Man, it seems like I'm replying to a bunch of your gloom and doom posts tonight... Ah well, worth replying to one more!
SG&A for anyone who doesn't know stands for Sales, General (as in general operating expenses) and Administrative.
If Tesla's SG&A last quarter was $15,000, considering they did NOT double sales costs, operating expenses or administrative compensation in the past three months (as evidenced by the frantic delivery pace right now) that number would go down dramatically because they are doubling deliveries, according to them.
If they double deliveries without increasing anything, it would cut that number in half.
Using the released numbers, SG&A was closer to $14,075 in Q2. It wouldn't be hard to believe at all that Q3 will be closer to $8,000. That would represent a $100 million increase in SG&A for the quarter.
Worth pointing out - Munro stated the material costs for the LR 3 is $28,000. If you add $8,000 in SG&A to that and reduce battery cost by about $2500 (assuming only $100 / kwh), it means production of the SR car would be profitable starting now.