Model 3 Demand Is Potentially a Lot More Than Expected, Tesla Analyst Rusch Says

The transcript discusses Tesla's unexpected decision that surprised employees, investors, and analysts. Concerns about management and decision-making processes are highlighted. The analysis covers Tesla's sales, market position, and potential reasons for the decision, including weaker sales and focus on Europe and China. The discussion also touches on demand and profitability of Tesla models. Additionally, it covers Elon Musk's take private tweet and the subsequent SEC investigation.

What was the general reaction to Tesla's decision to close some stores?

• It was a minor decision with little impact.

• It caught employees, investors, and analysts off guard.

• It was expected and planned for.

• It was well-received by employees and investors.

What might have influenced Tesla's decision to close stores?

• A decrease in production costs.

• A positive reaction to online orders.

• A lack of positive reaction to online orders.

• An increase in Model 3 sales.

What is a key concern for Tesla regarding the Model 3?

• The availability of sunroofs.

• The number of doors on the car.

• The depth of demand and margin on sales.

• The color options available.

How does Tesla's Model 3 pricing compare to its competitors?

• It is significantly higher than competitors.

• It is significantly lower than competitors.

• It is not a factor in the market.

• It is comparable to competitors like Audi and BMW.

What was the controversy surrounding Elon Musk's tweet?

• It was about a change in Tesla's logo.

• It was about a new car model.

• It was about taking Tesla private with 'funding secured'.

• It was about a new partnership with another company.

What did a former Tesla employee claim regarding Musk's tweet?

• Employees knew about the plan and questioned its legitimacy.

• The plan was fully supported by all employees.

• Employees were unaware of the plan.

• The tweet was a mistake and quickly retracted.

How did Tesla respond to the former employee's claims?

• They pushed back, stating the claims were untrue.

• They apologized for the confusion.

• They confirmed the claims were true.

• They ignored the claims completely.