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by dforrestwilson
2835 days ago
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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. |
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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.