Tesla ramping production and profitability

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Elon Musk urged Tesla workers to help Tesla achieve profitability in the third quarter.

There is some uncertainty about exactly how many Tesla Model 3s were produced in the third quarter. Estimates are about 55,000. This could be about $920 million in profit from the model 3.

Sandy Munro of Munro and Associates takes all kinds of cars apart and analyzes the parts and assembly processes. He claims that for every dollar a car maker pays to his company they are able to provide $20 in value from suggested improvements in parts and processes.

Sandy took apart the Model 3 and determined that the Tesla Model 3 is over 30% profitable. No other electric car is getting 30% net. At 3 minutes in the first video below.

The density of the Model 3 electronics and the integration of circuit boards is a symphony of engineering.

The Battery cell is 20% bigger and has 50% more power.

Initially Sandy was not impressed, but as he completed his teardown analysis and drove the Model 3 he became very impressed with it.

102 thoughts on “Tesla ramping production and profitability”

  3. Tesla does make great cars” Who says? Actually, they make crâppy cars. This has been well documented. “they’re clearly on an S curve and about to hit profitability” Who says? “They’re eating non-US car makers breakfast ” Who says? “saving the environment too;” No they are not. ” Rather than the vitriol could we have a reasoned post as to why you don’t like them as an organisation, please?” As I have REPEATEDLY STATED..it is the Musk Fluffers I go after. Haven’t you read anything?

  4. Tesla does make great cars””Who says? Actually”””” they make crâppy cars. This has been well documented.””””they’re clearly on an S curve and about to hit profitability””””Who says?””””They’re eating non-US car makers breakfast “”””Who says? “”””saving the environment too;””””No they are not. “””” Rather than the vitriol could we have a reasoned post as to why you don’t like them as an organisation”””” please?”””” As I have REPEATEDLY STATED..it is the Musk Fluffers I go after. Haven’t you read anything?”””””””

  7. Hey Warren – thanks for the amusing posts. Forgive me but I don’t understand why the negativity. Tesla does make great cars, they’re clearly on an S curve and about to hit profitability. They’re eating non-US car makers breakfast and saving the environment too; don’t you want your kids to breathe fresh air? Rather than the vitriol could we have a reasoned post as to why you don’t like them as an organisation, please? ( I currently drive a BMW) so am not a classic Musk Fluffer. That said I think his cars are pretty awesome and spaceX is gobsmackingly amazing. Look forward to your reply. 🙂

  8. Hey Warren – thanks for the amusing posts. Forgive me but I don’t understand why the negativity. Tesla does make great cars they’re clearly on an S curve and about to hit profitability. They’re eating non-US car makers breakfast and saving the environment too; don’t you want your kids to breathe fresh air? Rather than the vitriol could we have a reasoned post as to why you don’t like them as an organisation please? ( I currently drive a BMW) so am not a classic Musk Fluffer. That said I think his cars are pretty awesome and spaceX is gobsmackingly amazing. Look forward to your reply. 🙂

  9. Tesla is in a home stretch now and nothing can stop it. Since there is not logical reason of any kind to hate tesla the only people who post negative stuff about it are paid Russian trolls or short sellers. The first group are scum bags and the other are losers.

  10. Tesla is in a home stretch now and nothing can stop it. Since there is not logical reason of any kind to hate tesla the only people who post negative stuff about it are paid Russian trolls or short sellers. The first group are scum bags and the other are losers.

  12. “Tesla does make great cars”

    Who says? Actually, they make crâppy cars. This has been well documented.

    “they’re clearly on an S curve and about to hit profitability”

    Who says?
    “They’re eating non-US car makers breakfast ”

    Who says?

    “saving the environment too;”

    No they are not.

    ” Rather than the vitriol could we have a reasoned post as to why you don’t like them as an organisation, please?”

    As I have REPEATEDLY STATED..it is the Musk Fluffers I go after. Haven’t you read anything?

