Tesla Bear Johnson Warns 'Demand Problem' May Be Behind Changes

The transcript discusses Tesla's financial challenges, including predicted losses in Q1 and the impact of price cuts on various models. It highlights demand issues exacerbated by reduced tax credits and service problems. The cost of producing the Model 3 is analyzed, revealing potential margin dilution. Financial concerns are raised regarding Tesla's ability to manage debts and sustain operations amid ongoing losses.

What was the expected financial loss for Tesla in Q1?

• Around $100 million

• Just under $300 million

• Over $500 million

• Exactly $200 million

How did the reduction of tax credits affect Tesla's demand?

• It increased demand significantly

• It had no impact on demand

• It caused a significant drop in demand

• It led to a slight increase in demand

What was the intended price for the Model 3 including the full tax credit?

• $35,000

• $42,000

• $27,500

• $32,000

What issues have been reported with Tesla cars that might affect demand?

• High fuel consumption

• Lack of safety features

• Limited color options

• Service issues and quality concerns

What financial concern is raised regarding Tesla's ability to pay off its obligations?

• They have no financial obligations

• They have already paid off all debts

• They have ample cash reserves

• They might struggle to pay off obligations in cash