94 – 7000 cars, 7 days

We discuss Tesla’s Q2 Vehicle Production and Deliveries report. How Tesla produced 7,000 vehicles in the final 7 days of the quarter, of which 5,000 were Model 3. We discuss how production is ramping on Model 3 and how it matches their expectations, and what they’ve done with deliveries. Then we debate if this rate is sustainable and how useful Elon’s being at the factory really is to production ramping.

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