  14. Hey Warren – thanks for the amusing posts. Forgive me but I don’t understand why the negativity. Tesla does make great cars, they’re clearly on an S curve and about to hit profitability. They’re eating non-US car makers breakfast and saving the environment too; don’t you want your kids to breathe fresh air? Rather than the vitriol could we have a reasoned post as to why you don’t like them as an organisation, please? ( I currently drive a BMW) so am not a classic Musk Fluffer. That said I think his cars are pretty awesome and spaceX is gobsmackingly amazing. Look forward to your reply. 🙂

  15. It is EXTREMELY optimistic to claim that Australia is covered by a supercharger network. The Australian East Coast (admittedly where most of the population live) has about 75% coverage. The city of 130 000 people where I grew up has no supercharger within 700 km. The Tesla website itself claims that Australia is 22% covered.

  16. It is EXTREMELY optimistic to claim that Australia is covered by a supercharger network.The Australian East Coast (admittedly where most of the population live) has about 75{22800fc54956079738b58e74e4dcd846757aa319aad70fcf90c97a58f3119a12} coverage. The city of 130 000 people where I grew up has no supercharger within 700 km.The Tesla website itself claims that Australia is 22{22800fc54956079738b58e74e4dcd846757aa319aad70fcf90c97a58f3119a12} covered.

  17. Wait. Isn’t the current paradigm that military tech is hideously overpriced and underperforming? Or is that only on Tuesdays and Saturdays?

  18. Wait.Isn’t the current paradigm that military tech is hideously overpriced and underperforming? Or is that only on Tuesdays and Saturdays?

  19. Moron, Vuukle set me the email because you made the comment in reply to me. I never claimed you sent me the email directly.

  20. Moron Vuukle set me the email because you made the comment in reply to me. I never claimed you sent me the email directly.

  21. Yes you can. Not to mention the fact that all you could do is prove that Vuukle sent you the first email anyway, not that it came from me.

  22. Yes you can. Not to mention the fact that all you could do is prove that Vuukle sent you the first email anyway not that it came from me.

  25. Oh! So now you are making up fake email files, eh? That’s easier to do than photoshopping. They are essentially text files, after all.

  26. Oh! So now you are making up fake email files eh?That’s easier to do than photoshopping. They are essentially text files after all.

  29. I’d be happy to forward the email to anyone who’d like to see it. Emails are not image files, Warren. You are just a lying troll telling stup!d lies.

  30. I’d be happy to forward the email to anyone who’d like to see it. Emails are not image files Warren.You are just a lying troll telling stup!d lies.

  31. Same reason why I don’t believe any numbers from you: Bloomberg is Team Musk Fluffer. And at this point, I fully expect them to fake graphs/data with PhotoShop soon, too.

  32. Same reason why I don’t believe any numbers from you: Bloomberg is Team Musk Fluffer.And at this point I fully expect them to fake graphs/data with PhotoShop soon too.

  33. I’d be happy to forward the email to anyone who’d like to see it. Emails are not images file, Warren. You are just a lying troll telling stup!d lies.

  34. I’d be happy to forward the email to anyone who’d like to see it. Emails are not images file Warren.You are just a lying troll telling stup!d lies.

  35. Yes you did. See kiddies! This is the face of the Musk Fluffers. And Brett gets all bent out of shape when I use the term ‘fluffer’ because if isn’t ‘civil’? Well Brett.. there is no ‘civil’ discussion possible with these nutters. None. I mean, they are resorting to faking posts with photoshop now!

  36. Yes you did. See kiddies! This is the face of the Musk Fluffers.And Brett gets all bent out of shape when I use the term ‘fluffer’ because if isn’t ‘civil’?Well Brett.. there is no ‘civil’ discussion possible with these nutters. None. I mean they are resorting to faking posts with photoshop now!

  37. Hahahah! Now you are taking the pages straight out of the Democrat’s Playbook On Smearing GOP Judges With Bogus Accusations! That’s just rich! People take screenshots of Photoshopped sh!t all the time. Yawn. Where’s the REAL proof?

  38. Hahahah! Now you are taking the pages straight out of the Democrat’s Playbook On Smearing GOP Judges With Bogus Accusations!That’s just rich! People take screenshots of Photoshopped sh!t all the time. Yawn. Where’s the REAL proof?

