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How is being ~80% under quota not news? Such a large miss means that either Tesla is being unrealistically optimistic about their production capability, or they

by kec 9y ago

How is being ~80% under quota not news? Such a large miss means that either Tesla is being unrealistically optimistic about their production capability, or they have serious production problems.

sowbug 9y ago
Because "~80% under quota" isn't a meaningful way to assess the schedule slip. They're still a few weeks/months off from mass production of the Model 3.
colechristensen 9y ago
There are something like half a million Model 3 preorders. They just started production, 200 or 1500 – both are but a rounding error compared to the actual full production rate. (order of 10k/quarter) It's something like criticizing someone for running 75 feet instead of 400 in the first 45 seconds of their third marathon because they had to re-tie their shoes.
- refurb 9y ago
  Well considering sometimes tripping up in the beginning of a marathon can mean you lose the race, I'd say it's a very important number.
  - deleted 9y ago
    [deleted]
  - colechristensen 9y ago
    Then what isn't an important number? Is everything worth a headline? How do you select what is and is not noteworthy or important for an investor or news consumer? Why is Tesla missing it's Model 3 targets at the very beginning of the production run (hundreds of cars) more relevant than the Model S and X productions exceeding targets by "several thousand"? Looking at the first two columns of WSJ tech page that lists that article ... articles are on (Apple, Tesla, Google, Facebook, Goldman Sachs/Bitcoin, Uber). Looking at that list of companies, would you guess that WSJ's editors are pushing the most relevant and important information, or the information their readers want the most? One is gossip, the other is news. People gravitating towards the news they want to see and news producing information tailored for their audience is the greatest force of evil in the 21st century. Popularity drives every news outlet to the bottom until you can't tell the difference between TMZ and WSJ. Where do I go if I want to read actual news instead of the business gossip column?
- dx034 9y ago
  > There are something like half a million Model 3 preorders. Tesla is probably the only car company where the number of pre orders is deemed to be important. Car companies make money with sales and if they don't get production ramped up in time (before more alternatives become available), a lot of potential buyers will order somewhere else. Production capacity and consistent quality are the only important factors for Tesla, not how many people think about buying one at some point (in my opinion).

by kec 9y ago

How is being ~80% under quota not news? Such a large miss means that either Tesla is being unrealistically optimistic about their production capability, or they have serious production problems.

sowbug 9y ago

Because "~80% under quota" isn't a meaningful way to assess the schedule slip. They're still a few weeks/months off from mass production of the Model 3.

colechristensen 9y ago

There are something like half a million Model 3 preorders. They just started production, 200 or 1500 – both are but a rounding error compared to the actual full production rate. (order of 10k/quarter) It's something like criticizing someone for running 75 feet instead of 400 in the first 45 seconds of their third marathon because they had to re-tie their shoes.

refurb 9y ago
Well considering sometimes tripping up in the beginning of a marathon can mean you lose the race, I'd say it's a very important number.
- deleted 9y ago
  [deleted]
- colechristensen 9y ago
  Then what isn't an important number? Is everything worth a headline? How do you select what is and is not noteworthy or important for an investor or news consumer? Why is Tesla missing it's Model 3 targets at the very beginning of the production run (hundreds of cars) more relevant than the Model S and X productions exceeding targets by "several thousand"? Looking at the first two columns of WSJ tech page that lists that article ... articles are on (Apple, Tesla, Google, Facebook, Goldman Sachs/Bitcoin, Uber). Looking at that list of companies, would you guess that WSJ's editors are pushing the most relevant and important information, or the information their readers want the most? One is gossip, the other is news. People gravitating towards the news they want to see and news producing information tailored for their audience is the greatest force of evil in the 21st century. Popularity drives every news outlet to the bottom until you can't tell the difference between TMZ and WSJ. Where do I go if I want to read actual news instead of the business gossip column?
dx034 9y ago
> There are something like half a million Model 3 preorders. Tesla is probably the only car company where the number of pre orders is deemed to be important. Car companies make money with sales and if they don't get production ramped up in time (before more alternatives become available), a lot of potential buyers will order somewhere else. Production capacity and consistent quality are the only important factors for Tesla, not how many people think about buying one at some point (in my opinion).