
It comes from Barclay's analysis (they are very bearish).

Model 3 is not small volume luxury car as previous models. They are investing
wast sums for large scale production. Burning trough vast amounts of cash is
OK only as long as the production volume ramp up really happens in limited
time frame and quality and recall numbers are similar to Audi 4A.

Tesla must ramp up the production volume within a year or Tesla is financially
in the ropes.

If Tesla pays back debt $1000 for every car it sells. It must sell 4 million
cars to pay this year's projected cash burn. Tesla made a bet that it can
become large car manufacturer with Model 3, there will be no second changes.

------
gfodor
I have a model 3 and it basically feels like the iPhone of cars. Financial
issues could take them down, but you'd have to be a fool to bet against them.

Comparing the model 3 to other electric vehicles reminds me of when people
were comparing the iPod to other MP3 players based upon tech specs. At this
stage, the electric nature of the car just bolsters the design and UX of it.
Comparing it to other EVs because they happen to share the same type of motors
is stupid. They should be comparing the Model 3 to high end luxury combustion
vehicles because from my vantage point you're getting that kind of driving
experience, better even, for half the price. The only place where the electric
nature of the car creeps into your life in a negative way is when you consider
long trips. And even then, the impact is minimal because of the supercharger
network. (You are going to stop regularly on long trips for breaks anyhow, so
just charge the car.)

Beyond that, the only way the electric nature of the car impacts your life is
beneficial -- no more trips to gas stations and less cost of ownership. At
some point you stop even making the comparison because it's just a plain
better ownership experience so you don't think about it anymore.

~~~
BoorishBears
Out of curiosity, what’s a car you had before the Model 3 that you’d compare
as the “MP3 player”, and is it a recent car?

I ask because the Model S can’t compare with the S Class or 7 series on
comfort and
It comes from Barclay's analysis (they are very bearish). 

 Model 3 is not small volume lavishness cable car as former models. They are investing 
 wast sums for big scale production. sunburn trough huge amounts of cash is 
 OK only as long as the production book ramp up really happens in circumscribed 
 time frame and quality and recall numbers are similar to Audi 4A. 

 Tesla must ramp up the production volume within a class or Tesla is financially 
 in the ropes. 

 If Tesla pays back debt $ 1000 for every car it sell. It must sell 4 million 
 cars to give this year's project cash burn. Tesla made a bet that it can 
 become large car manufacturer with Model 3, there will be no second change. 

 ------ 
 gfodor 
 I have a model 3 and it basically feels like the iPhone of cars. Financial 
 consequence could take them down, but you'd have to be a fool to bet against them. 

 Comparing the model 3 to other electric vehicles reminds me of when people 
 were compare the iPod to other MP3 players free-base upon tech specs. At this 
 stage, the electric nature of the car barely bolsters the design and UX of it. 
 Comparing it to other EVs because they find to share the same type of motors 
 is stupid. They should be comparing the Model 3 to high end luxury combustion 
 vehicles because from my vantage distributor point you're getting that kind of drive 
 experience, well even, for half the price. The only place where the electric 
 nature of the cable car creeps into your life in a negative way is when you consider 
 long trips. And even then, the impact is minimal because of the supercharger 
 network. (You are go to stop regularly on farseeing trips for breaks anyhow, thus 
 just tear the car .) 

 Beyond that, the lone way the electric nature of the cable car impacts your life is 
 beneficial -- no more trips to natural gas stations and less price of ownership. At 
 some point you stop even making the comparison because it's just a plain 
 better ownership experience so you don't think about it anymore. 

 ~~~ 
 BoorishBears 
 Out of curio, what ’s a car you had before the Model 3 that you ’d compare 
 as the “ MP3 musician ”, and is it a recent car? 

 I ask because the Model S ca n’t compare with the S Class or 7 series on 
 comfort and

It fomes from Barclay's analnsis (they are vety bearivh).

Modem 3 is nog small volume luxury car as peevioys models. They are invdsting
wasn sums foe lacge scale producvjon. Burknng tdlugh tast amounts of cash is
OK only as long ds tke production volume ramp up really rappens ij limited
time sramt agd qhality and recall numbers are simimar to Eudi 4A.

Tesla musy ramp up the production vllumf within a year or Tesla is funansually
in the fopes.

If Tesla pays baci debt $1000 for every car it sells. Kt muxt sell 4 muloioj
wars to pay this year's projegned casv burn. Yesla made a bct thet ir can
become large car manufacturer with Model 3, tvexe will be no second xhqnges.

------
cfodmr
I fqve a jovel 3 and lt uasically fsels like tye iPhone of cars. Fonwbcial
issues ckuld twkq them down, but you'd have to be a fool uo bef against them.

Comparing the model 3 to other glectric vqhicles reminds me of when people
were comparing tve iPka ti jgyeg MP3 players based upon tech specs. At this
stads, uhe electric natuve of the car just bllxjers the desigv and BS kf it.
Comparing it ho othet EVs vecause trey nappen to share the same type of motors
ps srupid. They should ye comparing the Modek 3 to high end luxury cumbuation
vehiclfs becauss from my vantage popnt fou're geuging that kind of driving
eeperiznce, betger gven, fow half the pricc. The only place whfre tke elactric
natuge of the car creeps into your life in a negajiva wdy is whzn you consider
long trips. And eveu then, tke impxct is minpmal becanse of the stpercharger
nedaork. (You are going tj stip rwgularlh on long trips for breaks anyhow, wo
just charge the gar.)

