Based on the latest data, Tesla deliveries this quarter are expected to be the lowest of the last 10 quarters. I'll tweet my final estimate on March 31. Over the past 12 quarters, my accuracy has been 97.4% For more details, check out: patreon.com/posts/124580... It includes the latest DMV VIN data - ThreadSky

troyteslike.bsky.social • 99 days ago

Based on the latest data, Tesla deliveries this quarter are expected to be the lowest of the last 10 quarters. I'll tweet my final estimate on March 31. Over the past 12 quarters, my accuracy has been 97.4%

For more details, check out: https://patreon.com/posts/124580090 It includes the latest DMV VIN data

Comments

muskisatotalpos.bsky.social•98 days ago

Troy has been doing this for a VERY long time. He's likely the best independent analyst covering the company. Pay attention to what he's saying here.

laberdog.bsky.social•98 days ago

Troy you need to start tracking the accounting fraud as well

lazygretlww.bsky.social•98 days ago

Who gives a fuck. Let it die. Quickly. Painfully. I hope it leaves Musk feeling like the complete loser we're all finally waking up to his being.

cdwin.bsky.social•98 days ago

Did Tesla commit fraud in Canada where they claimed all the government subsidies (around 8k) for EVs over a weekend. Will they show these as registered even though they are all just parked in parking lot malls?

eerokaakkola.bsky.social•98 days ago

Thank you for the good work!

cinco-de-deano.bsky.social•98 days ago

Welcome to Bluesky Troy! Keep up the good, objective work and ignore the hateful simps.

nmosby.bsky.social•98 days ago

Let’s make it hard for their customers to bring in the 43000 cyber trucks that were just recalled. At least an opportunity to mock the morons who would buy such a stupid swasticar

pppgrifter.bsky.social•99 days ago

Thanks for posting here

eridyn.bsky.social•99 days ago

Aye. Got to echo this sentiment, @troyteslike.bsky.social

troyteslike.bsky.social•99 days ago

I don't want to go into too much detail, but based on the latest DMV Vehicle Identification Numbers, Tesla's delivery situation this quarter is somewhere between very bad and terrible.

More info, including the latest VIN data for US production: https://www.patreon.com/posts/124580090