[simonbarker87]

Hitting production targets isn't enough to keep wall street happy with Tesla though, to keep raising money and servicing the debt that they have, he needs to keep creating value inflection points to stoke the hype and keep the money coming in.

I agree that the main concern should be delivering cars but production delays are solvable while he is still raising money. As soon as he takes his foot off the pedal then their ability to raise money will be much harder than it is while he is announcing new stuff and increasing their risk of going under.

Worst case scenario with his current strategy: they run out of money and an acquirer buys them for the cost of their debt and gets a company with a fully fleshed out product roadmap and some solvable production issues (and no need to solve those issues quickly).

Drop the new product roadmap and focus on production: the going under acquisition is less attractive as they would be acquiring a company with a limited product roadmap and a load of production issues.

He is showing that the future is going to be so amazing that it is worth pouring money into Tesla.

[lovemenot]

>> Worst case scenario with his current strategy: they run out of money and an acquirer buys them for the cost of their debt and gets a company ...

Yes. And the acquiring company could be Apple, which has cash and past form in buying a company for its charismatic CEO.

Years from now, I would not be surprised to find out that a handshake deal occurred last Summer, just before Apple apparently stopped trying to make a car.

[oblio]

I like what Tesla & co. are doing, I think Musk is very good at hyping things up and mostly pointing us in a good direction development wise, but I'm not a fanboy. Especially considering what I've read about Musk's personal life and his attitude to employees.

Even so, if Uber can have several billion dollars pumped into it, surely Tesla is more deserving of investments on the same scale.