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Tesla Q1 2018 Vehicle Production and Deliveries

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Re: Tesla Q1 2018 Vehicle Production and Deliveries

#71

Post by toomuchtodo »

Robotbeat wrote: post #64
danso wrote: post #48

Earlier quoted context omitted.

2017 was its best year, and it produced ~101,000 vehicles: https://www.theverge.com/2018/1/3/16846860/tesla-2017-delive...

I believe he was referring to the NUMMI factory pre-Tesla, which produced about 6000 cars and trucks per week at its peak. It does seem like Tesla will soon (3-12 months) eclipse that record.

Correct! And that NUMMI run rate Toyota achieved was (supposedly) only 60% of the facility's total manufacturing capacity. It appears to be entirely realistic for Tesla to meet their 500k/year vehicle production rate at NUMMI.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#72

Post by Robotbeat »

danso wrote: post #35
adventured wrote: post #20

Earlier quoted context omitted.

Their critics are very loudly proclaiming Tesla is an immense failure, that the Model 3 is a failure, and that they're going bankrupt in a matter of months. The FUD being broadly directed at Tesla is astounding and reeks of bias of one sort or another. The other major automakers are running years behind where Tesla is at today. That's where the embarrassment should be today: those automakers are still gleefully selli…

How are the other makers "years behind" Tesla? The Model S is the best-selling EV but not by an order of magnitude. GM was pretty close last year in sales and I don't think it's a bad bet to bet that GM will beat Tesla in getting self-driving tech (GM Cruise is only second to Waymo in testing self-driving, at least in California). https://www.fool.com/investing/2017/12/30/the-5-best-selling... https://www.theverge.co…

Nah, I think the other EV manufacturers ARE years behind Tesla. They shouldn't be, either. The Leaf could be charging at >100kW with 250 mile range and selling like hot cakes, too, but they marketed it as a long range golf cart and were way too incremental and conservative with the battery (although they did seem to address their early problems that stemmed from not properly cooling the battery like Tesla & GM do). And they never built out their charging network like Tesla has.

For self-driving, though, Waymo seems to have the edge right now for near-full-autonomy. Tesla's system is really much more like a really-fancy adaptive cruise control right now. But if Tesla gave them LIDARs (currently expensive, but may become cheap enough for Tesla to just add-on) and made them drive like grandmas (like Waymo) around well-mapped, dry locations, then they likely would be in the same ballpark. Which isn't to demean Waymo's impressive efforts at all.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#73

Post by marrone12 »

joezydeco wrote: post #28

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.

Yes, honestly every time I've seen one they look kind of cheap.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#74

Post by InitialLastName »

kbody wrote: post #25
lallysingh wrote: post #7

Earlier quoted context omitted.

Musk is a good salesman.

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

> Musk is a genius,

Apparently, Musk is a good salesman, especially of himself.

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#75

Post by toomuchtodo »

Fins wrote: post #67
adventured wrote: post #53

Earlier quoted context omitted.

Using one example to represent the industry is the issue in your premise. This list nicely proves my point: How many EVs is Volkswagen selling per year? How many EVs is Subaru selling per year? How many EVs is Fiat selling per year? How many EVs is Ferrari selling per year? How many EVs is Daimler selling per year? How many EVs is Ford selling per year? How many EVs is PSA selling per year? How many EVs is Hyundai Ki…

And how many EVs would Tesla be selling without heavy subsidies and a Musk effect? Besides, selling a car of Tesla's quality would be embarassing to every company on your list. Well, maybe not Suzuki, but probably to them, too.

All automakers receive EV subsidies. Why are non-Tesla automakers so bad at building EVs if they receive the same subsidy Tesla does?

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#76

Post by nopriorarrests »

adventured wrote: post #62
Someone1234 wrote: post #36

Earlier quoted context omitted.

> Their critics are very loudly proclaiming Tesla is an immense failure, that the Model 3 is a failure, and that they're going bankrupt in a matter of months. This is a classic straw man. You've created a fictional persona which you then describe as: > The FUD being broadly directed at Tesla is astounding and reeks of bias of one sort or another. How about we stick to what other posters you're replying to are actuall…

I wasn't attacking the parent or implying that was their bias. I intentionally structured the response as a point about the extremely wide-spread criticism being directed at Tesla. This: "The FUD being broadly directed at Tesla" I inserted "broadly" for exactly that reason. I also intentionally avoided using "you" or similar (re-read what i actually wrote, you should instantly notice my reply is clearly not targeting…

I don't know what you are talking about re:FUD.

I'm neutral on Tesla both emotionally and financially and have no skin in this game, but I can say that TSLA bears have a very compelling case on their hands, with numbers, future projections, industry comparisons, etc. It's not often bear position is so well reasoned. In fact, TSLA bulls are much more often "selling the dream".

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#77

Post by [deleted] »

pavs wrote: post #29
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.

[deleted]

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#78

Post by misja111 »

thisisit wrote: post #56
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…

> Way to spin all the production issues and delay of the previous quarter into a positive. I don't really like Musk but sending positive messages in Investment relations is the key to keeping the company afloat. At one of my previous employers we lost top 4 customers and 10% of our revenue. But, the investment relationship site said - "We are up 1% in revenue, if we discount top 4 customers". If Tesla admits and says…

No, investors are not that stupid. They might buy these marketing talks for a while but eventually they will see through. The recent drop in Tesla's share price is a testament of that.

"You can fool some people all of the time, and you can fool all people some of the time, but you can't fool all people all of the time."

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#79

Post by ProAm »

thisisit wrote: post #56
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…

> Way to spin all the production issues and delay of the previous quarter into a positive. I don't really like Musk but sending positive messages in Investment relations is the key to keeping the company afloat. At one of my previous employers we lost top 4 customers and 10% of our revenue. But, the investment relationship site said - "We are up 1% in revenue, if we discount top 4 customers". If Tesla admits and says…

> then the stock price is going to drop like a rock

Shouldn't investors know the truth about their investment? Give people a chance to keep their money if the are making a poor investment? (Im not saying Tesla is, but smoke and mirrors is a poor way to present your company to the public)

Re: Tesla Q1 2018 Vehicle Production and Deliveries

#80

Post by adventured »

Fins wrote: post #67
adventured wrote: post #53

Earlier quoted context omitted.

Using one example to represent the industry is the issue in your premise. This list nicely proves my point: How many EVs is Volkswagen selling per year? How many EVs is Subaru selling per year? How many EVs is Fiat selling per year? How many EVs is Ferrari selling per year? How many EVs is Daimler selling per year? How many EVs is Ford selling per year? How many EVs is PSA selling per year? How many EVs is Hyundai Ki…

And how many EVs would Tesla be selling without heavy subsidies and a Musk effect? Besides, selling a car of Tesla's quality would be embarassing to every company on your list. Well, maybe not Suzuki, but probably to them, too.

https://www.consumerreports.org/car-reliability-owner-satisf...

Tesla in fact ranks with Acura on quality, above Volvo, and just below Volkswagen and Ford.

The low rating on Mercedes should be pretty embarrassing for them, they're merely one quality notch above Tesla and comparable to Ford.

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