Wall street analysts are going to start writing articles about how this is a only a "burst week" and "not sustainable", and that the "rational" way of quantitatively analyzing the Tesla says the stock is worth zero.
Heck, they could have 8000 cars parked waiting to go through quality control, discarded 1000 that didn't pass and rolled out 7000 cars.
The number is largely meaningless without further qualification.
(and they did miss that deadline)
They're now making in the territory of 5000 cars a week, almost double in 2 months. Regardless of how you interpret it as burst week or not, the production rate has ramped up significantly.
We are now seeing the goalpost being moved from whether Tesla can achieve this goal, to Tesla being lax with quality. Perhaps we'll hear soon 10K/week is unattainable. I guess that means they are making progress.
Each one of those cars could have taken 2 months to assemble, and they've just been waiting to finish and push it out.
Without more data, the 5000 cars out of the gate number is irrelevant.
Check Little's Law.
if meeting the 5000 production goal is irrelevant, then missing the old production goals would be just as irrelevant, right?
Tell me, do you consider "I can quality check 5000 cars in a week" equivalent to "I can produce 5000 cars in a week"?
Yes or no?
If you value Tesla as battery company that happens to make cars, it's just as silly since it's such a small portion of their revenue.
It's entirely possible Tesla will go burst. We'll see. However market value isn't a reliable indicator.