Telsa Model 3 Preorders Blow Past 325,000 Units - Can The Supply Chain Keep Up With This Pace?

Lots of time to get the production system lined up for a product due out in 20 months or more. The key is get the design frozen and tooling etc. done in the near term. Like Boeing or Airbus Tesla will stretch out delivery of these "reservations" over a few years. Worst thing they could do is ramp up to big volume only to find out that the ongoing steady state volume, while possibly still good, is much lower. Rate limiter may be their own new battery factory unless they have alternatives. As competitors come on stream other battery factories may give that group priority over supplying to the new battery competitor Tesla.

The supply chain will be the least of Tesla's problems. If Tesla loses at least $10,000 on every $100,000 vehicle they sell, then logic would have it that they will also lose a ton a money per vehicle on every $30-$40,000 Model 3 they sell.

It is flat out impossible that Tesla can sell a Model 3 for the $30,000 to $40,000 they promote as the retail price before rebates. Prediction - the Model 3 will go out the door for 340i, C300, A4 money - out the door well-optioned at $60,000. They will end up offering a stripper for $35,000 but it will not be a vehicle that meets the expectations of the customers, nor will ANY sell at that price in reality.

This is Model X all over again - come place your pre-order deposit for a a Model X SUV that will list for $70,000. (...4 years goes by...) Please give us $110,000 for a Model X because we are selling the "fully optioned" ones first. Oh, you are refusing delivery and asking for your deposit back....if we are not yet in Chapter 11, we will be happy to reimburse you, else you are out.

Its a shell game. I am not a Tesla hater. I love the Model S - it is fantastic, however there is a very obvious pattern of "bait and switch" going on here.

In a word, no. The build out of this many units would be 5-7 years given capacity.

Elon is pocketing 350 million dollars.

Tesla has stunned the industry by building a top rated vehicle in short order. Building a volume model at high quality is readily achievable as the Japanese do time and time again. The preorders gives Musk the full speed ahead for his volume plan. It will be an interesting next few years.

Tesla will be bankrupt or bought out within 3 years.

Yes. And the Earth is flat.

009, why do you use outdated renderings of Tesla products instead of readily available images of the actual products? Is it your way of showing disdain for the brand?

I like the Maserati tesla picture that's used.... Smh can't be that hard to google image the correct pic