Electrek reports that several suppliers have received orders from Tesla to resume the company’s guidance of 5,000 units per week. This seems to indicate that Tesla have overcome the production bottlenecks. Note that the tech blog also mentions that this might not instantly translate proportionately into deliveries, since if the parts are now being produced… Read More Tesla: Suppliers hint at Model 3 production rate on its way to 5,000 units weekly

Summary There’s too much emphasis on cash flow statements, and financials in general, when evaluating Tesla. The mismatch between current operating cash flow and Capex for the Model 3 make it impossible to understand the current state of affairs using just financials. Philip Fisher used scuttlebutt techniques. The internet has taken it to a whole… Read More What Musk’s Biography Can Tell You About Tesla Surviving The Production Hell