51 karma · joined August 1, 2018
Also there is the purely anecdotal hypothesis of a cultural difference between for example Italy, Spain and Germany. In the southern countries it seems like older people have quite an active social life compared to Germany.
There are also some commercial antibody tests, which have some error rate and as all antibody tests can identify the virus after 7-10 days after onset of symptoms.
https://www.ndr.de/nachrichten/info/15-Coronavirus-Update-In...
So the outbreak in Bavaria that was thought be contained somehow made its way to Italy? Or do these kind of interpretations not make any sense?
I would argue that slow down is mainly due to the nature of the production ramp, which goes exponential in the beginning but is now starting to flatten out. As it flattens though margins should continue to get better. If they get additional factories like the one in China it should reinvigorate the growth rate.
For me the bull story goes something like: they sunk a lot of money building out their very first mass producing production line, making a lot of mistakes on the way. Although they have some quality and service and margin issues people still keep buying their cars, which is the most important. Fixing the margin and other secondary issues is just a matter of time and continuous optimization.
So the most important of Musks hypotheses that people like buying electric cars if they are better in every important category is pretty much proven by now.
The second, that they are able to produce them at a profit is still to be proven, but economies of scale play a big role in that and they are first beginning to really leverage those.
The problems with customer service and production quality are to be expected if you scale at the speed that they currently do.
I am pro Tesla but I don't get why they don't compare apples to apples. As if Tesla doesn't know this? And if they know then don't try to screw the comparision in your favor so that you seem better then you actually are.
What is the original cause that drives prices in countries like Switzerland or Norway higher? Is this only due to currency trading and a country's credit rating?