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Demand for Model y is probably a bigger factor than battery supply that will keep its ramp low. If Tesla expected huge Model Y volumes, would it have just repurposed a tent/line in the Fremont factory to produce it? There is a reason Panasonic refused to invest more in the Nevada GF. Then how...

Have we reached the 'new paradigm' phase?

The previous 4 months? July to Nov is 2700 monthly average. ASP was only 3% higher if I remember.

Four days ago. Right after the price cut: Whatever it is, it is always good news. A 9% price cut to move 1000 cars a week. How many more cuts to move 3000 per week?

Hmm, ok! I see that 18 people already found your post informative.But when I click the link for Tesla, almost all the important numbers are negative. So I am not sure how you came to these rosy numbers here. If mods were to apply remotely consistent standards for all posts here, I think your...

Exactly! The logic in some arguments here are mind boggling. I wonder if people really think like that, or just pretend to be thinking like that on this forum. So, Tesla is supply constrained for MS+MX, yet offers 1% interest loans in Norway while borrowing at ~5% with its junk bonds? Total loss...

You make some fine pts. Take a look at the TSLA short interest. You got only the 10+ million covered short shares to thank for your bliss. Don't take it for granted though. With more customers, even small mistakes can be costly. Next quarter can be nasty, with fewer shorts acting as buffer when...

Disagree with the emboldened part. Elon deleted all his titles, announcing it on Tesla's official twitter channel. Now he is just a Nigerian prince asking people to send in deposits and order a Model 3.:);) Unless.. you want to say that Elon spoke an "untruth" about that. :) Here are also the...

Thanks for being honest. Most TMCers have too many TSLA eggs to protect, so they are naturally inclined to dismiss anything remotely negative about Tesla or EVs. I'm surprised that long term followers of EVs are caught off guard. There is a good reason Tesla went with 300+ mile EPA range claim...

You are probably right. I think I read that somewhere about 40 mins limit, but I cannot find any ref now. I am editing that out if I can. Edit: OK. here is what I remembered. Seems it is a California thing. And on charging to 100% - it just takes much longer to fill up the last 20%. For local...

One factor is that to prolong battery life, EVs are recommended to be charged to 90%, but gas tanks you fill up 100% every time. It doesn't damage the gas tank. To make matters worse, Tesla superchargers have a 40 min limit. :( You can't really go too far with that. Probably can't even make to...

It's really funny. Only Tesla can do such things. List the lower model for same price as the +$5k model, knowing full well that no one will buy it, just so they can say it didn't decrease in price. (OK, may be Elon can pay Kimbal $100k to buy one to prove to others the sale price.) May be Tesla...

it seems a lot of people are forgetting one additional vital point. The "no one" of the company, who somehow calls all the shots and owns > 20%, promised a refund of $5000 via the company's official channel followed by 23M people/bots. So, in that case, the customers are right to feel entitled...

Great start. Way better than sucking it up and just whining here on a fan site. It is tough for the small guys without 23M followers to get attention. :( nextdoor.com is another place to spread the word on how Tesla dupes its customers. I have seen Tesla owners peddling their referral credits...

Summary: 1. 5k a week Model 3 is the new 10k a week. Kiss that 10k/week good bye. 5k/week enough to support Europe, China and US demand in Q1. Gotcha! 2. All talks about 10k a week vanished. 3. Was the $35k Model 3 contingent upon 10k a week Model 3 on a sustained basis? I think it was. So bye...

OMG, just saw this know-it-all 200% confident uber bull become famous in the shorts circle. I thought he already gave up after he lost a ton few months back. Hopefully, he can manage the pain and doesn't lose another 30 years of his life savings. I recall TMC esteemed member @DaveT even posted...

Hey. me too! I don't even know why I got banned in the first place :( All I did was doubt the go private, and presented my argument why it made no sense! And said,I bought some puts on the pop. This tells a lot about the moderator of this forum 30 days ago, not about me :) But I'll likely post...

