BobbyKings
S85D > M3P > S Plaid
Glass roof glue is still solidifying.
Pictures please...
Pictures please...
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Looks like 317 is the highest I've seen.
Has the ramp started?
so it seems like with 10 days to go in september, there is no possible way 1500 3's are going to get made. i am judging this based on the fact that of non-testing vins the highest seen seems to be #217 (300s being internal test vehicles). i'm guessing the stock price action is reflecting that reality.
i was hopeful after last weekend when sightings went up meaningfully, but since then it's been mostly crickets. if people have a different opinion i would like to hear it plus supporting evidence to help cheer me up a bit. thanks!
Yes, it may not be a very step ramp at the moment, but there is that "exponential" part of it ...Looks like 317 is the highest I've seen.
Has the ramp started?
I'm sorry, but this makes no sense.
Funny that Tesla wanted all of the vendors to be ready in July?
My question is, did Musk mean they would deliver 1500 in September, or did he mean Tesla would be at a 1500 per week run rate by the end of September? I ask because EM talks about production more in build rate per week or month than he EVER does monthly totals. If 300 cars are built on Sept 30th, and EM was indeed referring to run rate, then he met what he estimated.
I guess we'll see.
the only fact is we don't have facts.
That's ok; I'll do it for you. Tesla will not hit production car 1500 in September.While I do not think I can rule the 1,500 estimate out for September, I will agree it is appearing less likely as we compare VIN sightings to dates.
Ok, let me give an example. The serial number is 6 numeric digits. The check 'digit' is an alphabetic letter. Let's decide to create a check digit routine by adding all the digits in the serial number, mod it by 26, and assign the letter corresponding to that number to the check digit. (Yes, there are better check digit routines, but this one is simple for the explanation). Serial number 067896 gives a check digit of 36 -> 10 -> J. If we decide arbitrarily that RC cars get a routine of add all the digits, ADD 2, mod by 26, and convert to letter, then and RC car with 067896 would get a check digit of 38 -> 12 -> L. When Tesla checks a VIN, the car they compute the check digit, get J, and check against the check digit in the VIN, if they match, it is a legitimate check digit, if not it is not. UNLESS it is L instead, in which case it is a legitimate check on a RC VIN.
If the claim is being made that the car in question is in a customer's hand, the L counts as a failed check digit. If the provenance of the car is unknown this gives Tesla a way of differentiating between production and RC cars while still maintaining the check digit.
I hope this clear up the confusion.
Thank you kindly.
p.s. Definitely not saying that Tesla does this or anything like it, just that they could.
Yes, the dramatic effect of everyone getting their car 1 week later than originally projected.Does it matter? I guess for idiot analysts?
I don't properly remember, but I think when we were modeling the exponential ramp-up that "1500" was expected to be something like half produced in the last week of September, which means that a one-week delay would have dramatic effects.
Yes, the dramatic effect of everyone getting their car 1 week later than originally projected.