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A comment on Tesla's Model 3 volume production target pushed back again. Parent comment

Re:Tesla's Model 3 volume production target pushed back again by lev99 on Wednesday January 03, 2018 @06:25PM (#16066474)
> It's easier for Tesla to find someone skilled in car manufacturing than it is for other manufacturers to build the brand demand that Tesla has.

If supply was not a problem Tesla would still not sell as many automobiles as other brands. Ford sold something like 5 million automobiles in 2016. The Model 3 has 1/10 that in preorders.

Tesla has a great brand in EVs, and Tesla has great market growth, but it has to double several more times until it reaches the established demand other car companies enjoy.

I'm bearish on Tesla. Everyone ships more units then Tesla. Japanese companies are outselling Tesla on EV units. German companies are 1-3 years behind on luxury EV units in terms of quality.

I'm hedging my bet by considering the gigafactory. If we see 5 gigafacotries by 2022 they'll have a significant position in the entire CE & EV industry for decades.

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Re:Tesla's Model 3 volume production target pushed back again by krrrh on Wednesday January 03, 2018 @10:39PM (#16067857)
The rest of the world is also building battery manufacturing. [1]. Even Tesla’s plant Is jointly run by Panasonic.

https://www.greencarreports.com/news/1112878_china-to-build-...

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Re:Tesla's Model 3 volume production target pushed back again by erikpukinskis on Thursday January 04, 2018 @10:25AM (#16070967)
The Model 3 hasn’t even been reviewed yet. A lot of people won’t buy a product until they’ve seen it deliver on its promises and it is available to buy immediately.

You can’t compare demand for their offering to Ford’s until it’s actually... you know... offered. Model 3 is still basically in a Beta release.

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