Artful Dodger
"Neko no me"
I still don’t understand what happened in Shanghai in December. Anyone seen production numbers?
Haha, no! CPCA numbers come out on a regular schedule each month, even if you're otherwise in a hurry.
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I still don’t understand what happened in Shanghai in December. Anyone seen production numbers?
Austin and Berlin have already hit 3k per week or 12k per month run rate per various reports. The name plate capacity is probably closer to a combined 400k per year at this point. For these 2 factories.
Between the revamped Shanghai and Fremont we are probably close to 1.4 million in capacity for s3xy lines, which adds up to 1.8 million representing a 40% delivery growth in 2023.
My main gripe is that the last official word we had was that the quarter was going to be "epic" and that deliveries should be just under 50% growth. At some point they knew this was no longer the case and they didn't update guidance and reset expectations accordingly.
With the stock beaten down and expectations low, I would like to see Tesla do some sandbagging for 2023 to make it easy to beat estimates. Apple is a master at this game.
Are you Joe on Twitter? He seems to copy the the funny stuff from this board (not my contributions unfortunately… ) and tag Elon… cheap! Almost as cheap as Teslas will get in 2023“Q4 inventory is going to be epic.”
He just forgot a word.
Are you Joe on Twitter? He seems to copy the the funny stuff from this board (not my contributions unfortunately… ) and tag Elon… cheap! Almost as cheap as Teslas will get in 2023
FTFYAustin and Berlin each have nameplate capacities of “>250,000” per year for more than 500k combined. This aligns with the 5k per week target for end of 2022 that we barely missed, apparently mainly due to not having a thirdshiftrow of seats for the Model Y yet……..
man! i need an antidepressant after seeing his statements. luckily, i never take any of the talking heads on you tube or the bird seriously.Damn, it’s heartbreaking to watch Tesla Economist’s total meltdown on the bird… a solid reminder not to gamble the options market and not invest money, you cannot afford to loose short term.
It’s almost impressive the 180 degrees shift he made overnight after years of posting bullish predictions
Don’t get me wrong -my best wishes for him.
Agree with the educational, but not the advertising, conventional advertising like 60 second commercials that is. What I'd really like to see more of us inclusion of Tesla vehicles in movies, TV shows, and other stories, much like that one that featured EAP (maybe FSD) where the ability of the Tesla to avoid accidents without human intervention saved the day. Teslas need to be a part of the story itself, not just a commercial.A little educational advertising by Tesla could help to ensure that demand accelerates, both for now and for years to come. An enlightening Super Bowl ad might be a pleasant surprise.