gerebgraus
Member
My estimate would be something similar for Fremont only. But by Q4 GF3 should have conservatively 60,000 cars between Model 3 and Y that I would add also.I've similar delivery numbers - but 3x the profit. Mainly because I assume margins will be at Q3 levels - and they can recognize 400M in FSD deferred revenue + they will get extra FCA credits (though just 100M more than in 2019 per quarter).
Good to have a range of perspectives.
Costs of production will go down by ~10%, so to sell all the increased production Tesla could cut the e.g. the futher improved Model 3 SR+ price to $35K.
I suspect that the demand will be high enough, so the price reduction will be much smaller probably around 6%, so margin will become higher. Tesla has a high tech manufacturing operation, and that should be part of the model.