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Tesla Q3 2021 Vehicle Production and Deliveries

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Re: Tesla Q3 2021 Vehicle Production and Deliveries

#4
The other day I heard someone say that Rivian intends to deliver 40,000 vehicles next year, total. Musk runs his mouth on a lot of stuff, but it's pretty hard to knock his manufacturing when he's got a 20x lead on the competition. Hell, I was blown away by how quickly Starlink went from concept to reality, but figures like these really help put the scale into perspective. It's like capitalism down to a science, for better and worse.

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#5
post #4

The other day I heard someone say that Rivian intends to deliver 40,000 vehicles next year, total. Musk runs his mouth on a lot of stuff, but it's pretty hard to knock his manufacturing when he's got a 20x lead on the competition. Hell, I was blown away by how quickly Starlink went from concept to reality, but figures like these really help put the scale into perspective. It's like capitalism down to a science, for b…

How many cybertrucks can they deliver next year?

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#7

Wow, didn't realize there was such a discrepancy between Model 3/Y volume and Model S/X volume. I expected it to be substantial but not a 25x difference.

Before the S/X refresh which started around December 24 2020[0], they had ~16k S/X in q3 and q4 2020[1]. Retooling for the refresh was supposedly going to last only a month, but it turned into them only producing Model S cars starting in June and X orders still have no delivery date[2].

0: https://insideevs.com/news/460036/tesla-shut-down-model-s-x-...

1: https://tesla-cdn.thron.com/static/1LRLZK_2020_Q4_Quarterly_...

2: https://twitter.com/DirtyTesla/status/1443543167098359813

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#9
post #6
post #3

This is a blowout quarter. They are well on their way to sell maximum cars this year in their history.

Doesn't their stock valuation count on basically every year being better than the last for a long time to come?

Yes, and as long as enough investors believe in that thesis, it'll stay where its at.

What's Uber's stock price and valuation after burning $30 billion dollars and still not turning a profit? (Uber picked in particular because I'm familiar with their financials)

Re: Tesla Q3 2021 Vehicle Production and Deliveries

#10
post #4

The other day I heard someone say that Rivian intends to deliver 40,000 vehicles next year, total. Musk runs his mouth on a lot of stuff, but it's pretty hard to knock his manufacturing when he's got a 20x lead on the competition. Hell, I was blown away by how quickly Starlink went from concept to reality, but figures like these really help put the scale into perspective. It's like capitalism down to a science, for b…

Not to disagree,but for different perspective

1. How long has Tesla been manufacturing vs Rivian

2. How does Tesla compare to Toyota

I feel it's all apples and oranges both ways. They're all in different manufacturing maturity place

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