re: SpaceX, Tesla & Solar City: Elon Musk's companies and their unique relationships

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I'm pretty sure he has lied about this as well, but I'm talking about his fresh claim that he will produce 500k Model 3s by 2018. No one believes him. And just like his estimate back in 2014 about his '15 run rate (he only hit half of what he promised), it won't happen.

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What do you expect him to say? "We have 400k pre-orders but there is no way in hell we can actually make that many." As if that would be better than aspirationally saying they will start orders at the end of 2017.

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I'm talking about as a company, they are really shitty at estimating demand and meeting that demand correctly.

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They are in the process of creating a new market. There are no legitimate comparables for their vehicles...so how can we be surprised that the demand forecast is shaky at best?

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But those problems mostly still fall under Tesla’s four-year/50,000-mile bumper-to-bumper warranty (and eight-year/unlimited mileage battery and drivetrain warranty), so they are generally being corrected at no cost to owners.

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LINK /

So the reliability has been an issue for some....but they rarely come out of pocket for the fix.

I don't think this thread is about Elon's companies as "stock picks" so I don't know why we are hung up on that.