He also has to spend a lot of time detailing Teslas. Since his job is literally going every centimeter of the car with the proverbial fine tooth comb, he has come down hard against Tesla regarding the fit&finish compared to cars in the same price range. He geeks out hard over the drive train and performance, but when it comes to the interior and exterior panel fits, he's stated repeatedly how ... uneven everything is. Each car is extremely inconsistent, which he doesn't notice with the Audis and Mercedes and BMWs and such he has come through.
Even with all of that, I'd still be interested in a Model S. I would just like for the tolerance levels to be tightened before I do.
I don't think it's reasonable to ask a brand new car company to have the same levels of detail/polish available to companies that have been around for like 70 or 80 years; those companies probably had to learn a lot of shit too.
I can see this being a valid thought process. That doesn't mean I want to be the guinea pig.
The overall "plot" being discussed is whether or not Q3 2019 will have more, or less, revenue than Q2 2019. Stories like this point towards "less revenue", which is worrisome for sure.
> Jan: 911
> Feb: 835
> Mar: 811
> Apr: 735
> May: 664
> June: 795
> July: 733
Model S and X sales are also down.
July was 733 / month, or a drop of 14%. That's a double-digit drop from a company claiming to have a growth story.
Europe literally shuts down in August and does very little business in July. I wouldn't worry too much.
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Q2 global deliveries were only up 5% from Q4 2018, and that's after launching Model 3 sales in China and Europe. Worse yet: Q2 2019 revenue is flat lined (compared to Q4 2018) because Tesla had so many discounts going on.
$6.32 Billion Revenue in Q4 2018, $6.35 Billion Revenue in Q2 2019. That's 5% more cars sold but only 0.5% more revenue, after expanding to new markets.
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In any case, German numbers seem to have flatlined. So Tesla isn't going to be relying on Germany sales to boost its numbers. Its all about China and Canada sales at this point.