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I don't think you realize how much FUD is disseminated daily in the mainstream media. Take this Reuters article for instance, which has been published and tran

I don't think you realize how much FUD is disseminated daily in the mainstream media. Take this Reuters article for instance, which has been published and translated by dozens of top newspapers: https://www.reuters.com/article/us-tesla-germany-daimler/electric-mercedes-opens-german-assault-on-tesla-idUSKCN1LJ17Y https://www.reuters.com/article/us-tesla-germany-daimler/ele... 3rd paragraph: "The market for upscale electric cars is Tesla’s to lose, with sales of its entry-level Model 3 sedan expected to reach about 50,000 cars this year and almost double that in 2019." All sources indicates that Tesla has already produced 50K Model 3. In the first three quarters. There's is still one quarter to go in 2018. And Tesla plan to produce more than 300K Model 3 next year, not 100K. What kind of error is that? Reuters is aware of this "mistake" and they are not correcting it. All media who published the report and were made aware of the wrong numbers kept it "as is", even though the 50K has already been proven wrong. How can Reuters and co keep such blatant errors while knowing it's bullshit? For some reasons, the disinformation only increases as Tesla pressures the legacy automakers margin (Tesla surpassed both BMW and Mercedes in US car sales this summer while the German are losing big time). Reuters & co might not be short themselves. But they knowingly play the short game and kep spreading the FUD ("See these terrible numbers? Who can expect Tesla to turn a profit? Now, let's hear what competitors and short sellers have to say...").

