4 ms·

That’s true, but it’s not yet clear when they will be able to sell lower-priced models without increasing the cash-bleed.

• toomuchtodo 8y ago
  https://www.youtube.com/watch?v=pAS-yjWj9DY https://www.youtube.com/watch?v=pAS-yjWj9DY Munro Teardown Shows Tesla Model 3 Solidly Profitable [video] (youtube.com) https://news.ycombinator.com/item?id=17542864 https://news.ycombinator.com/item?id=17542864 (HN Thread) Animats mentions labor costs top of thread, which have been falling in Fremont now that they've hitting their stride (rumor I've heard, not material info, can't provide a citation). If you're interested, highly recommend being on the investor call next month for Q3 rundown.
  • gamblor956 8y ago
    That video, and articles on the teardown, confirm that the luxury-level-priced Model 3s are solidly profitable...which they should be, since no major automaker sells luxury vehicles at a loss per unit. The question is whether Tesla can sell Model 3s at the originally claimed $35k, which is highly questionable. Indeed, Munro himself sells, "I think $36,000 Model 3s will be rare as hen's teeth. I don't see how they could make money at $36,000."
    • ericb 8y ago
      The answer to what Munro doesn't see is that the Tesla battery makes up $6,500 of the cost. With continually falling battery costs, the answer is that the "how" will be obvious in a year or so. https://cleantechnica.com/2017/12/11/batteries-keep-getting-cheaper/ https://cleantechnica.com/2017/12/11/batteries-keep-getting-...