"Meanwhile, is there a fastrack to the Cybertruck?"
That's a great question. Tesla was never about how many cars of S3XY style could be built, but rather how advanced can they make a personal electric vehicle? That evolution is maturing well. The CT, is a new driving ethos- which is - I...
Retooling for more Y output is already ongoing at Fremont. And more importantly, it's better than the 3, according to Jalopnik, adding to its desirability.
Tesla Model Y Deep Dive Reveals A Much Better Engineered Car Than The Model 3...
In my town the Sonic is well attended at lunchtime, and at all hours. This is a business model suited to our Covid pandemic times. SO, private enterprise and Tesla should adopt supercharger stations to provide take out menus! TESLA EATS / TREATS & COFFEE!
With COVID-19, there is zero production. Of anything, except, maybe, ventilators. My stupid question was to paraphrase myself; Why Not Cybertruck? To do that Tesla might consider phasing out S, X, and at sometime model 3, Focus only on Y and accelerating the CT. Your thoughts - STUPID or GENIUS?
Recent blog posts from Seeking Alpha raised the knotty issue of Tesla's Capital Expense (CAPEX), burn rate in the face of Covid-19. To be brief, Tesla will soon hit the wall, if no cash flow accrues from Giga-Fremont and -Reno product restarts. The Stupid Question is: Why can't Tesla see that...
Seeing that a production factory is still a year out, there shouldn't be too much delay due to construction or suppliers. My only worry is whether Tesla will run out of cash or loans? It's factory footprint is already large with several facilities not finished. We all have our reservation...
I'm not holding my breath. 1. Few cars sold for rest of 2020, 2. Cash burn consumed by Gigas (3) under construction. 3. Stock goes to $10. 4. My reservation is about 125,000, 5. Musk dies in Starship mishap... 6. I die in Corona virus mishap. (:
I'm 'distancing' myself in a small home with three young adult dependents. This is tough! You have to learn the right behaviors, safe routines and survival habits! The youngsters don't get it, they all will inevitably be infected. My dream of even surviving to take delivery of the CT seems...
"And in a month? Is the curve flat enough? I am fully complying with the 15 day plan but what comes next? We had 3 months to prepare, is 15 days going to cure the dereliction?"
So, under the best case with the most restrictions on socializing, in person, COVID-19 will drag on for several...
If production goes to zero in Freemont, production also declines almost as much, in Reno. Of course, they could switch over to power packs snd utility power projects at the latter. 5 quarters of shut down scenario seems not extreme any more, sadly. Leaving Tesla with no cash. But loans will...
Giga Freemont operating at 1/4 work force today. As I mentioned in earlier post Tesla is not well capitalized to endure a severe recession. May need a big Govt Loan. No new CT factory soon!
There's a caveat here. Many of Elon's best customers will get sick, and many will die. And they each may support one or more dependents. The projections right could now result in hundreds of thousands of family tragedies, in the next year, due to this virus alone. True, it may be...
Folks, The bad news is a CT factory is going to be needed at all. I'm sure Giga Berlin has ground to a halt. The Americans returned home. Giga Shanghai is limping along. Tesla doesn't have e enough cash to self fund it, and the credit markets are crashing. In fact Tesla is badly under...
So, if Elon is thinking of building a new factory (after the pandemic) for CT assembly, operations by 2021 end will be pushing it to the extreme. More likely it will be completed in late 2022. So, earlirst scheduling of rallies in mid 2023 is more realistic. My own position in the queue is...