[xanderjanz]

I guess by definition, as long as they lose money, they lose money on each Model 3.

But really what you're implying is, when Fremont is a closer to full produciton, each Model 3 will net a loss. Best engineers say no. https://www.cnet.com/roadshow/news/2018-tesla-model-3-munro-...

Even Tesla's public financials show they lost more money, when they made less model 3s.

[dforrestwilson]

The embedded assumption is that current demand is sustainable, rather than simply a reduction in a multi-year fanatic backlog.

Embedded inside that assumption are a lot of assumptions about ramps in production with consistent quality and finish, and lack of EV competition.

I personally disagree that Tesla can maintain production and quality at these levels without needing more financing, but the verdict is definitely not in yet.

[xanderjanz]

You don't care about profitability anymore?

Now you want to talk about demand? OK.

- Tesla is mentioned in multiple current top rap songs.

- Elon has the most viewed episode of the most viewed podcast.

- Tesla is working on a rocket powered car.

- Teslas are featured in major TV shows and movies.

- $45k auto loan is within range of your average middle class budget.

You think that wont translate to sales? We'll see.

[dforrestwilson]

I think a lot of promises (and outright lies) have been stated.

https://www.cnbc.com/2018/09/18/tesla-stock-drops-after-comp...