So when does your car find time to charge up? Would it have to find a wall snake somewhere?
...while the Viewing Public are moved to...tears.
...or blandness if you prefer.
I know of a spaceport in New Mexico that he could buy at salvage prices, just like he bought the NUMMI plant.
The master plan is to release an ambiguous tweet any time that the share price seems to be struggling. Something like aspiring to a 10-100 fold improvement in manufacturing efficiency. If a statement like that came from a dinosaur company, it would be laughable. From Elon, it's disruptive.
Yes, after a several month hiatus, the new finance page has returned. Horrible to the point of being unusable! and no message board. This time I think it's going for good. I was able to wiggle in this afternoon, but the portal is narrowing.
In case I don't see you folks again, it's been a pleasure. I really mean it.
Best wishes to all!
The reasons for MS finished inventory and MX finished inventory are quite different. So I don't think it scales to the relative build rate. The MS finished inventory is on purpose - cars built to be inventory cars. The MX finished inventory is due to the bottleneck at service centers, exacerbated by final re-works. So I just split it 50-50.
LR, did those Q2 production estimates look reasonable to you?
MS - 11750 (2000 added to finished inventory)
MX - 6600 (2000 added to finished inventory)
LR, 11750 is my best guess for a MS production number. Tesla produced about 4000 more cars than they delivered in the quarter. Since they were producing MS and MX at about the same rate in late June, I'm allocating 2000 to each. Round numbers yes, but probably not too far off. So yes, I'm also thinking that about 6595 MX were produced.
When counting cars, deliveries are the most important metric because that's what generates revenue. But there is a lot of quarterly ebb and flow that might cause one to jump to conclusions. Another metric to track is production. In 2014Q4, Tesla broke the 10,000 barrier for the first time. This is what quarterly production has looked like since then.
No particular thesis - just data for investors.
It's unusual for the NTSB to get involved in routine accident investigations. So when Clarence Ditlow says, "It’s very significant", I trust that it's very significant. It's worth keeping an eye on this.
"the fact our cars don't fly yet is stunning"
Tesla can fly their cars all the way to Denmark.
"Very interesting how they came to the 45% Model S order increase for Q1 statement."
Some people view everything Musk says with skepticism. But in this case, we can verify his statement because the increase in Q1 orders will show up in Q2 production.
2Q15 Production: 12,807
2Q16 Production: 11,750 (approx)
So the 45% increase is clearly evident... Hmmm...
Well maybe he was referring to a particular week in Q1. Or maybe a particular day. In any case, Elon and I can both have a good chuckle over it.
Holy smokes, Donro. What a great thread! I missed the discussion yesterday. To add a quick comment, I think your GM's are still on the optimistic side. They'll have to cash in a lot of ZEV credits to hit those percentages, especially if the S60 continues to be the sales leader.
And I wonder if many of those internal Q1 "orders" were subsequently cancelled in Q2? In Q2, there were some 2000 more MS VIN's assigned than there were cars built. Very fishy.