Live data from Hacker News

Tesla Q1 2018 Vehicle Production and Deliveries

ir.tesla.com

191–193 of 193 posts

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#191
post #5

> The Model 3 output increased exponentially, representing a fourfold increase over last quarter. This is the fastest growth of any automotive company in the modern era. If this rate of growth continues, it will exceed even that of Ford and the Model T. Way to spin all the production issues and delay of the previous quarter into a positive. They're way behind the goals they set for themselves, but instead of measurin…

The initial 2020 target was 500,000 cars (forecast made early 2016). Today, they maintain a production target for 2020 of… 1M cars. Despite the delays. They can achieve 50% of that goal and still be one of the best performing company in recent history. But you would probably insist that it's the biggest miss ever (only half the production target!).

The initial 2018 target was 500,000 cars (forecast made mid 2017).

Today, they are on track to make 120,000.

When this particular company says that their 2020 target is 1M cars, it's a totally meaningless statement.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#192
post #4

CNN this morning: "Tesla will soon report whether it met its target to make 2,500 Model 3s a week. It is on pace to make about half that number, according to Bloomberg." [1] From the statement: "In the past seven days, Tesla produced 2,020 Model 3 vehicles." A pretty big improvement, still some hard work to do, but they really are ramping up. I'm relieved at the announcement they won't need another debt/equity raise…

What matters is not how many they made, what matters is if they cut corners just to boost that number. Ideally those would be better quality cars but it looks very much like they were doing everything they could to just increase that one number without qualifying it in any way.

How do you know that?

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#193

I used to be one of the people who poked fun at Musk and suggested people short Tesla stock (as the valuation is crazy compared to the production and penetration numbers). But I am no longer that person. I read his biography (Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future) and this is a guy who genuinely wants to change things on a macro scale: opening up space, changing transportation. He is also a g…

> Plus the deletion of the SpaceX and Tesla facebook pages, when told over Twitter they existed was pretty funny. Wait, did Elon not know about them and then just got them deleted upon finding out?

- as part of the whole "Delete Facebook" movement.
Post reply on HN