is still relatively new to the market, so theyre still working bugs out. Common complaints are things like scratches, it comes down to basic craftsmanship of building a car. Thats still improving, when models are new, theyre often having these issues. Many of many were vehicles out there have a lot of those problems, and theyre just catching up to the fact that theyre becoming a regular car company now. Taylor its interesting that this is on the rise. Youve covered all of the auto sector. Its in your company, how much of its an expectation that these kinks will be worked out eventually . David theres always an expectation issue. Tesla has a bit of an advantage here in that whenever theyve had quality issues, there has been a lot more tolerance from the customers, because tesla owners like the electric drive, they like the touchscreens, the technology in the vehicle, so theyre pretty forgiving when there are small glitches or snafus when it comes down to snafus when it comes down to quality. So, there is an issue where their customers tend to be pretty tolerant, but its an issue of bringing up the infrastructure and getting enough people to fix them. Taylor david, as we know, with tesla, its all about the battery. Someone said, charging my tesla at home means i never have to think about it, and other people complain there arent enough superchargers nearby, even though those have been promised. Whats the take on the battery . David so, the battery itself, people have not had problems so much with the battery. By far more, there were more were complaints about the craftsmanship issues. When it comes to charging, people out on the road need a supercharger that they can get access to wherever they are. And this is true for all electric vehicles, really. The whole world of supercharging is kind of building itself out as we see more vehicles, more electric cars purchased across the country. So the field of chargers always seems to be a little bit behind the population of electric cars back there, and thats probably true forttle bit tesla, at least according to the survey it says. People are happy when they can charge the car at home and not worry about it, but people putting more miles on the car and need a charge out there, theres an electric station on every corner, you have to wait for one. It makes a little bit more difficult. Taylor meanwhile, we wait for part three of this amazing 5000people survey that comes out tuesday, november 5. Thank you. That was bloombergs david welch. And coming up, raging fires, blackouts, superstorms, and more all this and more threats to the power grid that keep the world going. What the solution might be to stay in charge. Thats next. This is bloomberg. Taylor California PowerCompanies Say that blackouts to limit wildfires will end friday. Pg e has restored power to nearly 330,000 customers, but extreme weather events can leave people without access to Cell Networks and the internet. According to the fcc, 17 of cell towers in Sonoma County were down on wednesday. So, what can be done to preserve utility grids from the effects of Climate Change . Our next guest is working on that very question. It is ashley phillipson, and she is the project leader for Grid Resilience and intelligence platform, aka grip, over at stanford university, using ai to redistribute power to necessary systems during say, a superstorm. Ashley, great to have you. Youre in year two of three of this project. What have been some of the major challenges youre confronting . Ashley yeah, so unfortunately, firefighters here on the west coast have become pretty regular, just like the seasons. Same thing on the east coast, were having regular hurricanes that are increasing in power, and we have to learn how to deal with these. How can we have a more flexible, adaptable grid . The grid infrastructure is the best with that in the u. S. So trying to figure out ways to essentially have new tools and solutions in our toolbox, like ai, Machine Learning that can absorb and recover from these events. Thats what were trying to do with grip. Taylor so walk me through some of the solutions youve found so far. Ashley right, so basically, we look at wildfires, ice storms in vermont, wildfires in the west coast, and were looking at things like predictive analytics. How can we look at actually figuring out where crews should be placed in advance of a wind event . In our absorption use case, were using a method that uses Machine Learning to figure out, how can we do power balancing with water heaters, solar inverters, electric vehicles, that actually allow us to have a more flexible grid to observe these events . Taylor i love how you talk about solar inverters, because when you shut off the power, you can have a solar panel. Does a solar panel run on battery, the batteries are 10,000, and are also connected to the grid. When do we start to see the solar power become a solution instead of also tied to the grid . Ashley absolutely, so were trying to really capture value from distributed Energy Resources and being able to being connected to the main source of the grid, but also being able to, in terms of times of outages and all these kinds of grid events, being able to still have the lights on and keep the Mission Critical appliances running. Things like hospitals, for example, nursing homes, you want to be able to utilize batteries, even electric vehicles, essentially. Theres a lot of opportunity to tap into these kinds of solutions. Taylor how is this im thinking of edison, pg e, they dont have access to technological upgrades or upgrading the infrastructure is too expensive, how much of that is also coming into play here . Ashley absolutely. So, with grip, weve told different utilities and coops who are advisory members to this project, because exactly, theyre interested in the work were doing and they realize any to integrate some of these solutions into their business plan. Theyre trying to also learn as were doing this research how they can integrate that and utilize this, as well. Taylor this is a technology show, supported much every day i hear the word ai being thrown around. How are you using ai to help . Ashley a perfect example is using image recognition. A lot of utilities and coops are using drones to actually be able to run the wires, take photos of distribution poles, and identify, are they tilting one way, is it vegetation growth, could that be a fire hazard . And being able to monitor that in addition to human crews. Creating more efficiency. Taylor if that is not a phd student, i dont know what is. Ashley of grip, thank you so much for joining. Facebook is doubling down on its decision not to ban political ads despite criticism. We hear from facebooks coo, sheryl sandberg, next. This is bloomberg. When it comes to using data, everyone is different. Which is why Xfinity Mobile