OK. That explains the June surge, but not the July collapse. Why not ship more in July too? It's not like Tesla doesn't have cars. It is sending out marketing emails to everyone in US. Unless as you say, Ontario killed the demand in 50%(?) of Canada. And/or not many orders left in Canada to...

What happened to the Model 3 sales in Canada? It dropped 83% from June to July (350 vs. 2050)! Are these numbers accurate? Even good old Outlander PHEV sold more copies. At this rate, it will never be able to catch up with Mercedes C class or BMW 3 series. EV Sales: Canada

Look at the size of the deal to get an idea. The Tesla board is going to consider next week if they will even set up a special committee to consider this, and no one seems to have heard about where the money is coming from. And you expect this to close by Oct 15? Pass me some of the stuff you...

I did too, and bought few more puts at a discount too :) Thank you Elon! The ignorance and hatred on this forum about short selling is astounding. I put the link out there, but the posters whose 90% posts are about shorts don't even browse it. Like ti or not, short selling is legal if done...

The SEC will like to invite Elon for a long chat if he engineers a short squeeze. IMHO, it will do you good to read a bit on regulation SHO and the role of market makers before making up speculative stories. Key Points About Regulation SHO In other real business news. Solar roof seems dead. No...

Let me help you out. Elon is a super genius. He thinks in N^N dimensions while we mortals struggle with 1 dimensional, inside the box thinking. While he was typing the first sentence, his mind wandered on to his backyard project of his, I dunno, 7th mansion may be. He meant his backyard...

Agreed with the last part, although I mostly find your posts full of confirmation bias, like the other 90% of comments on this forum. Have you assigned a non-zero probability to the following? - You are wrong about Elon's goals. - The FUD is actually fact. - Tesla is way overvalued. Do you...

I think I have a more likely scenario of what happened. Elon saw a dead bird on his way to work, and thought this is not a good week to disclose anything factual. Some "new information" was disclosed. Elon has only discussed going private with the board, right after promising sustained...

The better-than-assembly line tent-built cars might be showing up now. When everyone and their sisters have to build cars during their weekends and late nights in a tent, quality can only go one way. If even a low 20% cars have to be rebuilt, it means Tesla only achieved 4000 net Model 3 a week...

Ha! If and when Tesla goes bankrupt, Tesla's own execution failures and tall promises from ELon won't have anything to do with this. It's the critical writings that will be the excuse..

But I think if it's an attempt to juice numbers for some particular quarter, then it is prone to being classified as accounting fraud by auditors. Long time ago, a Price Water House manager of auditors was giving examples of items they look for using software; a case study for data...

Ha! Make sure the Youtuber guy reads and understands the article, and the accounts before then :) Or we'll just hear more of Elon's Mars plans. Boring and boneheaded questions are not cool.

OK. So 5000 a week was achieved last month, but no sign of the $35k model 3 yet. I hear it is even removed from configuration page now. But the apologists can still weasel out with "But Elon didn't say after how much time after 5000 a week". It could be a day, a week, or a year or two. Best of...

Wow, seems I hit a sensitive spot to cause such outpour of emotions! We could say the same things when Blackberry was at its peak :) But you failed to refute the numbers, or explain the plot. Do you disagree that over entire Q2, cancellations outweighed new reservations? Do you disagree that...

But then, new people should be waiting for the next dellveries, right? One possibility is that the cars are now being delivered faster,so fewer people are waiting for vin or delivery. Or it could just be that new people don't report ti anymore, since there is no waiting for configuring.

Does this 5000 include old reservations converting to "orders" or not? These terms are so mixed up, I can't figure out if apple is being compared to orange. Was it also not the first week orders were opened to all? Yes, it was. Tesla opens Model 3 order book to all as tax credits begin to wind...

I'm forgetting it. But did Elon say that the SR model 3 will be sold after Tesla reaches a sustainable 10000 model 3 a week? If so, I think I can write off the SR model already. Other than few staunch supporters like @ggies07, people will find plenty of options for that range to move on. Then...

