As Per Joe Tegtmeyer's July 15th video.
Right, but if they had excess demand they would be able to make more vehicles by keeping production open more days. They are getting faster and more efficient, but they also don't have the orders and/or components to justify more production days.
You're making big assumptions based on very little information. There are 100 reasons they may have gone to this production schedule. Fact is they're still ramping up and if demand was tanking they would not still be focused on just FS.
No. It's logic. No assumptions at all. When we saw demand ramp globally last year China and Germany were working full weeks, but demand has softened and they are doing 4 day weeks. The 125k run rate is based on a full week. Even though they've cut days and lowered potential production, they are still consistently getting more efficient which means they didn't drop in moving to 4 days, but they absolutely would make a lot more vehicles with those 3 extra days.
Different SCs have different mixes and I think the production rates are likely higher than the 1400 previously reported. Anecdotally, Charlotte SC said they are delivering between 4-6 per week about 1.5 weeks ago. They said they've had some weeks of much higher and some weeks of 0.
Oh let's see... the handling, the sound of the motors, the wicked quick acceleration, robo security voice, 4 wheel steering, showing off the tonneau cover, the light show, playing 2 player vampire survivors on the screen, the look of the truck... but I think on the top of the list is seeing the wild excitement from kids. A couple weeks ago, there was a bus full of cheering, clapping kids in front of my truck in traffic. So cool to see.
Obviously, you don't have a Cybertruck yet!
