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Almost all their recent vins have been AWD/Dual motor. They have tons of people waiting for it in the US, so for now they’ll spend all their time on that for several months.
We know where the cars are, there are lots full of them. It’s probsbly a combination of their heavily reported contract system issues and not being ready to handle that many shipments (not excusing them, they shoulda been more ready, just stating the facts). But as always it’ll be a blip on the...
He’s probably intentionally misconstruing the free charger installation projects they canceled nationwide. There was some articles for about it, They are obviously not canceling their network,
I think the problem isn’t learning as a company, the problem is they are expanding fast and many service centers and new hires whom this is all new for. The company can learn all they want but until all your new hires and existing centers get used to 3-4X the number of cars they are used to...
I thought I read several posts about them hiding the VINs until about 7 days before delivery? This would give you a month lag in reported new VINs until the old ones washed out and showed up?
It actually is very convincing there’s just a lot of people out there who don’t have a grasp on accounting, forecasting or analyzing. They will keep having this cycle until the new cycle involves a product that is less costly to set up than the existing base. Model X was roughly equal to model...
Totally agree. Q3 I’m expecting they do 27-28k of S/X and probably 70-80k of M3 (or more...gotta see their end Q2 rate)..and big gains in energy and roof installations.
I think 35k could be a high estimate and for production not for sales. That will lag by probably by 5k. 190m/25k is 7.6k not 5.4k.
That said I agree it’s a bit pessimistic.
The report of producing 760 in a day might hold more weight now. Knowing a 4-5 day shutdown was coming they might have given it an extra surge to crank through extra in advance.
Was the reservation only for the US/Canada? If not there are tons who haven’t even been considered yet. Also as others noted there are tons of first day people yet to receive a VIN.
Someone in the M3 forum said their wife works at tesla and they did 760 M3’s in a day recently....either that’s an amazing leap regardless of sustainability or that poster should be banned. Hoping for the first option.
So true. They all think that because the company was losing money when they only sold the S/X cars that the S/X weren’t profitability and divide the cars sold by the loss. They ignore that huge amounts of the “loss” are all associated with R&D and investments and depreciation of things unrelated...
Since forever. You’re using the term differently. A couple as in 2 people in a relationship and a couple of something are not the same thing. Almost every dictionary defines it as “An indefinite small number” which in other places is defined as 2 or 3. When you say a couple hundred, you don’t...
I did the same thing....sell at 360 and I think it hit 359.99!! So annoying. I would have made a profit and rebought in at crazy prices....but it’s ok. It’ll get back above that.
Yea, Tesla going to $500 overnight in this imaginary scenario would be the only reason I’d sell it. That’d put it a year ahead of where I think it’ll be.
I expect the following quarters revenue from just the Cars/Roof to be 3.8b, 5.6b, 6.0b,8.0b,9.0b....give or take.
They also expect solid growth in the rest of the business, but I wouldn't wager how much that could end up being.