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They projected 17,000 deliveries, but in fact delivered 14,000. Up to this point their emphasis has always been on deliveries. But, since that missed, the foc

They projected 17,000 deliveries, but in fact delivered 14,000. Up to this point their emphasis has always been on deliveries. But, since that missed, the focus turns to production numbers, which they just happened to outperform on (after a big miss in Q1 on the same metric). What numbers matter, then? They promote whatever "looks best". It's not unusual, but it induces skepticism.

mikeash 10y ago
That's not what the comment above said. So, again, characterizing it as a "statement of fact" does not seem entirely accurate. They roughly doubled their production rate near the end of the quarter. They have a product that takes weeks or months to ship to the customer. What happened is exactly what you'd expect. Historically, Tesla has been constrained by production, not demand. The numbers show that production has substantially improved, and demand has not weakened, so it's good news all around. Why should that induce skepticism? Just because of what they "promote"? If you're skeptical just based on what they emphasize, are you not allowing your thinking to be controlled by them just as much as the mindless fanboy who parrots their lines without thinking?
- forgetsusername 10y ago
  >demand has not weakened What metric are you basing this off of? Did they not miss sales expectations?
  - mikeash 10y ago
    They missed delivery expectations. Most of those cars in transit are already reserved by a customer and just need to be delivered to the person who ordered them so Tesla can collect their money. Tesla doesn't build many cars without a buyer already lined up. They build a few for showrooms and service center loaners, but it's not a big number. You might say that demand is falling off and Tesla is just producing a bunch of cars without corresponding orders to try to hide that fact, or whatever. But that's a rather conspiratorial interpretation, and would directly contradict Tesla's statement that the delivery miss was due to the sudden increase in production rates near the end of the quarter and resulting large number of cars still in transit.
    - forgetsusername 10y ago
      I don't know either way, but the first paragraph of this article says they missed sales estimates.
      - mikeash 10y ago
        My point is that sales equate to deliveries, and deliveries missed expectations because of delays in ramping up production, not decreased demand.

mikeash 10y ago

That's not what the comment above said. So, again, characterizing it as a "statement of fact" does not seem entirely accurate. They roughly doubled their production rate near the end of the quarter. They have a product that takes weeks or months to ship to the customer. What happened is exactly what you'd expect. Historically, Tesla has been constrained by production, not demand. The numbers show that production has substantially improved, and demand has not weakened, so it's good news all around. Why should that induce skepticism? Just because of what they "promote"? If you're skeptical just based on what they emphasize, are you not allowing your thinking to be controlled by them just as much as the mindless fanboy who parrots their lines without thinking?

forgetsusername 10y ago
>demand has not weakened What metric are you basing this off of? Did they not miss sales expectations?
- mikeash 10y ago
  They missed delivery expectations. Most of those cars in transit are already reserved by a customer and just need to be delivered to the person who ordered them so Tesla can collect their money. Tesla doesn't build many cars without a buyer already lined up. They build a few for showrooms and service center loaners, but it's not a big number. You might say that demand is falling off and Tesla is just producing a bunch of cars without corresponding orders to try to hide that fact, or whatever. But that's a rather conspiratorial interpretation, and would directly contradict Tesla's statement that the delivery miss was due to the sudden increase in production rates near the end of the quarter and resulting large number of cars still in transit.
  - forgetsusername 10y ago
    I don't know either way, but the first paragraph of this article says they missed sales estimates.
    - mikeash 10y ago
      My point is that sales equate to deliveries, and deliveries missed expectations because of delays in ramping up production, not decreased demand.