As of today. !
Elon is close to that 6k mark.
Go get em Elon !
Elon is close to that 6k mark.
Go get em Elon !
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As of today. !
Elon is close to that 6k mark.
Go get em Elon !
i'd rather see him get through the backlog of RWD vehicles ASAP before moving 20% of his production to the AWD/P but that's just me.Here’s hoping at least 1K are P or AWD.
SR RWD non-premium will liekly be a large part of the demand, but all other varieties likely to be produced first.
Curious whether they can average 5,000/wk over Q3. And what the cost impact is of the extra lines and increased manual labor compared to the "humanless" original plan.
Agreed. How does that affect the original margin plan. Are they at a point where they are making money on each car yet? Is that in the last quarter financials? Curious to know.
Seriously. If you're a Tesla buyer but need, need, NEED the full, full FULL $7,500 rich person subsidy to dot he right thing and save the world with your new premium car...how did you get to own (or be in debt for) anything?
How many sales would Tesla lose compared to the optimal situation of past-July 1st 200,00 count?
Elon and gang should have said "if you don't think you want a $59K car without the $7.5K rich people subsidy, just get yourself a Beamer and stop pretending to car about cars let alone the environment.Well some people use the gray matter between their ears to run calculations... for some the difference may change the purchase decision between it and an alternative.
As for saving the world... walk or ride a bike... Just dont ride a horse. Its farts cause global warming... lol
Suppliers tend to get paid 30 days after delivery at best, potentially 60 days. So Tesla's not on the hook for for much party materials as long as they can keep things moving through in a 4-6 week window and are running something close to JIT (which I'm pretty sure they are). The main thing that is shorter time window than this are employee wages.Another thing to think about. At this build rate, and an average deleivery time to take into account, there's a good amount of cash locked up in the supply chain. Parts in stock, cars in transit to delivery. Parts may just be a liability with nice credit line. Cars, let's just imagine 20,000 cars in the pipeline. Over $1B right there. As exports become more prevalent and production grows, it can add up higher even with $36K cars in there.
The 5,000 being produced this week are about 10% of all Model 3 ever built. And the pipeline after the subsidy stock up, 20% or even more? Costly. Shorting might be smart before number come out. Then go long again. Q3 results will be sweet.
I'd be surprised if they didn't prepare the rest of the car and line for the extra motor and it really takes a lot of extra time to assemble, for 2 weeks or longer. In my simple mind, motors can be married in simultaneously.I'd be very surprised if the 100 Performance units they built over the last 2 weeks didn't create an outsized drop in RWD units.
Yeah. Musk had explicitly tied the two together, prior. Plan was hit 5K/week, then AWD [in July]. The P is a half-step past (a few extra things with brakes, suspension tweak, spoiler) that but at extra $11K + $5K and $1.5(? for white interior) options that's a lot of high margin revenue potential.I'd be surprised if they didn't prepare the rest of the car and line for the extra motor and it really takes a lot of extra time to assemble, for 2 weeks or longer. In my simple mind, motors can be married in simultaneously.
But not a better moment to absorb such delay than when having a second assembly line and the 5,000 mark just touched with public displays of celebration.