With all of the data tallied, we have one electric car in the top 20*, or in the top 10 actually — the Tesla Model 3. The Model 3, based on our estimates (with support from EV Volumes), lands in the #10 spot in the USA in November among all cars. For the first 11 months of the year, the Model 3 was in the #9 position.
Tesla critics and short sellers have moved a lot of goal posts. I recently highlighted this a bit with the articles “7 Things Tesla Couldn’t Do” and “7 More Things Tesla Couldn’t Achieve,” and have done so much more in our long-running “Tesla Flashbacks” series. Twitter user “The Short Shorts Historian”/@TeslaHistorian recently tackled this matter using another format — a timeline.
I wrote an article a few days ago about 7 things Tesla “couldn’t do,” according to top experts in the auto field. As it turns out, these are things Tesla actually went ahead and did, while blowing nonchalant kisses at the crowd.
Some other ideas for things “experts” were convinced Tesla couldn’t do have come to mind, so here’s a sequel to the article from the other day.
The Tesla Model 3’s #6 position in 3rd quarter US car sales* seems both shockingly high and surprisingly low at the same time. No, this is not a trick — I’m serious.
All my talk this week about fairy tales started with the Tesla [TSLA] bear assumption that the Tesla factory in Shanghai was a huge mistake. Lack of demand in China following all of that investment would bring inescapable bankwuptcy soon. Really soon now. Any day. Really.
What would a Tesla fairy tale in China look like? Well, that depends on whether you’re a Tesla bear or Tesla bull. Let’s have a look at two scenarios.
Preface: I first published this article in March 2018. A recent tweet highlighting a 2014 interview with Elon Musk reminded me of it, and since the piece is as relevant today as ever, I’m reposting it below with only minor changes. Enjoy!
It is not often that the Wall Street analysts prove Elon Musk right by themselves being wrong within just a few days.
It’s time for quarterly Tesla production and delivery numbers — or almost time for them. But don’t mistake either of these for sales.
Full disclosure: I’m a Tesla shareholder, and I did not feel misled by Tesla statements regarding Model 3 production, so I did not think a class-action lawsuit against Tesla on that topic made sense.
