Thanks for the update.
Fremont now appears able to switch b/w NA and China/Europe with more rapidity as compared to Q1 cadence. Jan 1 — Jan 7: NA Jan 7 — Mar 15: EU/China Mar 15 — Apr 3: NA Apr 3 — 6 : China Apr 6 — 12: NA Apr 12 — 15: NA + EU/China Apr 15 — 18: NA Apr 18 —: NA + EU/China
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Hence the European cars with American lights (and I think I saw one report of the opposite).
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Same shit, different day. Isn’t the difference just labelling and software
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Simplify delivery logistics? Rumor was they were planning 3k/week to Europe. 1 ship weekly (3-4 days prod/week) would make sense, vs. 10 wks of constant EU production. That would be the optimistic read. Optimal patter would be 3 days production of EU/NA/CH rinse repeat?
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Hard to understand why they’re shipping to China. You can get a Model 3 there in under 2 weeks, just like the US. Can’t wait to see Q2 inventory numbers.
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Maybe they've had some leftovers?
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Either they have gotten efficient, or they are ok with eating the transition overhead. How long is it taking to transition?
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