  39. Since Bloomberg’s and Tesla’s numbers have always agreed closely, why are you disbelieving either of them? Oh right, you are pathological liar and troll.

  40. Since Bloomberg’s and Tesla’s numbers have always agreed closely why are you disbelieving either of them?Oh right you are pathological liar and troll.

  43. Nope, just a screenshot. Where you really screwed up is, you left your first post up several days. Likely several people saw it.

  44. Nope just a screenshot. Where you really screwed up is you left your first post up several days. Likely several people saw it.

  45. No moron, it means the numbers are good to within 5%.” Whose numbers? Tesla’s? I’d like to see independently verified numbers from a credible, outside auditing firm, thank you. Oh…Tesla can not…or more accurate to say, WILL NOT do that? Well…then. I guess that is that. ..won’t stop the Musk Fluffers from spreading the cooked books numbers as gospel tho, will it?

  46. No moron” it means the numbers are good to within 5{22800fc54956079738b58e74e4dcd846757aa319aad70fcf90c97a58f3119a12}.””Whose numbers? Tesla’s? I’d like to see independently verified numbers from a credible”” outside auditing firm thank you.Oh…Tesla can not…or more accurate to say WILL NOT do that? Well…then. I guess that is that…won’t stop the Musk Fluffers from spreading the cooked books numbers as gospel tho”” will it?”””

  47. Notice how Tommy is resorting to photoshopped fakes of ‘posts’, now? The Musk Fluffers sure are getting desperate. Can’t wait to see them all go nuts when the DoJ nails Musk to the wall.

  48. Notice how Tommy is resorting to photoshopped fakes of ‘posts’ now?The Musk Fluffers sure are getting desperate. Can’t wait to see them all go nuts when the DoJ nails Musk to the wall.

  51. Tesla is in a home stretch now and nothing can stop it. Since there is not logical reason of any kind to hate tesla the only people who post negative stuff about it are paid Russian trolls or short sellers. The first group are scum bags and the other are losers.

  54. tinyurl com/yasz29f9 is a link to a screenshot of my phone, where I got an email from Vuukle about WarrenTheTroll replying to one of my comments. He then later erased that comment seen there and swears he never posted it. He’s just a lying troll. He was claiming the video he linked to had something to do with Tesla Model3’s having an IPad glued into them, when in fact it was of a DIYer putting one into his not-a-Tesla car with a 3D printed bracket.

  55. tinyurl com/yasz29f9is a link to a screenshot of my phone where I got an email from Vuukle about WarrenTheTroll replying to one of my comments. He then later erased that comment seen there and swears he never posted it. He’s just a lying troll. He was claiming the video he linked to had something to do with Tesla Model3’s having an IPad glued into them when in fact it was of a DIYer putting one into his not-a-Tesla car with a 3D printed bracket.

  56. It is EXTREMELY optimistic to claim that Australia is covered by a supercharger network.

    The Australian East Coast (admittedly where most of the population live) has about 75% coverage. The city of 130 000 people where I grew up has no supercharger within 700 km.

    The Tesla website itself claims that Australia is 22% covered.

  66. Same reason why I don’t believe any numbers from you: Bloomberg is Team Musk Fluffer.

    And at this point, I fully expect them to fake graphs/data with PhotoShop soon, too.

  68. Yes you did.

    See kiddies! This is the face of the Musk Fluffers.

    And Brett gets all bent out of shape when I use the term ‘fluffer’ because if isn’t ‘civil’?

    Well Brett.. there is no ‘civil’ discussion possible with these nutters. None. I mean, they are resorting to faking posts with photoshop now!

  69. Hahahah! Now you are taking the pages straight out of the Democrat’s Playbook On Smearing GOP Judges With Bogus Accusations!

    That’s just rich!

    People take screenshots of Photoshopped sh!t all the time. Yawn. Where’s the REAL proof?

  70. Since Bloomberg’s and Tesla’s numbers have always agreed closely, why are you disbelieving either of them?

    Oh right, you are pathological liar and troll.

