[taneq]

Is Tesla in trouble financially? And I mean actual can-no-longer-be-profitable type trouble? That seems an odd call given that they've so far planned pretty comprehensively, and delivered pretty much on their plans, and those plans would have included the existing subsidy ending as soon as they hit higher volumes.

The fact that they're hellbent on hitting those higher volumes ASAP indicates to me that they know they'll still be profitable after the subsidies are gone. In fact, they'll probably gain some advantage from the fact, as the only EV manufacturer operating at any kind of volume, because it will raise the barrier to entry for newer, still-lower-volume manufacturers.

So yeah, nice windfall for Tesla, but 'bailout' seems somewhat loaded.

[valuearb]

They raised a ton of money recently to cover the continuing investment they forecast needing to make it to profitability. But they then turned around and bought hemorrhaging Solar City, so it's unclear how long the cash will last and whether it's long enough.