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I'm not at all implying that the money will go poof. What I do mean is that inability to meet demand is actually an incredibly serious problem for a car manufacturer - one that's more closely associated with failing Soviet enterprises, regardless of spin to the contrary. Having three years of cars in your backlog isn't winning. Waiting three years for your car to arrive isn't revolutionary.

Meanwhile, Detroit produces more cars then that in two weeks.

Tesla might win eventually, but let's not get ahead of ourselves.




> Waiting three years for your car to arrive isn't revolutionary.

Context : No other car manufacturer will have a comparable EV on the road in the next 3 years. I will take what Tesla gives me.


The Bolt ships in a couple months.

It doesn't have the self driving hardware, it's otherwise comparable to the Model 3.


That's a pretty big difference to me. The possibility that the model 3 could save my family and I an accident over it's 10 year lifetime is pretty important to me.


How can there an "inability to meet demand" on a product that hasn't been released yet? Or right, that isn't possible.

Once it is released then we can talk about the rate of mfg vs backlog but it is pure silliness to argue against a product because lots of people want it.


> Having three years of cars in your backlog isn't winning. Waiting three years for your car to arrive isn't revolutionary.

By this logic, Apple is a huge disappointment because they won't give me my iPhone 8S until 2019.




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