compcoffee 8y ago
>What kind of error is that? They've aware of this, they are not correcting. All media who published the report and were made aware of the "mistake" kept it, even though the 50K is already proven wrong. Who cares? What influence do you think this article and that estimate has? "Disinformation"; that's laughable. Tesla and Musk are being sued and investigated for stock manipulation, but you're crying about Reuters being off on their prediction. Who is showing bias? Where is the outrage? >And just as Tesla surpasses BMW and Mercedes in car sales in the US, it's only getting worse. Sedan sales, while the whole industry moves to CUVs and SUVs. Do you think this is sustainable, or is it clearing a backlog? Why can you get a car in 2 weeks now?
- deleted 8y ago
  [deleted]
- apersona 8y ago
  > "Disinformation"; that's laughable. Tesla and Musk are being sued and investigated for stock manipulation, but you're crying about Reuters being off on their prediction. Who is showing bias? Where is the outrage? I never understand how this is a legit argument. Just because one party shows disinformation doesn't make another party's disinformation right.
  - compcoffee 8y ago
    >Just because one party shows disinformation I don't think you know what disinformation is. You really believe one party is deliberately misleading, while the other is not?
matwood 8y ago
> I don't think you realize how much FUD is disseminated daily in the mainstream media. FUD is what people do to Apple when they are making money hand over fist every quarter. TSLA is just a terribly run company that may end up out of business. Which is sad, because they have what appears to be a good product. Their production arrogance may not be able to be overcome though. This is also standard Musk to blame short-sellers for TSLAs financial and production woes. Please tell me how short-sellers impact TSLA's production floor? The short-seller problem fixes itself if TSLA ever delivers. >And Tesla plan to produce more than 300K Model 3 next year, not 100K. I'll be amazed if they hit that number. They had to pull out all of the stops to hit the last one.
- dmode 8y ago
  A company that went from selling 11 cars in 2011 to 200k cars in 2018 is poorly run ?
  - dragontamer 8y ago
    A company that went from losing $49 million per quarter in 2011 to losing $742 million per quarter in Q2 2018 is poorly run. Yes. That's pretty bad. Their growth is quite backwards, they've learned to lose more money over time. http://ir.tesla.com/news-releases/news-release-details/tesla-motors-reports-first-quarter-2011-results http://ir.tesla.com/news-releases/news-release-details/tesla... http://ir.tesla.com/static-files/7235e525-db16-470c-8dce-9ecac0ad7712 http://ir.tesla.com/static-files/7235e525-db16-470c-8dce-9ec...
    - dmode 8y ago
      Not sure what your point is. If you are growinig like crazy in a capital intense industry, you are bound to grow your loses. Tesla could have chosen to sell zero cars and have zero losses. What matters is demand and profitable unit economica (Tesla cars have healthy gross margins)
      - dragontamer 8y ago
Spooky23 8y ago
Ford makes 50-90k F-150's a month without the drama. There is no universe where Tesla will be manufacturing 25,000 (300k/12) $40-50k cars per month. BMW alone sells something like 9,000 3-series vehicles in that price range per month. It's not credible that Tesla, with a limited sales network, limited charging infrastructure, high costs and long backlog is going to magically take away double digit percentages of the highly competitive small luxury sedan market. They have been an amazingly innovative company. Hopefully when they do bankrupt the carcass gets picked up by a company who is a good steward of the assets.
- deleted 8y ago
  [deleted]
  - dragontamer 8y ago
    Incorrect. https://www.bloomberg.com/graphics/2018-tesla-tracker/ https://www.bloomberg.com/graphics/2018-tesla-tracker/ Tesla dropped production to 4716-ish cars this week. A few weeks ago, Tesla was at 6000 cars/week, but apparently that was unsustainable. They're now below 5k/week and dropping. Rumors is that they have supply issues with SiC MOSFETs and can't build enough power-inverters.
- ummonk 8y ago
  Apparently Tesla is already producing 5,000 a week, which isn't very far off from 25,000 a month.
- zaroth 8y ago
  We are practically living in that universe today — never mind once slack capacity opens up and they go down market with the standard range model at $35k. Did you miss the report last week that Tesla is outselling BMW’s entire passenger car lineup? [1] Also, double check your numbers - “The BMW 3 Series (the Model 3's direct competitor) sold only 3,751 cars in August.“ Tesla delivered between 17,000 - 20,000 Model 3’s in August, by comparison. > Ford makes 50-90k F-150's a month without the drama. “Production of the F-150, the most important vehicle in Ford’s showrooms, has ground to a halt. Ford on Wednesday was forced to suspend all production of the F-150 after a fire at a key supplier’s manufacturing facility. It remained unclear how long the plants in Kansas City, Missouri, and Dearborn, Michigan, will need to wait before building F-150s again” [2] That was back in May. Today they announced a recall of 2 million F150s due to a fire risk which is estimated to cost them $140 million dollars. [3] [1] - https://www.autoblog.com/amp/2018/09/06/tesla-model-3-outsells-entire-bmw-car-lineup/ https://www.autoblog.com/amp/2018/09/06/tesla-model-3-outsel... [2] - https://www.foxbusiness.com/markets/why-the-ford-f-150-is-a-profit-machine https://www.foxbusiness.com/markets/why-the-ford-f-150-is-a-... [3] - https://interestingengineering.com/ford-recalls-more-than-2-million-pickup-trucks-due-to-fire-risks https://interestingengineering.com/ford-recalls-more-than-2-...

compcoffee 8y ago

>What kind of error is that? They've aware of this, they are not correcting. All media who published the report and were made aware of the "mistake" kept it, even though the 50K is already proven wrong. Who cares? What influence do you think this article and that estimate has? "Disinformation"; that's laughable. Tesla and Musk are being sued and investigated for stock manipulation, but you're crying about Reuters being off on their prediction. Who is showing bias? Where is the outrage? >And just as Tesla surpasses BMW and Mercedes in car sales in the US, it's only getting worse. Sedan sales, while the whole industry moves to CUVs and SUVs. Do you think this is sustainable, or is it clearing a backlog? Why can you get a car in 2 weeks now?

deleted 8y ago
[deleted]
apersona 8y ago
> "Disinformation"; that's laughable. Tesla and Musk are being sued and investigated for stock manipulation, but you're crying about Reuters being off on their prediction. Who is showing bias? Where is the outrage? I never understand how this is a legit argument. Just because one party shows disinformation doesn't make another party's disinformation right.
- compcoffee 8y ago
  >Just because one party shows disinformation I don't think you know what disinformation is. You really believe one party is deliberately misleading, while the other is not?

