Even if it didn't match they could since there is no moving component between the wheel base, just the pack. All suspension and drive components could be mounted to Model S's, which would be great for stress testing since the S is a heavier vehicle.
I'm using a broader date range than July 1. I mean if they deliver cars starting in the beginning of August I'll call that mid-2017.
Short-Term TSLA Price Movements - 2016
Very interesting, Thanks for posting that.
Regardless of who they are, I hope they back up their beliefs by shorting Tesla with every dime at their disposal.
Some, sure, although there are more Poles and Swedes. Regardless of nationality, they are however almost always paid as well as Norwegians.
That's because they're not working full time. It is sadly too easy to just keep cashing welfare-checks.
I guess by saying 5 times increase of production rate in 2 years I implied analogy. That's not my intent. My concern is basically two points:
I think 500M for all the initial equipment and facility for M3 in 2017 is over underestimated. Aside from Fremont, Gigafactory needs investment and would need to be considered as well (IIRC, not only the battery but some parts of the drivetrain are also made there). This Q alone would incure more than 1B of capex for these items. And there will be 2-3 Qs more of capex (to what extent we don't know) before M3 production. Then add the cumulative investment on the GF, my guess on non-tooling equipment/facility in 2017 would be closer to 2B, with maybe 1.5B dedicated for M3. And that's assuming everything went very well, no additional capex to correct mistakes (like Model X, had an unexpected 400+M spending to get the production line right). So in your assumption in Q4 there would be about $1500 depreciation cost per unit. If they hired more workers initially to hope for higher production, then the labor cost would also be higher and eat into GM (like the case of Model X).
