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TSLA Market Action: 2018 Investor Roundtable

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If EMs email came out yesterday?, Giga stopped yesterday and Fremont will stop from today (for 3-5days). Media might have gotten hold of shutdown info prior to actual shutdown ..
Troy's sheet showed 17 VINs yesterday, slightly down from the ~25 avg we've been seeing for 1-2 weeks. Today it's 0, confirming Fremont shutdown starts today. It should restart on Monday (5 days). After Feb shutdown we didn't see VIN assignment until 3 days after the shutdown ended, so we may need to wait till next Thur to see VIN assignment back up to normal again.
 
Troy's sheet showed 17 VINs yesterday, slightly down from the ~25 avg we've been seeing for 1-2 weeks. Today it's 0, confirming Fremont shutdown starts today. It should restart on Monday (5 days). After Feb shutdown we didn't see VIN assignment until 3 days after the shutdown ended, so we may need to wait till next Thur to see VIN assignment back up to normal again.

Minor correction. That doesn't confirm that the shutdown started today, right?. That just confirms that the VIN assignment stopped today--at least for now. (Fremont could have shut down yesterday but VIN assignments could still be going out, right?)
 
Minor correction. That doesn't confirm that the shutdown started today, right?. That just confirms that the VIN assignment stopped today--at least for now. (Fremont could have shut down yesterday but VIN assignments could still be going out, right?)
My understanding is that Tesla usually assigns VIN when a car comes out of production. So if VIN assignment stops, it's pretty clear to me that the line is not moving. I don't mean to force my view on anyone.
 
With this email from Musk, we have a few actuals. I think that the burst rate of 6k to be solidified a month or tow after ending Q2 at 5k is consistent with a logistic ramp 10k long-term target. Take a look at this update with actuals.
Date Prod
2018-03-30 2020 acutal
2018-04-06 2070 acutal
2018-04-13 2250 acutal
2018-04-20 2452
2018-04-27 2666
2018-05-04 2892
2018-05-11 3128
2018-05-18 3375
2018-05-25 3630
2018-06-01 3894
2018-06-08 4165
2018-06-15 4440
2018-06-22 4719
2018-06-29 5000 target
2018-07-06 5281
2018-07-13 5560
2018-07-20 5835
2018-07-27 6106
2018-08-03 6370
2018-08-10 6625
2018-08-17 6872
2018-08-24 7108
2018-08-31 7334
2018-09-07 7548
2018-09-14 7750
2018-09-21 7940
2018-09-28 8118
2018-10-05 8284
2018-10-12 8438
2018-10-19 8580
2018-10-26 8712
2018-11-02 8833
2018-11-09 8944
2018-11-16 9045
2018-11-23 9138
2018-11-30 9223
2018-12-07 9300
2018-12-14 9369
2018-12-21 9433
2018-12-28 9490
2019-01-04 9542
2019-01-11 9588
2019-01-18 9631
2019-01-25 9668
2019-02-01 9703
2019-02-08 9733
2019-02-15 9761
2019-02-22 9786
2019-03-01 9808
2019-03-08 9828
2019-03-15 9846
2019-03-22 9862
2019-03-29 9877
 
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