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Tesla Q1 2018 Vehicle Production and Deliveries

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Re: Tesla Q1 2018 Vehicle Production and Deliveries

#21

Post by pavlov »

InTheArena wrote: post #12

The "leaks" on email this last week have changed the narrative a lot. The leak last week (probably not planned) of "prove the haters wrong" resulted in a sell off, while the leak over the weekend cushioned the final numbers. That said, TSLA, just like SpaceX plays really close to the edge with equity and risk in pursuit of a vision. What most Tesla shorts fail to recognize is that Tesla has already gotten to the poin…

> The big bottleneck to this point has been battery assembly lines at the Gigafactory. They just installed a new line for the battery packing line that they yanked back from Panasonic.

I like Tesla, but it doesn't give me a good vibe if they're blaming partners at this point.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#22

Post by mgiannopoulos »

ckastner wrote: 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…

Why shouldn’t they be judged according to the performance of their competitors? If you aim high but your “failure” is better than the rest, it’s still something positive.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#23

Post by empath75 »

ckastner wrote: 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…

> If this rate of growth continues, it will exceed even that of Ford and the Model T.

https://xkcd.com/605/

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#24

Post by gwbas1c »

ckastner wrote: 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…

I never expected Tesla to deliver the Model 3 on time. I just "delayed" my order to AWD because my Leaf lease is up before I'll get the 2WD Tesla. (Also, because my wife wants a minivan and Chrysler now offers a plugin minivan.)

Remember, no car in history ever had 500,000 pre-orders. No car even came close. If anyone expected Tesla to ramp up to that kind of production overnight, they are delusional.

Besides, when I ordered my model 3, I assumed that it would be very late... So late, that I assumed I'd just wait for the AWD one to replace our AWD car.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#25

Post by kbody »

lallysingh wrote: post #7
ckastner wrote: 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…

Musk is a good salesman.

Musk is a genius, but still not everything that a company does is done by the CEO.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#26

Post by empath75 »

InTheArena wrote: post #12

The "leaks" on email this last week have changed the narrative a lot. The leak last week (probably not planned) of "prove the haters wrong" resulted in a sell off, while the leak over the weekend cushioned the final numbers. That said, TSLA, just like SpaceX plays really close to the edge with equity and risk in pursuit of a vision. What most Tesla shorts fail to recognize is that Tesla has already gotten to the poin…

> What most Tesla shorts fail to recognize is that Tesla has already gotten to the point that if something really really bad where to happen, any number of well capitalized tech firms would scoop them up in a instant (looking at Apple in particular).

Maybe -- or they could wait to buy their assets in bankruptcy.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#27

Post by Someone1234 »

InTheArena wrote: post #12

The "leaks" on email this last week have changed the narrative a lot. The leak last week (probably not planned) of "prove the haters wrong" resulted in a sell off, while the leak over the weekend cushioned the final numbers. That said, TSLA, just like SpaceX plays really close to the edge with equity and risk in pursuit of a vision. What most Tesla shorts fail to recognize is that Tesla has already gotten to the poin…

> The cars are really a minimal amount of hardware, with software wrapped around them.

It is a car... An electric car at that, where battery tech and costs have pretty much been the cornerstone of Tesla's success. Claiming hardware doesn't matter to a car company is like claiming foundation doesn't matter for a house.

Plus there's nothing particularly minimalist about any of Tesla's cars. They take relatively simple mechanical parts and replace them with complex electrical parts. Look at the door handles in the Model 3 for a perfect example: https://www.youtube.com/watch?v=JIADZHLHGL0

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#28

Post by joezydeco »

I was next to Model X at a stoplight last night.

They look nice from a distance, but when you sit up close you can see where every panel and piece of trim just doesn't line up quite right. Sitting in my cheap little Mazda3, I've never noticed any problem with simple fit-and-finish details like that.

I truly hope the Model 3s catch up, but I really think those owners will be in for a world of headaches after delivery.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#29

Post by pavs »

danso wrote: post #6

Worth posting Bloomberg's Tesla Model 3 Tracker, which contains a model attempting to independently estimate production, as well as background info about Tesla's past projections: https://www.bloomberg.com/graphics/2018-tesla-tracker/

I think most people shouldn't take this tracker seriously as it was wildly off most of the time and was often manually adjusted.
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