Production Rate (incl manufacturing waves)

[joefee]

Musk 9/13/12 "we will make 80 cars this week" 3:10 min mark

CEO: Tsunami of Hurt Coming for Those Shorting Tesla...

Wow ! ! !

[agileone]

They are coming ...

Elon Musk just tweeted :
"Tesla made 100 vehicle bodies this week for the first time. Really proud of the team! Pic of S/N 396: pic.twitter.com/fZzbUIjn"

[AnOutsider]

The way that's worded, I guess they made 100 chassis, but I guess still only finished about 80ish cars?

[DrDave]

The way that's worded, I guess they made 100 chassis, but I guess still only finished about 80ish cars?

That's the way I took it - 100 frames made. The number painted, assembled, and delivered are probably all different as well.

[NigelM]

Also interesting that they have produced at least 396 skateboards in total. Did someone say 500 in Q3...?

[Lyon]

It would appear as though they've entered the steep part of the S-curve? If the current trend (doubling production every week) continues, they'll be at 1600 cars/week in 4 weeks.

This is excellent news.

[Arnold Panz]

The way that's worded, I guess they made 100 chassis, but I guess still only finished about 80ish cars?

To clarify, the way I read the tweet was that they made 100 chassis in one week for the first time. They'd better have made way more than 100 of these in total by now! Not sure what the time lag would be from chassis to completed car, but I'd expect that these are for cars further back in the queue, and that they've probably already made a few hundred of these in the aggregate since June, but never 100 in one week.

[DrDave]

It would appear as though they've entered the steep part of the S-curve? If the current trend (doubling production every week) continues, they'll be at 1600 cars/week in 4 weeks.

This is excellent news.

Don't think they anticipate 1600/week.

[DrDave]

To clarify, the way I read the tweet was that they made 100 chassis in one week for the first time. They'd better have made way more than 100 of these in total by now! Not sure what the time lag would be from chassis to completed car, but I'd expect that these are for cars further back in the queue, and that they've probably already made a few hundred of these in the aggregate since June, but never 100 in one week.

I thought AO meant they completed 80 finished units this week (full assembly).

100 frames in one week working 7 days and 2 shifts works out to about 7-8 frames/shift. Hope the process can be tuned in a little better to do the doubling everyone is talking about in the next week or two.

[Todd Burch]

It would appear as though they've entered the steep part of the S-curve? If the current trend (doubling production every week) continues, they'll be at 1600 cars/week in 4 weeks.

This is excellent news.

That would be an annual rate of 83,000 cars per year. Yeah, I hope Tesla doesn't hit that, or they really WILL be demand limited instead of supply limited....and quickly!