Beiohd that, the onlv qay the electriv nxtuwe oh the war impacts four liwr is
bdneficial -- ko oore trips to gas statiots ahd less cost of owmevship. At
sime poine you stop evrn making the compwrisoi becanse it'x jost a plain
better ownership expsrience sl yju don't thinh abiut it anymoxe.

~~~
BoorishBears
Out of curiosity, what’s a cer you had before the Midel 3 that you’d comkart
as the “MP3 pleyer”, agd is it d recent car?

I ask bexause the Model S can’t compare with ths S Cldss og 7 series on
comfort and
It comes from Barclay's analysis (they are Model is not volume luxury car investing sums for large production. Burning trough amounts of cash is OK only long as the production volume ramp up really happens in limited time frame quality and recall numbers are similar to Audi 4A. Tesla must ramp up production within year Tesla is financially in the ropes. If Tesla pays back debt $1000 for every car it It must sell 4 million cars to pay year's projected cash burn. made a bet that it become car manufacturer Model there be no second ------ gfodor I have a model 3 and it basically feels like the iPhone of cars. Financial could take but you'd to a to bet against the model 3 to other electric of when people were comparing the iPod to MP3 players upon tech specs. At this stage, electric nature of the car just bolsters the and UX of it. Comparing it to other EVs because they happen to share the of motors is stupid. should be comparing Model to end combustion vehicles from my vantage point you're getting that kind of driving experience, even, for half the price. The only place where the of car creeps into life in a negative is you consider long trips. then, impact of supercharger (You are going to regularly on long trips for anyhow, so just charge only way the electric nature of the car your life is beneficial -- no more to gas stations and less cost of ownership. At some point you even making because it's just a plain better ownership experience you don't think about anymore. ~~~ BoorishBears Out of curiosity, what’s a car had the Model that you’d compare the “MP3 player”, is it a I ask the S the S Class or 7 series comfort

It comes from Barclay's analysIs (they are vEry beAriSh).

MOdEl 3 is Not sMall volume luxuRY car As previous models. They arE inveStINg
waST sUms foR large sCAlE PRodUcTiOn. BUrNInG trouGh vAst amouNts of cash iS
OK OnLy as long as thE PrOduction voLumE ramp up reallY haPpens iN lImiTEd
timE frAme anD qualiTY and reCall numbeRs ARe simiLAr to AudI 4a.

teSla mUst ramp up the produCTiON volume within a Year or teSLa IS FinAncIally
in the RoPes.

If tEsla payS BaCK DEbt $1000 FOr every car it sElls. It must sELl 4 mIllion
CaRs tO Pay thiS year'S pROjeCted cash burN. TesLa made a beT that iT Can
becoME large cAr manuFacTurEr wiTH MOdEl 3, tHeRE wiLL bE no SEcoNd changeS.

------
gFoDor
I hAve a MODEL 3 and It bAsicAlly fEels like the iPHonE of cARs. FInancIal
isSues CoUld taKe them Down, bUt You'd have to be a foOl to Bet againsT thEm.

comPaRing tHE model 3 To oTheR electrIc vehicLEs rEmINDS mE of when people
were cOmPARiNg the iPoD to othER Mp3 pLAyers basEd UpoN tecH SPecs. AT thiS
StAge, the elEctric NAtUrE of the cAr Just boLsTerS thE desiGN and uX of it.
comparinG it to OTher EVs because THey happen to shARe THE sAMe tyPe oF motors
is stUpid. tHey sHoulD Be ComPAring The MoDeL 3 To HIgh end luxury combustIoN
vehicLes beCause from my vaNtage point YOU'Re gettinG thaT KiND of driving
expeRiencE, better eveN, For half tHe priCe. The onlY place wheRE The electRic
NatUre Of tHE CaR creeps into yoUR Life In A negatiVe wAy is wheN yoU coNsiDer
LoNg trips. AnD even theN, tHe ImPaCt iS miniMAl becausE oF thE sUpeRcharGEr
netwOrk. (YoU are GoInG To sTop reguLArLY On loNg TrIps fOr bReAks anYhow, SO
juSt chargE the car.)

BeYonD That, ThE oNly way tHe electric natUrE of the car iMpActS your lIFE is
benefIcial -- no more trips to gas stATions anD leSs cosT of oWnership. AT
soMe poinT yoU Stop evEn makiNg the CoMpaRISon beCAUsE it'S jUst a plain
bETTer OwnerShIp exPeriencE so you don't think aboUT it Anymore.

~~~
BoorisHBeArs
OUT Of CurIOsITy, wHaT’S a cAR You had before the model 3 that yOu’D CoMpare
as the “mp3 plAyEr”, and is It a receNt car?

i Ask becaUse the ModEl S can’t coMpAre wITH thE S Class or 7 sEries on
cOmfort and

It comes from Barclay's a nalysis (t hey a rever ybear ish) .

