Inventory grew to 8 days. Even though shanghai was shutdown and Berlin/Austin are ramping more slowly than previously built factories. Hmm. Why are they ramping so slow. It shouldn't be an ops/design issue.
He blamed logistics, but there is a surplus of trucks in US right (that part of supply chain was over built and rates are tanking) and there is literally no ship/train backlog. So you only find yourself with a shipping constraint if you surprise needed to ship more goods than expected, or you are full of it 😁
I rode in my buddies Tesla X back seat for 6 hours. Was the worst comfort expecience of my life. Not to mention, like you, his car is in the shop every month. BMW's EV looks way cooler at a lower price.
Byd is also eating tsla lunch in china. Check out the ramp curves.
I love Elon for what he did in terms of accelerating adoption and helping the planet but I agree the stock is wayyy overvalued still.
Definitely demand side issues.
Inventory grew to 8 days. Even though shanghai was shutdown and Berlin/Austin are ramping more slowly than previously built factories. Hmm. Why are they ramping so slow. It shouldn't be an ops/design issue.
He blamed logistics, but there is a surplus of trucks in US right (that part of supply chain was over built and rates are tanking) and there is literally no ship/train backlog. So you only find yourself with a shipping constraint if you surprise needed to ship more goods than expected, or you are full of it 😁
I rode in my buddies Tesla X back seat for 6 hours. Was the worst comfort expecience of my life. Not to mention, like you, his car is in the shop every month. BMW's EV looks way cooler at a lower price.
Byd is also eating tsla lunch in china. Check out the ramp curves.
I love Elon for what he did in terms of accelerating adoption and helping the planet but I agree the stock is wayyy overvalued still.