[RedDevil]

Originally Posted by JSH

3rd quarter numbers:

Bloomberg said:
The Model 3 tracker currently projects that Tesla will finish the quarter making 53,457 Model 3s

Teslarati said:
During the third quarter, Tesla produced a total of 80,142 electric cars, 50% more than the company’s prior all-time high in Q2 2018. Tesla produced 53,239 Model 3, as well as 26,903 Model S and X vehicles.

So they differ by 218 cars and both are guesses. Why are you so down on Bloomberg?

Bloomberg moved the past production week totals UP beyond the fact (they were just above 5000 a week earlier) and now magically production came down to below 2000 a week. Do you believe Tesla made 6000 cars a week a month back and less than a third of that now? That would be weird?

Originally Posted by JSH

That is some VERY glass-half-full thinking. The opposing view from the same stats:

Tesla adding battery capacity - They are going to make more long range cars with larger battery packs.

Tesla installing equipment to make modules cheaper - They want to make money on the cars they are selling

Tesla making more motors - They are going to increase sales of AWD cars with 2 motors.

Telsa hasn't changed availability window - This is a bad sign. If the $35K base version of the Model 3 was 3-6 months away 3 months ago it should be 0-3 months away.

Musk said 1Q 2019 - Musk ALWAYS overpromises

Even if Tesla starts delivery $35K versions of the Model 3 in 2019 that means the buyers will pay more for the car then when they ordered it as the Federal tax credit cuts in half 1Q 2019 and goes away completely 3Q 2019.

No, the availability window did not move means it still is on the first quarter of 2019. It stopped moving further away. It was Q1, and still is.
The extra machines are there to produce different sized packs. Standard battery, available in 3-6 months, as Tesla promises? Why not?
Cheaper batteries are ESSENTIAL for a $35,000 Model 3. Though battery cost has come down considerably already. And Tesla will sell more D models, but it won't be their mainstay. More motors do mean more cars.

We'll see. At least the Model 3 now is produced in numbers, almost double that of the other models combined.