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Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

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Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#251

Post by rich-w-big-ego »

pasta wrote: post #150
ycnewbienomore wrote: post #135

I can’t give up my Model 3. Driving any Tesla car is a dopamine hit. You really have to try and drive them to experience it and you’ll be hooked. Many people don’t realize what a refreshing and tremendous difference a smooth and powerful torque curve gives. Seriously forget all the noise about Elon Musk. Try and drive an electric car, which are by far still smoother than gear-shifting gas powered cars, and then try a…

Tesla is not the only brand that creates electric cars. This is all about Elon making clames he could not make true. The danger for Tesla is that people don't want to wait for broken promises anymore and will choose another brand. Edit: for example the Jaguar I-PACE might be very competitive.

The iPace would rival the Model X. The iPace is FAR behind the Model X in all performance measures. The iPace has a manufacturer's estimated range of ~350km, no EPA rated range given. The Model X has EPA rated maximum range of 475km - that's a third party verified range that is 125km above the estimated (and very optimistic) range of the iPace. As far as speed goes, iPace is 4.8s to 100km/h, while the P100D variant of the Model X is 0 - 100km/h in 3.6s, a solid second faster.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#252

Post by rich-w-big-ego »

chemmail wrote: post #208

Elon may have did this the wrong way. He should have released the 2020 Roadster first, price it at a lux $500k, beat the snot out of every hypercar out there. Get the Semi out, make actual money, then lose money on every Model 3, but have a subscription service to have monthly income. Kind of how Amazon loses money on the thing people mostly use it for, selling physical stuff, but makes money everywhere else.

Your analysis might make sense if money and profitability and staying solvent was what Elon was most interested in. However, money alone is not the goal; getting us off of oil is the goal. I think that Elon really wanted to make a mass-market car as soon as possible, which explains why he chose to take the harder path of making the mass-market car before the hypercar and the semi's.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#253

Post by anoncoward111 »

xyzzyz wrote: post #238
anoncoward111 wrote: post #137

Earlier quoted context omitted.

assuming Tesla can't find a way to boost production by just 3% over those 52 weeks, it will take less than two weeks to make those additional cars. Their revenue isn't supply driven anyway, it is demand driven. Two weeks of delay will not result in 273M in lost sales. It will just result in delayed sales.

It will just result in delayed sales. I know two people who withdrew their Tesla Model 3 reservations due to them failing to meet a deadline. Their reasoning was that they'd like to buy a Tesla, but if they need to wait years for it, they prefer to get a nice car to drive in the meantime. The longer the delays are, the more people will give up.

Yeah I agree with you, but we're talking about a delay of two weeks, not years. That's how long it will take to make up the shortfall.

Anyway, Teslas are overpriced and of questionable quality.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#254

Post by scarejunba »

dlp211 wrote: post #247
scarejunba wrote: post #191

Earlier quoted context omitted.

TSLA has been public a long time. The guys who shorted it are losing money. The guys who say it's a scam but don't short it are probably bullshitting.

Or don't believe you can time the market. You can be bearish on a company and still think shorting it would be a disaster. The market can remain irrational longer than you can stay solvent.

Yeah, but their predictions have no predictive value at that point so I’m just going to ignore them.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#256

Post by obscurantist »

abledon wrote: post #78
JUDAS wrote: post #11

Musk has said to appear on Rogan's podcast when production of model 3 hits 5k/w. https://jrelibrary.com/upcoming-guests/ https://twitter.com/joerogan/status/1005924723983675392?lang...

That will be one of the most entertaining conversations. I love how chill the atmosphere is on that show.

"Jamie, pull up the video of the chimp getting run over by a Tesla."

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#257

Post by rich-w-big-ego »

rjplatte wrote: post #121

There's a pattern from Elon of overpromising, and then pulling through, but way later. I wouldn't be surprised if they're easily staying at a 5000/week production baseline in the next three months.

Elon used the same over-promising strategy during the build-up to the start of Model 3 production. Elon promised that Tesla would start producing Model 3s in July 2017, noting that production would not actually start until sometime later; since some supplier somewhere would mess up and miss the deadline (and have themselves fired), they would inevitably be delayed. It's the same thing in this case: promise really aggressively, and be serious about the promise, but understand that Tesla will be delayed by the least lucky, least effective part of the team/production line. This way, Tesla can be aggressive, even though if you go by their promises, they should be _really_ aggressive.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#258

Post by rich-w-big-ego »

saas_co_de wrote: post #216
woodandsteel wrote: post #158

You know, it is really interesting watching the Musk haters over the years. The more he succeeds in doing what he promised (albeit usually behind schedule), the more they hate him, and the more convinced they become that his present projects will all turn out to be complete failures. It almost makes you think they have some ulterior motive, like they work for the fossil fuel industry, of one of the other rocket launc…

yeah, when he crashes and burns it will burn 100 billion dollars and the credibility of the whole tech industry (like Theranos but 100X). There will be a nuclear winter in tech investment after that which sets back legitimate companies with real innovation by years with lasting damage to the global economy. Same story as Uber and why people "hated" on them before the adults cleaned things up (as best as possible). Th…

I think there's something to this argument. Elon actually realizes this part himself:

  when he crashes and burns it will burn 100 billion dollars and the credibility of the whole tech industry
Elon has stated publically that it would be "really bad" (his words) if Tesla fails, because Tesla will then serve as an example of why electric cars will never work, and from that point it will be 10x harder to create an EV startup - to say nothing of the investment crater that's leftover from their death.

However, I don't understand the rest of the comment regarding the "con artists" and how this is at all like Uber.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#259

Post by rich-w-big-ego »

ArtWomb wrote: post #128
TaylorAlexander wrote: post #7

Earlier quoted context omitted.

A friend of mine and I used to “race” (drive fast on public roads) together in high school. One day he was driving fast on his own, and when he came around a corner he saw kids in the road. He swerved and missed them. He hit a tree and died. Drive safely off the track.

Am sorry to hear that, TaylorAlexander. This was not like that. We cleared the street beforehand, and the kids enjoyed the brief show. Admittedly, even despite the precautions, it felt unsafe. And I will certainly endeavor to keep it on regulation race tracks in the future :)

Good job clearing the lanes before you drove. I'm sure that left an impression on the kids, that you might have wanted to leave on them even if you're behaviour had a risk to it - maybe they'll save up to buy a Tesla or learn about Elon. And the fact that it still felt unsafe shows that you have good judgement.

Re: Tesla meets self-imposed deadline for Model 3, rolls out 5000 cars in a week

#260

Post by xyzzyz »

anoncoward111 wrote: post #253
xyzzyz wrote: post #238

Earlier quoted context omitted.

It will just result in delayed sales. I know two people who withdrew their Tesla Model 3 reservations due to them failing to meet a deadline. Their reasoning was that they'd like to buy a Tesla, but if they need to wait years for it, they prefer to get a nice car to drive in the meantime. The longer the delays are, the more people will give up.

Yeah I agree with you, but we're talking about a delay of two weeks, not years. That's how long it will take to make up the shortfall. Anyway, Teslas are overpriced and of questionable quality.

The original deadline for 5k production was in December. It's more than 2 weeks.
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