Will Tesla Model 3 Production Reach Goal? Let’s Do the Math

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Below are the stories from today’s show —

// Referral program ending Apr 30, likely will continue but I wouldn’t wait to buy
* Get free supercharging at https://teslanomics.co/td

// Model 3 Production Surge
https://www.bloomberg.com/hyperdrive
https://www.bloomberg.com/graphics/2018-tesla-tracker/#
* Jump from 800 to 975
* Far from 2,500 goal w/ 1 week to go
* Hopefully just the begging of the S-Curve


This is the last week of production before Tesla reports its quarterly progress. Our weekly estimates don’t respond quickly enough to capture a last-minute burst in production.

My estimate
https://public.tableau.com/profile/bens#!/vizhome/TeslaModel3DeliveryRampEstimate2018Q1/viz?publish=yes

// Bloomberg Estimate
https://www.bloomberg.com/gadfly/articles/2018-03-23/tesla-stock-debt-model-3-production-point-to-cash-crunch

// Uber Self-Driving Car Fatality
https://www.nytimes.com/interactive/2018/03/20/us/self-driving-uber-pedestrian-killed.html
* Sad, wish we could slow the pace down
* Really upset they put the interior view online
* Should not have released the drivers name
* One step at a time

// Elon Deletes Facebook Pages

Elon Musk deletes own, SpaceX and Tesla Facebook pages after #deletefacebook


* challenged on twitter #deletefacebook
* responded in kind, deleting SpaceX, Tesla and Elon Musk page
* Can’t believe this, irresponsible and childish
* Strike against him as CEO
* Causes tons of issues for his social media team
* Fake pages everywhere
* PR team already stretched thin
* Another reason I would never work for him

// Sat reply

// Model 3 Reservations in Canada

* Current owners only
* First production only
* 45,600 CAD
* 63,100 CAD Total (including $1,000 credit)
* Why do this?
* Tax credit
* As of Feb 165K

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