3 ms·

The manufacturing has been accelerating consistently, this is why I'm skeptical of the outside news articles which tend to ignore the progress.

dforrestwilson 8y ago
Bloomberg is very positive from a production standpoint.... but each car produced loses money no? https://www.bloomberg.com/graphics/2018-tesla-tracker/ https://www.bloomberg.com/graphics/2018-tesla-tracker/
- xanderjanz 8y ago
  No.
  - dforrestwilson 8y ago
    OK can you be more helpful and maybe back that assertion up with evidence/data? Here's some for you: https://www.quora.com/Is-Tesla-losing-money-on-each-Model-3-they-sell# https://www.quora.com/Is-Tesla-losing-money-on-each-Model-3-...
    - xanderjanz 8y ago
      I guess by definition, as long as they lose money, they lose money on each Model 3. But really what you're implying is, when Fremont is a closer to full produciton, each Model 3 will net a loss. Best engineers say no. https://www.cnet.com/roadshow/news/2018-tesla-model-3-munro-associates-profitable/ https://www.cnet.com/roadshow/news/2018-tesla-model-3-munro-... Even Tesla's public financials show they lost more money, when they made less model 3s.
      - dforrestwilson 8y ago
        The embedded assumption is that current demand is sustainable, rather than simply a reduction in a multi-year fanatic backlog. Embedded inside that assumption are a lot of assumptions about ramps in production with consistent quality and finish, and lack of EV competition. I personally disagree that Tesla can maintain production and quality at these levels without needing more financing, but the verdict is definitely not in yet.
        xanderjanz 8y ago
        You don't care about profitability anymore? Now you want to talk about demand? OK. - Tesla is mentioned in multiple current top rap songs. - Elon has the most viewed episode of the most viewed podcast. - Tesla is working on a rocket powered car. - Teslas are featured in major TV shows and movies. - $45k auto loan is within range of your average middle class budget. You think that wont translate to sales? We'll see.
        dforrestwilson 8y ago
        I think a lot of promises (and outright lies) have been stated. https://www.cnbc.com/2018/09/18/tesla-stock-drops-after-company-reportedly-to-face-us-criminal-probe-over-musk-statements.html https://www.cnbc.com/2018/09/18/tesla-stock-drops-after-comp...

dforrestwilson 8y ago

Bloomberg is very positive from a production standpoint.... but each car produced loses money no? https://www.bloomberg.com/graphics/2018-tesla-tracker/ https://www.bloomberg.com/graphics/2018-tesla-tracker/

xanderjanz 8y ago
No.
- dforrestwilson 8y ago
  OK can you be more helpful and maybe back that assertion up with evidence/data? Here's some for you: https://www.quora.com/Is-Tesla-losing-money-on-each-Model-3-they-sell# https://www.quora.com/Is-Tesla-losing-money-on-each-Model-3-...
  - xanderjanz 8y ago
    I guess by definition, as long as they lose money, they lose money on each Model 3. But really what you're implying is, when Fremont is a closer to full produciton, each Model 3 will net a loss. Best engineers say no. https://www.cnet.com/roadshow/news/2018-tesla-model-3-munro-associates-profitable/ https://www.cnet.com/roadshow/news/2018-tesla-model-3-munro-... Even Tesla's public financials show they lost more money, when they made less model 3s.
    - dforrestwilson 8y ago
      The embedded assumption is that current demand is sustainable, rather than simply a reduction in a multi-year fanatic backlog. Embedded inside that assumption are a lot of assumptions about ramps in production with consistent quality and finish, and lack of EV competition. I personally disagree that Tesla can maintain production and quality at these levels without needing more financing, but the verdict is definitely not in yet.
      - xanderjanz 8y ago
        You don't care about profitability anymore? Now you want to talk about demand? OK. - Tesla is mentioned in multiple current top rap songs. - Elon has the most viewed episode of the most viewed podcast. - Tesla is working on a rocket powered car. - Teslas are featured in major TV shows and movies. - $45k auto loan is within range of your average middle class budget. You think that wont translate to sales? We'll see.
        dforrestwilson 8y ago
        I think a lot of promises (and outright lies) have been stated. https://www.cnbc.com/2018/09/18/tesla-stock-drops-after-company-reportedly-to-face-us-criminal-probe-over-musk-statements.html https://www.cnbc.com/2018/09/18/tesla-stock-drops-after-comp...