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Of course the narrative has changed because Tesla's success has forced it to change but the underlying conclusion (i.e. "Tesla is doomed") has remained the same
by crunchyfrog 8y ago
Of course the narrative has changed because Tesla's success has forced it to change but the underlying conclusion (i.e. "Tesla is doomed") has remained the same through out.
It would be ridiculous if they were still running articles about how Tesla will never build the Model S or the Model 3 or reach 5,000 cars a week or are always bursting into flames or whatever because reality has proved them wrong time and again.
Saying this new narrative is plausible unlike all those previous narratives ignores that all those previous narratives where plausible and wrong when they were pushed.
- gamblor956 8y agoTesla still hasn't consistently hit 5000 cars a week. They've so far only managed this for about 3-4 weeks, split up between two roughly fortnight-lengths periods at the end of quarters. It's possible they managed to hit this milestone in Q3, but based on past PR behavior if they had they would have let the world know by now. The naysayers were never saying that Tesla would never build a Model S or Model 3, you're just creating false strawmen to tear down. The naysayers were always saying that Tesla wouldn't be able to make cars profitably, which to date it has not by industry-standard metrics or the generally accepted accounting principles (i.e., GAAP) most companies use (and definitely not under IFRS standards, which most non-US companies use).
- prostoalex 8y agoThe 5,000 mark seems to be a red herring, though. Tesla has lined up European and Chinese factories (latter one seems to be accelerated due to tariffs) and copying existing processes to new factories is something that seems doable. So even if Fremont stays at 4,500 forever, they could double or triple worldwide weekly production by just completing the factory build outs.
- superfrank 8y agoThe validity of previous criticisms of Tesla don't negate current criticisms of Tesla. You don't get to say, well the media was wrong about Tesla last time, so they will be wrong about it next time. Sure, if there is a history of them being wrong (which the author claims there is), it can be part of your argument, but it can't be the entire argument. It seems we both agree that not many people are currently criticizing Tesla for making bad cars, or not being able to hit production goals, or that electric cars aren't useful, yet this whole article focuses on refuting those points. IMO, it seems most of the current criticisms of Tesla are that Elon Musk's antics on Twitter are hurting the company and that they aren't yet profitable and have some big debt payments due in the near future. The author of the post has done nothing to respond to those points, which is why I feel this is a straw man. Look at it this way, even if you think there is a media campaign to make Tesla and Elon look bad, and all these criticisms are just pulled out of thin air, a broken clock is still right twice a day. You can't just say, well they are out to get Tesla because, even if they are, that doesn't mean what they say isn't true.