4 ms·

Oh my god, come on. I'm a Tesla bear, and I don't really see a massive different between a rate of 4,850 cars and 5,000 cars....

ambicapter 8y ago
52 * 150 * 35,000 = 273M in revenue.
- anoncoward111 8y ago
  assuming Tesla can't find a way to boost production by just 3% over those 52 weeks, it will take less than two weeks to make those additional cars. Their revenue isn't supply driven anyway, it is demand driven. Two weeks of delay will not result in 273M in lost sales. It will just result in delayed sales.
  - xyzzyz 8y ago
    It will just result in delayed sales. I know two people who withdrew their Tesla Model 3 reservations due to them failing to meet a deadline. Their reasoning was that they'd like to buy a Tesla, but if they need to wait years for it, they prefer to get a nice car to drive in the meantime. The longer the delays are, the more people will give up.
    - anoncoward111 8y ago
      Yeah I agree with you, but we're talking about a delay of two weeks, not years. That's how long it will take to make up the shortfall. Anyway, Teslas are overpriced and of questionable quality.
      - xyzzyz 8y ago
        The original deadline for 5k production was in December. It's more than 2 weeks.
        someonenice 8y ago
        The delay for the people who placed order are not same as delay to get to 5K target. If I am 100,000 in queue, then car should have originally taken 20 weeks at 5000 cars per week. Now it will take 20.62 weeks at 4850 per week. That is a delay of few days.
- manicdee 8y ago
  52 * 4750 * 35,000 = $8.6B in revenue. You're quibbling over a rounding error.
  - jayjay71 8y ago
    3% is not a rounding error. There are industries with smaller profit margins than that.
    - greglindahl 8y ago
      And this is a case with production that doubled in a quarter. So, again, how big is 3%?
philipodonnell 8y ago
If it wasn't that big of a deal, they would have hit the target before 5am the day after they were supposed to.

ambicapter 8y ago

52 * 150 * 35,000 = 273M in revenue.

anoncoward111 8y ago
assuming Tesla can't find a way to boost production by just 3% over those 52 weeks, it will take less than two weeks to make those additional cars. Their revenue isn't supply driven anyway, it is demand driven. Two weeks of delay will not result in 273M in lost sales. It will just result in delayed sales.
- xyzzyz 8y ago
  It will just result in delayed sales. I know two people who withdrew their Tesla Model 3 reservations due to them failing to meet a deadline. Their reasoning was that they'd like to buy a Tesla, but if they need to wait years for it, they prefer to get a nice car to drive in the meantime. The longer the delays are, the more people will give up.
  - anoncoward111 8y ago
    Yeah I agree with you, but we're talking about a delay of two weeks, not years. That's how long it will take to make up the shortfall. Anyway, Teslas are overpriced and of questionable quality.
    - xyzzyz 8y ago
      The original deadline for 5k production was in December. It's more than 2 weeks.
      - someonenice 8y ago
        The delay for the people who placed order are not same as delay to get to 5K target. If I am 100,000 in queue, then car should have originally taken 20 weeks at 5000 cars per week. Now it will take 20.62 weeks at 4850 per week. That is a delay of few days.
manicdee 8y ago
52 * 4750 * 35,000 = $8.6B in revenue. You're quibbling over a rounding error.
- jayjay71 8y ago
  3% is not a rounding error. There are industries with smaller profit margins than that.
  - greglindahl 8y ago
    And this is a case with production that doubled in a quarter. So, again, how big is 3%?

philipodonnell 8y ago

If it wasn't that big of a deal, they would have hit the target before 5am the day after they were supposed to.