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The interesting tradeoff seems to be investments in future models & infrastructure vs. expense of current workforce. Tesla is investing in developing 4 new mode
by 11thEarlOfMar 8y ago
The interesting tradeoff seems to be investments in future models & infrastructure vs. expense of current workforce. Tesla is investing in developing 4 new models, production capacity for model Y, building 2 more gigafactories, building 1,000s of superchargers globally, building capacity for solar roof production, and I don't know where they are with powerwall.
Once to 10k is out, we can size it up, but my guess is that all that capital spend is greater than the cost of employing the 7%. Would be interesting to see the math that went behind the decision.
- sortoftechguy 8y ago>Tesla is investing in developing 4 new models, production capacity for model Y, building 2 more gigafactories, building 1,000s of superchargers globally, building capacity for solar roof production Tesla claims to be doing all this, but the financials say different. Their CapEx has not increased in many quarters (it actually decreased at one point recently). So can you explain to us how you think they are doing all this? Where does the money come from?
- cjhopman 8y agoExactly. I'm really worried about the service and supercharging infrastructure. In the last year (to q3-18, q4 stats aren't out), we've gone from one service center per ~800 cars to one service center ~1200 cars. We've gone from a supercharger per ~30 cars, to a supercharger per ~40 cars.