[Animats]

If Tesla can't meet their production schedule, many of those pre-orders will evaporate. Tesla now has to get a huge factory up and running, and then learn to run it cheaply. That's not easy. Fast, cheap, good - pick two. My guess is they'll be a little late with the new cars, they'll be OK, and their manufacturing cost per unit will be higher than expected.

[1] https://www.teslamotors.com/careers/job/project-manager-gen3...

[tamana]

Either they have properly modeled the cost of building a car they claim to be able to sell for $35k, or they are another failed Kickstarter making empty promises.

[grecy]

Given they've already done it with the Roadster, Model S and Model X, I think we have to give them a lot more credit than just another Kickstarter.

I'm pretty sure they know what they're doing, given they made the highest rated vehicle, ever.

[barney54]

They know what they are doing with regard to expensive, luxury, low-production volume vehicles. The question is whether they know how to scale and make money.

[Animats]

It's a tough pivot from a high-cost, high-margin company to a low-cost, low-margin company. HP, SGI, and IBM all failed at it.

[phren0logy]

Unlike those companies, the low end has been part of the plan since day one.