  75. ” No moron, it means the numbers are good to within 5%.”

    Whose numbers? Tesla’s?

    I’d like to see independently verified numbers from a credible, outside auditing firm, thank you.

    Oh…Tesla can not…or more accurate to say, WILL NOT do that?

    Well…then. I guess that is that.

    ..won’t stop the Musk Fluffers from spreading the cooked books numbers as gospel tho, will it?

  76. Notice how Tommy is resorting to photoshopped fakes of ‘posts’, now?

    The Musk Fluffers sure are getting desperate. Can’t wait to see them all go nuts when the DoJ nails Musk to the wall.

  78. Translation: It’s all bs. Now watch the Musk Fluffers in high gear, making outlandish and unfounded declarations in response to what you just said. Oh wait! Igor has already proved me correct! And Tommy is playing ‘shoot the guy who asks questions that embarrass our Musk God of Fraud!’. Love it. Proves everything I say about the Musk Fluffers as correct. Every time.

  79. Translation: It’s all bs.Now watch the Musk Fluffers in high gear making outlandish and unfounded declarations in response to what you just said. Oh wait! Igor has already proved me correct!And Tommy is playing ‘shoot the guy who asks questions that embarrass our Musk God of Fraud!’. Love it. Proves everything I say about the Musk Fluffers as correct. Every time.

  83. tinyurl com/yasz29f9

    is a link to a screenshot of my phone, where I got an email from Vuukle about WarrenTheTroll replying to one of my comments. He then later erased that comment seen there and swears he never posted it. He’s just a lying troll. He was claiming the video he linked to had something to do with Tesla Model3’s having an IPad glued into them, when in fact it was of a DIYer putting one into his not-a-Tesla car with a 3D printed bracket.

  86. There’s uncertainty because they haven’t released their Q3 production numbers to the public yet. I think that’s pretty obvious. We’re going purely off forecasts and estimates published in the press, but from all the evidence so far it looks as though they met their ambitious targets. Keep in mind that every goal Tesla announces to the public is designed to be overly ambitious. Setting overly ambitious public goals pressures the company into working harder to achieve that goal faster. People need to realize that scaling a car company from 0 cars per year to 300,000 cars per year in six years is extraordinary, especially when all the cars are high-quality, electric and semi-autonomous. Meeting their production targets six months late isn’t important in the long-term picture, they’ve got 80% of the US electric vehicle market, the Model 3 was the highest grossing car sold in the US in August, all evidence points to positive cash flow in Q3 and Q4, they’re years ahead of the competition in autonomous vehicle hardware and data, they have an entire continent of proprietary superchargers that only Tesla-owners have access to, they’ve built a fresh hip brand.

  87. There’s uncertainty because they haven’t released their Q3 production numbers to the public yet. I think that’s pretty obvious. We’re going purely off forecasts and estimates published in the press but from all the evidence so far it looks as though they met their ambitious targets. Keep in mind that every goal Tesla announces to the public is designed to be overly ambitious. Setting overly ambitious public goals pressures the company into working harder to achieve that goal faster. People need to realize that scaling a car company from 0 cars per year to 300000 cars per year in six years is extraordinary especially when all the cars are high-quality electric and semi-autonomous. Meeting their production targets six months late isn’t important in the long-term picture they’ve got 80{22800fc54956079738b58e74e4dcd846757aa319aad70fcf90c97a58f3119a12} of the US electric vehicle market the Model 3 was the highest grossing car sold in the US in August all evidence points to positive cash flow in Q3 and Q4 they’re years ahead of the competition in autonomous vehicle hardware and data they have an entire continent of proprietary superchargers that only Tesla-owners have access to they’ve built a fresh hip brand.

  88. ” Translation: It’s all bs. ” <-- No moron, it means the numbers are good to within 5%. " And Tommy is playing 'shoot the guy who asks questions that embarrass our Musk God of Fraud!'. " <-- What questions, you haven't asked any. All you've done is insist reality is what you want it to be. Munro's analysis is a published fact. Bloomberg's tracker has average within a few percent of the actual count. Because you are only a lying troll throwing FUD, you lose.

