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somebody has to fight fire with fire over there.

I would imagine Tesla uses an NDA with all suppliers that covers this legally. Problem is if it's in China hard to take legal action. Only thing you can do is take your business elsewhere. But with such a specialized vehicle and high end specifications finding alternate suppliers at the same...

Just finished debunking the latest string of negative articles on Seeking Alpha. Let me know what you think. https://seekingalpha.com/article/4189303-tesla-short-thesis-model-3-demand-wrong

I agree. My original models had 5.5K/wk at the end of August. Close enough. If they hit 6K/wk burst rate now, it'll sustain in about 2 months.

Hey folks, fresh off the presses, my latest article on rebuttals to the latest string of 5 negative articles on Seeking Alpha. Let me know what you think. https://seekingalpha.com/article/4189303-tesla-short-thesis-model-3-demand-wrong.

At the end of Q4 17 they announced a burst rate of 1000 but averaged only 800 for Q1, including the burst rate of 2100 in the final week. If you subtract the 2100 they averaged 689 in the 1st 11 weeks of Q1 below the 1000 burst rate. Likewise they averaged 2100 in Q2 for the first 11 weeks...

Every quarters average production rate is lower than the burst rate announced at the end of the previous quarter. This clearly shows that the burst rate is not immediately maintained right after it's announcement but takes several weeks to become sustainable. I've just written a new article...

The point of the article was actually to remove any ammo from bears if he only reported a burst rate extrapolated from a few days equivalent to 5k/wk. Which it seems like they did. They reported a factory gated 5k/wk which includes partially finished cars not purely cars that came off the...

I just wrote an article on SA about burst target rates vs sustained target rates. I believe this is a burst rate based on internal emails. We should expect to see sustained rates in about 2 months. The 6k/wk burst rate next month will be sustained by end of Q3. Check it out. Let me know your...

The tent is a not really a tent, it's a Sprung structure. Daimler, NASA, and the US military use them. I wrote about it here. Vetting Tesla's Latest Production Facility - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha

Even after all these cars launch, the dealerships won't put effort into selling them until they make up the majority of the portfolio. There's minimal service maintenance and repair revenue from them. And they won't make up the majority of the portfolio until the major's retire their ICE...

Storage issues. Where do you put an extra 30K non delivered cars in transit? Rent and transport expense to spread all this inventory out over the state plus the headache of inventory management at all these pop up holding lots. Also extra insurance for abnormally large off site inventory. You...

I wrote a rebuttle on SA about the layoffs being part of the normal development cycle. Happy reading. Understanding Tesla's Layoffs - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha

They may run another class for the P3D if this series takes off.

I wrote about this very thing on SA. Take a look. It may not work as it says it's locked for PRO subscribers but some other members were able to access without an account. https://seekingalpha.com/article/4181342-tesla-short-thesis-competition-wrong

It will depend on State legislators. they can't release anything if it's not approved.

I totally agree. MGT is supposed to keep employees in the loop with a direct line of sight to the end consumer regardless of department. They're lining up the subsystems to all be capable of 5k/wk by July 1. They won't fully ramp the whole line to avoid overstocking inventory while they delay US...

ya sorry about that. i'm an SA contributor newbie.

Sorry that was the prototype based on the 1st gen P85+. Here's the production version just delivered to the first team based on the P100D.

Have you seen this? FIA approved all electric race car series based on P100D. Basically a bone stock P100D drivetrain with some safety requirements, suspension, and brake mods, and lightened interior. They haven't mentioned any other changes to cooling system. Electric GT's first race-spec...

Sorry folks, I just realized SA archived this for Pro subscribers. My bad. I'm a new contributor to SA so I'm still learning the ropes.

Here's a piece I wrote on SA that helps debunk the decrease in reservation narrative. https://seekingalpha.com/article/4179986-tesla-model-3-reservations-tip-iceberg.

I've been reading plenty of Tesla hit pieces on BI and noticed Matthew DeBord is behind many of them. I just wrote a response piece to debunk his latest hit piece on the Model 3 GA Tent quoting fan favorites such as Bob Lutz. I submitted it last night so as soon as SA publishes it i'll send...