matwood 8y ago

> I don't think you realize how much FUD is disseminated daily in the mainstream media. FUD is what people do to Apple when they are making money hand over fist every quarter. TSLA is just a terribly run company that may end up out of business. Which is sad, because they have what appears to be a good product. Their production arrogance may not be able to be overcome though. This is also standard Musk to blame short-sellers for TSLAs financial and production woes. Please tell me how short-sellers impact TSLA's production floor? The short-seller problem fixes itself if TSLA ever delivers. >And Tesla plan to produce more than 300K Model 3 next year, not 100K. I'll be amazed if they hit that number. They had to pull out all of the stops to hit the last one.

dmode 8y ago
A company that went from selling 11 cars in 2011 to 200k cars in 2018 is poorly run ?
- dragontamer 8y ago
  A company that went from losing $49 million per quarter in 2011 to losing $742 million per quarter in Q2 2018 is poorly run. Yes. That's pretty bad. Their growth is quite backwards, they've learned to lose more money over time. http://ir.tesla.com/news-releases/news-release-details/tesla-motors-reports-first-quarter-2011-results http://ir.tesla.com/news-releases/news-release-details/tesla... http://ir.tesla.com/static-files/7235e525-db16-470c-8dce-9ecac0ad7712 http://ir.tesla.com/static-files/7235e525-db16-470c-8dce-9ec...
  - dmode 8y ago
    Not sure what your point is. If you are growinig like crazy in a capital intense industry, you are bound to grow your loses. Tesla could have chosen to sell zero cars and have zero losses. What matters is demand and profitable unit economica (Tesla cars have healthy gross margins)
    - dragontamer 8y ago

Spooky23 8y ago

Ford makes 50-90k F-150's a month without the drama. There is no universe where Tesla will be manufacturing 25,000 (300k/12) $40-50k cars per month. BMW alone sells something like 9,000 3-series vehicles in that price range per month. It's not credible that Tesla, with a limited sales network, limited charging infrastructure, high costs and long backlog is going to magically take away double digit percentages of the highly competitive small luxury sedan market. They have been an amazingly innovative company. Hopefully when they do bankrupt the carcass gets picked up by a company who is a good steward of the assets.

deleted 8y ago
[deleted]
- dragontamer 8y ago
  Incorrect. https://www.bloomberg.com/graphics/2018-tesla-tracker/ https://www.bloomberg.com/graphics/2018-tesla-tracker/ Tesla dropped production to 4716-ish cars this week. A few weeks ago, Tesla was at 6000 cars/week, but apparently that was unsustainable. They're now below 5k/week and dropping. Rumors is that they have supply issues with SiC MOSFETs and can't build enough power-inverters.
ummonk 8y ago
Apparently Tesla is already producing 5,000 a week, which isn't very far off from 25,000 a month.
zaroth 8y ago
We are practically living in that universe today — never mind once slack capacity opens up and they go down market with the standard range model at $35k. Did you miss the report last week that Tesla is outselling BMW’s entire passenger car lineup? [1] Also, double check your numbers - “The BMW 3 Series (the Model 3's direct competitor) sold only 3,751 cars in August.“ Tesla delivered between 17,000 - 20,000 Model 3’s in August, by comparison. > Ford makes 50-90k F-150's a month without the drama. “Production of the F-150, the most important vehicle in Ford’s showrooms, has ground to a halt. Ford on Wednesday was forced to suspend all production of the F-150 after a fire at a key supplier’s manufacturing facility. It remained unclear how long the plants in Kansas City, Missouri, and Dearborn, Michigan, will need to wait before building F-150s again” [2] That was back in May. Today they announced a recall of 2 million F150s due to a fire risk which is estimated to cost them $140 million dollars. [3] [1] - https://www.autoblog.com/amp/2018/09/06/tesla-model-3-outsells-entire-bmw-car-lineup/ https://www.autoblog.com/amp/2018/09/06/tesla-model-3-outsel... [2] - https://www.foxbusiness.com/markets/why-the-ford-f-150-is-a-profit-machine https://www.foxbusiness.com/markets/why-the-ford-f-150-is-a-... [3] - https://interestingengineering.com/ford-recalls-more-than-2-million-pickup-trucks-due-to-fire-risks https://interestingengineering.com/ford-recalls-more-than-2-...