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The embedded assumption is that current demand is sustainable, rather than simply a reduction in a multi-year fanatic backlog. Embedded inside that assumption
by 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 agoYou 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 agoI 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...