IMHO, you are missing a few minor points: - Not everyone can drop a charging cable from their 20th floor apartment. - On the go charging or paid charging outside one's home is way too slow, and a lot more expensive than the lowest advertised nightly rates. Even that is 20c/KWh in San Diego...

Or perhaps.. the high res count is only because of long times to get the model 3 refund, and the cancellation line is backlogged for months? Which one is better? First there were over 10000 Employee res. It was so desirable, every employee of Tesla, SpaceX and SCTY were to get at least one...

May be you are missing their angle. Folks like Ben Sullins and Gene Muster feed on Tesla, and have to save their own faces in their circles. This is just a way to distance themselves from the issue. They know pretty well Elon couldn't care less for anyone's advice :) For the supporters of...

THIS! This is the most important thing to discover. The motive of the poster. Let us spend hours trying to sleuth around, find this out. When some folks are cornered and can't argue the points, theytake the easiest escape route of attacking the character and motive of the other people. Good job...

Um,, not quite. Here is what Elon said (see link in my post). I think this is little more than expressing opinion. Even if Osatanakom wasn't the expert, it is understood he was conveying the combined opinion of the team of experts he was commanding. Had Osatanakorn fired back saying "Elon never...

There are some not so nice details here. It is public info. Biologically, is it expected that Elon inherited some of his father's genes of the dark side? SpaceXXX: Elon Musk’s Dad has Baby with His Step-Daughter

Unsworth is not the first one Musk criticized for blocking his path to hero-dom. Here is the other person who told Musk the sub wasn't practical. If you searched "Thai cave rescue" few days back, you would've seen that > 50% top results were about how Elon designed a sub for this in days. (He...

Just a week ago, when I pointed this out, the usual bh's came out with pitch forks and I got banned, by the newly minted biased mod I believe. The world is not dumb and saw right through this. Now look what a mess he has made. Had Elon just helped out from the sidelines or retreated gracefully...

OK, fair enough. I didn't remember Tesla said GA2 is for Model 3. So, your theory is that GA2 wasn't producing much. Then, it was also very likely not producing much early in Q2. Therefore, the argument I presented holds. Whether the 4000/week and 2270/week were from one or two lines is not so...

The poll is too biased :) It should start with: 30k or less. 30k-40k 40k-50k

IMHO, that is pure speculation and wishful thinking. If GA2 Model 3 line was down in the last sprint week, Elon and Tesla would not have missed to gloat about that :) There is not a chance that Tesla would shutdown GA2 for the sprint week, while at the same time pulling all nighters and skipping...

I think it's the news that the attempted market manipulation to cause a "short burn of the century" failed :( So players are taking exits. "7000 cars, 7 days" -> Done. 'Who likes short shorts?" -> Done. Pick-up truck pump -> Done. "They have about three weeks before their short position...

Yes, sure. Bearish analysts focus on bearish items, while bullish analysts focus on positives and rosy outlooks few years down the line. No surprise here. Have we not heard Ross Gerber and Trip on CNBS? The analysts have to use some delivery numbers for their models. Is it their fault that they...

Hyundai's factory: The biggest in the world No plant builds more cars a year than Hyundai's remarkable Ulsan facility in South Korea. - a sprawling mass of five different factories that churn out a vehicle every 10 seconds, with production last year hitting a barely credible 1.53 million. - 15...

May be you are all giving too much credit to Elon for his longer term stock moving power. He was right one time 5 years ago. Isn't a broken clock right more often? But here is also what he said just a week ago, and how it unraveled. Elon Musk says naysayers are in for a 'rude awakening' about...

I think you are missing the quotes in "meeting" a "5k for a week" (not 5k a week). You are also missing the 20% miss in deliveries vs. consensus. And continually declining S and X sales. Is this the turning point in Tesla's history that investors no longer believe in the stunts pulled by Elon...