  90. Bloomberg’s Model 3 tracker estimates 53,330 for the third quarter. They have been reasonably close so far. Their methodology has been to take VIN registrations (by Tesla, before a car is built), and reported VINs by owners and observers in the field (after delivery), then averaging them.

  91. Bloomberg’s Model 3 tracker estimates 53330 for the third quarter. They have been reasonably close so far.Their methodology has been to take VIN registrations (by Tesla before a car is built) and reported VINs by owners and observers in the field (after delivery) then averaging them.

  92. Translation: It’s all bs.

    Now watch the Musk Fluffers in high gear, making outlandish and unfounded declarations in response to what you just said.

    Oh wait! Igor has already proved me correct!

    And Tommy is playing ‘shoot the guy who asks questions that embarrass our Musk God of Fraud!’.

    Love it. Proves everything I say about the Musk Fluffers as correct. Every time.

  93. Trying to read the article while Nicki Manaj (?) is sticking her tongue out on the page is really disgusting. I really wish the advertisements on this site were checked because they seem to have nothing to do with science/technology/current events.

  94. Trying to read the article while Nicki Manaj (?) is sticking her tongue out on the page is really disgusting. I really wish the advertisements on this site were checked because they seem to have nothing to do with science/technology/current events.

  96. There is some uncertainty about exactly how many Tesla Model 3s were produced in the third quarter.” What do you mean there is ‘uncertainty’. Either Tesla produced X number of cars or didn’t. Where is this ‘uncertainty’? Now watch the Musk Fluffers attack me for simply asking (yet again) a very logical and simple question. But one does not ask such questions else the Kool Aid drinkers start accusing you of holding short positions on Tesla stock or worse.

  97. There is some uncertainty about exactly how many Tesla Model 3s were produced in the third quarter.””What do you mean there is ‘uncertainty’. Either Tesla produced X number of cars or didn’t. Where is this ‘uncertainty’?Now watch the Musk Fluffers attack me for simply asking (yet again) a very logical and simple question. But one does not ask such questions else the Kool Aid drinkers start accusing you of holding short positions on Tesla stock or worse.”””

  99. There’s uncertainty because they haven’t released their Q3 production numbers to the public yet. I think that’s pretty obvious. We’re going purely off forecasts and estimates published in the press, but from all the evidence so far it looks as though they met their ambitious targets.

    Keep in mind that every goal Tesla announces to the public is designed to be overly ambitious. Setting overly ambitious public goals pressures the company into working harder to achieve that goal faster. People need to realize that scaling a car company from 0 cars per year to 300,000 cars per year in six years is extraordinary, especially when all the cars are high-quality, electric and semi-autonomous. Meeting their production targets six months late isn’t important in the long-term picture, they’ve got 80% of the US electric vehicle market, the Model 3 was the highest grossing car sold in the US in August, all evidence points to positive cash flow in Q3 and Q4, they’re years ahead of the competition in autonomous vehicle hardware and data, they have an entire continent of proprietary superchargers that only Tesla-owners have access to, they’ve built a fresh hip brand.

  100. Bloomberg’s Model 3 tracker estimates 53,330 for the third quarter. They have been reasonably close so far.

    Their methodology has been to take VIN registrations (by Tesla, before a car is built), and reported VINs by owners and observers in the field (after delivery), then averaging them.

  101. Trying to read the article while Nicki Manaj (?) is sticking her tongue out on the page is really disgusting. I really wish the advertisements on this site were checked because they seem to have nothing to do with science/technology/current events.

  102. “There is some uncertainty about exactly how many Tesla Model 3s were produced in the third quarter.”

    What do you mean there is ‘uncertainty’. Either Tesla produced X number of cars or didn’t.

    Where is this ‘uncertainty’?

    Now watch the Musk Fluffers attack me for simply asking (yet again) a very logical and simple question. But one does not ask such questions else the Kool Aid drinkers start accusing you of holding short positions on Tesla stock or worse.

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