Re:Tesla's Model 3 volume production target pushed back again
by erikpukinskis on Thursday January 04, 2018 @10:02AM
(#16070743)
The entire car part of Tesla’s business could disappear and it would still have a story for shareholders in stationary storage alone. They’ve said half of their battery production will go there. Think about what that means for revenue.
The Semi is a huge market.
And even if Model 3 didn’t exist and Tesla pushed itself as developing Model S as the number one car for self driving mobility services, they’d still have a claim at the lions share of the automotive market. Vehicle cost is a much smaller concern in the post-self-driving world.
Let’s imagine Model 3 only pulls Model S numbers, and their annual production only goes to 200k by 2020. I don’t think that’s enough to see a total collapse of the stock the way you seem to be suggesting.
I think Elon has many more cards in play than you let on.
The Semi is a huge market.
And even if Model 3 didn’t exist and Tesla pushed itself as developing Model S as the number one car for self driving mobility services, they’d still have a claim at the lions share of the automotive market. Vehicle cost is a much smaller concern in the post-self-driving world.
Let’s imagine Model 3 only pulls Model S numbers, and their annual production only goes to 200k by 2020. I don’t think that’s enough to see a total collapse of the stock the way you seem to be suggesting.
I think Elon has many more cards in play than you let on.