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by bilkoo 3141 days ago
> struggling to produce their most important car ever

Isn't this part of not executing the roadmap as planned? Put another way, how do you know if they are on the right trajectory to profitability? How much are they ahead/behind?

2 comments

Tesla projected that it would produce 5K Model 3s per week by the end of 2017. In all of Q3 they produced 260! That kind of shortfall is clearly not part of any plan, unless it's one drawn up by GM and Ford. Source: http://autoweek.com/article/green-cars/tesla-model-3-product...
GM and Ford would be good at drawing up plans like that since its fairly common for production to be delayed on new car designs

http://www.leftlanenews.com/ford-may-be-facing-f-150-delays-...

https://jalopnik.com/chevy-bolt-ordering-delayed-by-three-mo...

They also moved this timetable up a year due to high demand, meaning more CapEx required. A few months won't scare people in the know, and thinking this would work without a hitch would have been naive anyway.
And they will when you adjust for Elon time.

Kidding aside they've been in much worse situations before, it just wasn't nearly as public because it was well before their IPO.

A three month delay on their first mass market car is hardly struggling. We get insight into where they are on that road map every three months. Come February they will have slipped even more, made up some of that delay or stayed three months behind. Right now they have more then enough money to get them to May of next year, if they miss again in Februrary and then can't raise more funds they need to change their plan.