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> Ignoring the 2000/week spurt last week, the other 7000 Model 3 cars were made over the course of 11 weeks Exactly. The 2000 number is complete B.S. They just held back nearly finished units and the "completed" them all in the last week so they could release a semi-decent number without technically lying, but they are nowhere close to target. "Q1 deliveries totaled 29,980 vehicles, of which 11,730 were Model S, 10,070 were Model X, and 8,180 were Model 3" "In Q4, Tesla delivered 29,870 vehicles, of which 15,200 were Model S, 13,120 were Model X, and 1,550 were Model 3." - http://ir.tesla.com/releasedetail.cfm?releaseid=1053245 Model S/X: -23% deliveries. That is a BIG problem. Falling demand for S/X and inability to sell at sticker price (where they still lose money) and replacing that with another model that they lose even more money on is not a great "growth" story. |