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Keep in mind that the design studio is just a computer rendering, and is not guaranteed accurate.
Aside from my speculation, given Eds' track record so far with insight....
Given that Eds basic assertion was NO cars at all in Q3, and less than 100 cars this year, it looks like he's about to be proven spectacularly wrong. Everything he suggested after that big assertion was designed to underline his point.
You said before you'd had private conversations with him, but isn't it time to admit your friend's big claim was way off base?
not so fast IMO. delivering a few (dunno how many) a day before q3 ends doesnt blow what he said out the water. if anything, it could look like tesla is squeezing a few out to save face.
not so fast IMO. delivering a few (dunno how many) a day before q3 ends doesnt blow what he said out the water. if anything, it could look like tesla is squeezing a few out to save face.
It's kind of a binary choice isn't it? He said zero would be delivered, but a delivery date has now been set.
again. For whatever reason, that has continued to crack me up any time the name Eds is mentioned.Eds Eds Eds!
Umm, I never requested that. You're the Mod here and free to publish whatever you want.:wink:As you previously requested, I won't requote the post,...
I didn't say he "lied" either.So, in "binary" form, would his claim of none be wrong? Yes. But that still doesn't mean he lied IMO.
As you previously requested, I won't requote the post, but he said something like 100 Model X by the end of the year. I think that's unrealistic (as in, I can't see Tesla delivering less than 800), but there was another quote you posted where he said something like very few or none in Q3 IIRC? I dunno, if he was working on info from back when that all went down, what he had could have very well pointed to not making Q3 deliveries, and IMO Tesla doing a few deliveries RIGHT BEFORE the end of Q3 tells me it was likely very close to not happening.
So, in "binary" form, would his claim of none be wrong? Yes. But that still doesn't mean he lied IMO. It means he used data to form an opinion that (just barely) turned out to be wrong. As has been discussed previously, if he had just posted facts without his own speculation and slant, things may have been clearer. Doesn't mean he had 0 valid info and was full of it though. THAT, to me, is NOT binary.
I agree with AnOutsider and want to further his argument by saying that Tesla (for some reason) is pulling out all the stops to make this latest Q3 deadline they self-imposed. I won't go into speculating why, ..
Maybe because the car is finally ready?
I'd also be happy to see this thread closed and sealed. If people want to discuss the production ramp, let's open a new thread on the ramp.