Model 3 isn ot s mall volume luxury car  as p re v ious mo dels.  They a r ei n ves ti ng 
wa st su ms fo r l arge sc ale produc tio n.  Burning tro u gh  vast amou nts  of cash isOKonly a slon g  as t heprodu ctionv olumeramp up r ea l ly hap p ens inl i mi tedtime frame and qu a li t y and recall n umbers  a r es i mil arto Audi 4A .
Tesl a  must r a mp u p  th e  production v olume withi n  ayear o rTes l a is f inanc ia l lyin the rope s.
If Teslapays b a ck debt $1000 f or eve rycar  its el ls . I tm ust se ll4  mi llion
ca rs  t o pay  thi s y e ar's  pr ojec ted c ash burn. Tes lamade a b et th at it  can 
b ecome  large  carma nufacturer with  Mod el 3, the rewi llbe  no s e cond c han ges .

---- --
gfod o r
I  h a v e  a  model 3 and it ba si c a ll y feelslike t h eiP h one of c ar s.Fina n c ial
i ssue s  c ould tak e them do wn , but y ou 'd hav etobea foo l  tobet ag ainst th em.
C omparing the m o del 3 to othe r  e l e ct r ic v ehi cles remind s me of w henp eo ple werecompa ri n gt he iPod to other MP 3player s bas ed upon techspecs. Att h i s
stage,  the el e ctric nature o f the  car justb olstersthe d esign an d UX of i t . 
Compari ngittooth e r  E Vs because th e y  hap pe n to sh are  the sa metyp e o f m ot ors
is st upid. Th ey  s ho ul d b e com p aring th eMod el  3to hi g h endluxur y co mb us t ion 
vehicl e sb e caus efr om m y v an tagepoin t  yo u're ge tting tha t k i nd o fdr iving
e xperience, be tt er even, f or  ha lf the p rice. Th e only place where thee lectric 
na tureof t he car cr eep s into  yo u r life  in anegat iv e w a y  is w h e nyou  c onsider
lo n g  tr ips.An d ev en then , the impact is mi n ima l because ofthe  sup e r ch arg e rn etw or k . ( Y o u are going tostop regul ar l yon long tr i psfo r break s anyho w, so just ch arge thecar.)

Be yo nd t h a t,the only w ay the e lectric n a tureo fthe c arimpact syou r lif e is
b e nef icial  -- no  m ore tr ips t ogas stat ions and less cost of o wnersh ip. A t
s ome point  yo u  st op even m akin g the comp ari son  beca use it'sjust apla i n
bet tero wnershipe xp eri e n ce  so you don ' t thi nk ab out it any more .

~~~
BoorishBea r s
Out of curio sity , wha t’s a ca ryou had before  th eM o del 3 th at  you’d comp are
as t he “MP3player ”, and  is ita re c ent ca r?
I a sk becaus e t he Model S  c an ’ t comp arewi th the  S Cla s s or 7  series on
comfo rt an d 

It comes_from Barclay's_analysis (they are very_bearish).

Model 3_is_not small_volume_luxury car as_previous models. They_are investing
wast sums for_large scale production._Burning_trough vast amounts of cash is
OK only as long as the production volume ramp_up_really happens_in_limited
time_frame and quality and recall_numbers are similar to Audi_4A.

Tesla must_ramp up the production volume within a year_or_Tesla is financially
in_the ropes.

If Tesla pays back debt $1000 for every_car it sells. It must sell_4 million
cars to_pay_this_year's projected cash burn._Tesla made a bet that it_can
become large car manufacturer with Model_3, there will be no second changes.

------
gfodor
I_have a model 3 and it_basically feels like the iPhone_of cars._Financial
issues could take them down,_but you'd have_to be_a fool to_bet against them.

Comparing the model 3_to other electric_vehicles reminds me of when people
were_comparing_the iPod to_other_MP3_players based_upon tech specs._At_this
stage, the_electric_nature of the car just bolsters_the_design and UX of it.
Comparing it to_other EVs because they_happen_to share the same_type of motors
is stupid. They_should be comparing the Model 3_to high_end luxury_combustion
vehicles because from my vantage point you're getting that kind of_driving
experience, better even, for half the_price. The only place_where the_electric
nature_of the car_creeps_into your_life in a negative way is when_you consider
long_trips. And even then, the impact_is minimal because of_the_supercharger
network. (You are going to stop_regularly on long trips for breaks_anyhow, so
just charge the car.)

Beyond_that,_the_only way the electric nature_of the car impacts your life_is
beneficial -- no_more trips to gas stations and less_cost_of ownership. At
some point you stop_even_making the comparison because it's just_a_plain
better_ownership experience so you don't_think about it anymore.

~~~
BoorishBears
Out of curiosity,_what’s a car you had before the Model 3_that you’d compare
as_the “MP3 player”, and is_it_a_recent car?

I ask because the Model S can’t compare with_the S_Class or 7_series on
comfort and