Tesla’s New Car Smell
Jean-Louis Gassée

Tesla guidance on last conference call repeatedly downplayed the Q3 deliveries guidance and emphasized guidance for the end of Q4 run rate.

They also have stated 25k deliveries per quarter of Model S/X is their production capacity and likely near the total market. They have no plans to expand.

Also, the competition is not taking EVs seriously because they have too many conflicts of interest.

I urge you to read the conf call transcript from last quarter before posting further opinions on this topic… because it’s clear that you have not.

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