Re:Former Tesla Firmware Engineer Discusses the System
by karpodiem on Saturday August 25, 2018 @04:22PM
(#17842403)
A key supplier may have gone cash on delivery (no more net 120 terms) because M3 production this week has been at a stand still - https://twitter.com/skabooshka/status/1032409945407250434
And - https://twitter.com/Paul91701736/status/1033136573615730688
All the first hand Twitter intelligence is gathered by people who are short on TSLA. They see the ground level reality.
• In July, over 60,000 test drive requests in the US alone
• 5000 Model 3 new net orders in one week in mid-July
• Total deposits greater than total refunds in the twelve months ending April 2018
• Reports of Cancellations Outpacing Orders proved to be False wording
Meaningless negative indicators include Goldman Sachs analyst David Tamberrino saying Model 3 social media activity had lessened and frequent critic Latrilife said Tesla’s Burbank Airport lot is under 24/7 surveillance
Sources include:
• Seekingalpha.com/article/4189303-tesla-short-thesis-model-3-demand-wrong
• Seekingalpha.com/article/4179986-tesla-model-3-reservations-tip-iceberg