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537,xxx VINs Update

dandrewk

Active Member
Supporting Member
Jun 25, 2019
1,279
1,012
Marin County, CA

jonquiljo

Active Member
Supporting Member
Sep 26, 2019
1,070
540
SF Bay Area - Marin
Wonder if these 530 or 540k are 2020 VIN's as some posts have been floating around noting being matched with 2020 VINs for model X and now 3's

Boy - another Marin Tesla waiter!

There is now a 543,xxx in the spreadsheet. From the Netherlands.

(to another person from Marin!) Is it possible that Tesla is using the same VIN structure Europe and Asia as in the US? If yes, this is confusing. Why is there not a big gap in VINs due to exported Model 3's? Only a few Europeans seem to post here.

I guess we have to see a lot of 530K's and 540K's from the US to know if US production is here or not.
 

jonquiljo

Active Member
Supporting Member
Sep 26, 2019
1,070
540
SF Bay Area - Marin
Yes, and the fact that over 42,000 Tesla orders have been placed since Oct 1 says that a large portion of the people making them are not at this web site. It's so hard to predict any real delivery dates in that the approx. 2000 orders a day that are for US and Canada may be piled up and up. The Fremont factory cannot possibly keep up with the orders.

It's clear (to me anyway) that the availability of Teslas (2-3 weeks turnaround) ratcheted up demand. Now that this has been smashed to pieces (6-10 weeks) and we are back to the long-term "I don't know" stage, will orders simply disintegrate as people walk away?

Why Tesla is pushing for demand growth (to please analysts) over actual deliveries (alienating consumers) in the US is baffling.

We hunt for clues and speculate because Tesla has no coherent or truthful information to give us - and the trade articles clearly are speculating based on less information than we share here.
 
Yes, and the fact that over 42,000 Tesla orders have been placed since Oct 1 says that a large portion of the people making them are not at this web site. It's so hard to predict any real delivery dates in that the approx. 2000 orders a day that are for US and Canada may be piled up and up. The Fremont factory cannot possibly keep up with the orders.

It's clear (to me anyway) that the availability of Teslas (2-3 weeks turnaround) ratcheted up demand. Now that this has been smashed to pieces (6-10 weeks) and we are back to the long-term "I don't know" stage, will orders simply disintegrate as people walk away?

Why Tesla is pushing for demand growth (to please analysts) over actual deliveries (alienating consumers) in the US is baffling.

We hunt for clues and speculate because Tesla has no coherent or truthful information to give us - and the trade articles clearly are speculating based on less information than we share here.
Once the gigafactory in China opens, that will lift a lot of weight off Fremont
 

jonquiljo

Active Member
Supporting Member
Sep 26, 2019
1,070
540
SF Bay Area - Marin
the China factory will be producing exclusively SR cars for the China market..from what I have read.
so I dont know how much stress thats taking off of the US factory considering the work load there isnt really changing at all.

Not much stress at all. Again it is one for the analysts saying that Tesla has more capacity. They spent $2B on the factory. Perhaps it will get Tesla to stop the games of long durations of Fremont delivering everywhere but the US?
 
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