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Tesla Burns Through Record Cash to Bring the Model 3 to Market

179 点作者 bipr0将近 8 年前

10 条评论

princekolt将近 8 年前
&gt; The company burned through $1.16 billion in cash in the second quarter by spending on capacity for its cheapest model yet and boosting battery output.<p>This makes me very happy. It&#x27;s very rare for a large company to literally risk their existence to bring a new product to market. Most prefer to just sit in the pile of cash and profit from margins...
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simonsarris将近 8 年前
&gt; “He’s going to need capital,” said Ross Gerber, chief executive officer of Gerber Kawasaki Wealth &amp; Investment Management, which holds Tesla shares. “That’s the one part of the financials that are a little bit troubling. To underestimate the cash burn over the next six months will be a mistake.”<p>It&#x27;s not that troubling. Even massive companies (AMZN in 2014) need to raise big capital. When you have something you want to do, you get the money and spend it.[1]<p>This seems to be constantly framed as negative (&quot;they aren&#x27;t making any money!&quot;), but that&#x27;s the correct growth strategy for what Musk wants to do. Nobody adds tons of debt just to <i>not use it.</i> Cribbing from my comment yesterday:<p>I&#x27;ve owned TSLA a long time and I hope they don&#x27;t start making money, and continue the Amazon model and actually build something with years of minimal or no profits, re-investing vigorously. Amazon had almost 20 years in business without &quot;making any money&quot; except a few quarters where they accidentally eked out some non-trivial profit.<p>But without their spending, they wouldn&#x27;t have become Amazon. Without Tesla&#x27;s spending, they won&#x27;t be a <i>future</i> company, they&#x27;ll just be a tiny car company.<p>For some historical comparison: Amazon added $6bn in debt as recently as 2014. Even very large and very successful companies take on debt to fuel growth far beyond &quot;bootstrap&quot; numbers. Both companies leverage as much investment money as they can to build and expand as fast as they can. If you look at Amazon&#x27;s raises in the late 1990&#x27;s you&#x27;ll find something more comparable to Tesla today relative to revenue. In 1999 Amazon raised $1.25 billion, and their revenue for the year was $1.64 billion. So they raised proportionally way more money than Tesla has so far this year. And spent it all!<p>full comment here: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=14915317" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=14915317</a><p>[1] The flipside of this is that it&#x27;s an indictment of companies that hoard huge amounts of cash, like Apple. That they can&#x27;t find a way spend it building future stuff is a signal that they are out of big ideas, and (in the case of Apple) have been for some time.<p>Musk and Bezos, on the other hand, have clear ideas of what to spend money on to build something.
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bmh_ca将近 8 年前
People often think of the electronic-nature of their cars as Tesla&#x27;s key advantage.<p>Other elements factor into share&#x2F;debt cost analysis:<p>1. Culture — They appear to still have a startup &quot;let&#x27;s solve the problem&quot; mentality<p>2. Distribution — There are no networks of dealerships taking a cut<p>3. Marketing — They don&#x27;t need to pay for it at all right now<p>4. Legacy — There are no pension funds and other obligations on them<p>5. Environmental icon — There is a lot of political support for them<p>Tesla is still high risk, but they have a big potential upside.<p>Contrast with e.g. GM:<p>1. Old-school Culture of &quot;if you build it, they will come&quot;<p>2. Mandatory dealerships<p>3. Big marketing costs<p>4. Pensions are underfunded and they have a huge inventory buildup (and defaulting subprime leases are mounting)<p>6. They have a lot of political support, but it&#x27;s not for environmental reasons<p>That&#x27;s pretty cursory, but illustrates a few factors besides just the product.<p>Tesla&#x27;s burn rate is a marginal-risk long factor, if&#x2F;when they get past their manufacturing bottlenecks.<p>[edit]: Newlines.
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bmcusick将近 8 年前
BREAKING: Building a car factory and battery supply chain requires a lot of up front capital.
melling将近 8 年前
“You’re holding it wrong”<p>Wonder if Tesla will have that moment. Recalling the Model 3 is probably their greatest fear. No product is perfect and they’re about to ship tens of thousands a month within a very short period of time
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Animats将近 8 年前
Cash flow is not a big problem as long as the product is selling well at a profit. The question with the Model 3 was whether Tesla could make money at $35K per unit. In practice, the cars are going out the door above $50K with options, and it&#x27;s much easier to be profitable at that price. (This is an old Detroit strategy, called &quot;more car per car&quot;. Profit comes from the add-ons.)
adamvalve将近 8 年前
Fast Good Cheap. Choose two.
awkwarddaturtle将近 8 年前
Jesus. Look at the top comment and the replies in this thread. I find it hard to believe it is real HN commenters and not a TSLA PR campaign here.<p>&quot;What are the accumulated losses so far? $5-10B? Even if Tesla were to spend another $50B and go bankrupt, I would still maintain it&#x27;s great.&quot;<p>Seriously? This is being voted up?<p>Also, the top commenter here &quot;simonsarris&quot; is a top commenter in the other TSLA thread.<p><a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=14914310" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=14914310</a><p>It&#x27;s like a TSLA&#x2F;Elon cult meeting in this thread.
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aiyodev将近 8 年前
Elon Musk&#x27;s empire is a house of cards built on self promotion and empty promises. It&#x27;s only a matter of time before the whole thing comes crashing down.
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lafar6502将近 8 年前
The harder they will hit the wall
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