lorenfb wrote:Oils4AsphaultOnly wrote:
And you're begging the question. You can't ask the question "knowing" that the issue is demand - that's an ingrained assumption. As long as production hasn't reached their goal of a sustained 7k/week, then it's still a constraint. There were 5 ships in Jan with Teslas onboard for Europe and China, assuming 3000 cars per ship, plus the 6500 estimate for north america, that's barely less than 6k/week sustained production. Tesla only managed to hit peak production of 7k/week in Dec. Reverting back to a slower sustained production rate after a burst has been their SOP for awhile now.
There are many questions about the decision to reduce the price, but reduced demand is only one amongst many possible answers. Driving mindshare as a marketing tool to keep customers from even considering buying a gas vehicle is a better reason.
Incongruous hyperbolic rambling, as one might expect from a Tesla "fan boy"! And yes, Tesla's decision to have price reductions relates
to its benevolence, the concern for continued dominance of ICEV appeal verses BEV appeal, or its concern about increasing AGW, right?
Why be concerned about Tesla GAAP profitability, the CFO just quit , and when altruistic motives are believed to be more valued by
Tesla shareholders, e.g. fan boys? In all seriousness, given Elon, who really knows what motivates the decisions at Tesla.
And with regard to the M3, maybe as one financial analyst suggested with Tesla's recent acquisition of Maxwell, ultra-capacitors can
possibly help Tesla achieve the imaginary $35K M3 much sooner. Anyone want to calculate the size of the capacitor needed to replace
a 60 kWh battery? Remember energy stored in a capacitor is 1/2 C V^2.
Leave it to you to twist things around to suit your narratives. Note, ultracapacitors are too expensive to make a $35k M3 sooner. It's the dry electrode tech that might, so you're half right about the Maxwell acquisition.
As for the "CFO quit" narrative. The CFO announced his retirement. He still worked for Tesla at the time of the Q4 earnings call and had said that he will still be working there for a few more months to transition things to Zach Kirkhorn. Don't know if you remember, but he had retired before (2015 annual shareholders meeting), but had to come back because Wheeler wasn't up to the job. All the short headlines was that the CFO had quit. What happened to the Tesla bankruptcy that first time?
"incongruous hyperbolic rambling"? ... yeah, no comment.