291–300 of 384 posts
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Can you quote the text here? For the life of me I can’t find the section you’re referencing. I’ve heard the “timing production to match tax credit” thing before and it doesn’t make sense to me, hence why I’m trying to track down the primary source.
It's under Hyperdrive Tesla Production Blog, Friday June 22, 2018: "The $366 Million Subsidy Play, Part 2" as well as "Tesla's 200K Strategy". tl;dr they'd basically benefit from an additional 336M in government subsidies if they delay recording their 200k'th sale to July 1 instead of June 30.
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52 * 4750 * 35,000 = $8.6B in revenue. You're quibbling over a rounding error.
3% is not a rounding error. There are industries with smaller profit margins than that.
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I think it’s a good question to ask, but it doesn’t mean the milestone was meaningless. Several months ago this would have been unthinkable, and the 5000 deadline was arbitrary anyway.
> Several months ago this would have been unthinkable Unthinkable? Their Q4-16 Shareholder letter [1] (Feb 22nd, 2017) stated: "Our Model 3 program is on track to start limited vehicle production in July and to steadily ramp production to exceed 5,000 vehicles per week at some point in the fourth quarter and 10,000 vehicles per week at some point in 2018." On July 2nd, 2017 Musk forecasted [2] 20,000 per month by Dec…
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They definitely cannot. These numbers are completely gamed within an inch of outright fraud.
So when they do maintain this rate for the next few weeks, is that still within an inch of fraud?
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Still isn’t proof; fraud is a strong term. Throwing around such allegations with any proof is irresponsible. Has Tesla been convicted of fraud in the past?
Quote me. Within an inch. I can play with words too.
Watch out for a huge spike in returns and bad PR
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Tesla pulled people from the S&X lines to reach their 5000 Model 3 goal. No way they also produced 2000 S&X cars in the past 7 days. In addition, their current death march schedule isn't sustainable. They won't come close to producing 7k cars in any week in July. Tesla needs to spend billions in capex in order to get to 5000 M3 and beyond if they want to produce at a sustainable pace with acceptable quality. Billions…
Where are you pulling this information from? How do you know it costs billions to produce a 5k line? What quality failings do the currently produced m3s have? Can you substantiate any of this? I'm genuinely curious if you have information that I don't.
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If these $45k cars are fully automatic (a big if for sure), then $45k will be a bargain price and would probably capture at least half the new car market.
They're not. They have the same lane keeping and autimatic cruise control as the average $45k car.
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Given that half of those 5000 are being produced in a tent in the parking lot with summer heat and no AC, I can only imagine.
My question is who R&D's these cars at the limits of adhesion? Every single auto maker track tests their cars using real racing drivers who understand vehicle dynamics and can comfortably drive street cars on the limit, and over it. Track testing ensures a car is safe for the average driver, who has no idea that the throttle steers the back of the car-to give just one example. How will these cars behave when little J…