I looked at the job listing that Tesla has posted on its website. There are a few hundred listings spread under various categories. I looked at the listings in Engineering, Production, Manufacturing. It looks like the company is planning a major ramp up in design, testing, add manufacturing, production, supply chain, etc. Descriptions included for engineers to do body designs, body in white, drive train, electronics, interior/exterior design, car seat design/production. Production folks for setting up CNC automated facilities, programming, etc. Big hiring in logistics, supply chain. Battery testing, packaging, electronics. Supercharger deployment engineers, field personnel, real estate types. Even lawyers. There are references to a second shift being added and the supply chain/logistics personnel needed.
Assuming these listings are current, they do give an insight on the course of action and future plans of the company. Certainly more than any analyst or Barron's. Anybody interested should read the individual job descriptions in detail to get find out what is going on. My impression is that Tesla is increasing production of Model S with another shift and possibly finalizing the design, tooling of Model X and getting ready for production. Looks like they are accelerating the testing of new batteries and pack design. Possibly for Model X that may need larger batteries?
My impression contrasts with the lowball guidance that Elon Musk gave: flat production, may be 21,000 Model S for this year; and Model X at the end of 2014. Any opinions?